Sequences and routing that run themselves.
Set up the follow-up cadence, the routing rules, and the handoff triggers once. From then on, every lead moves through the right steps without anyone watching the clock, whether reached through a persistent campaign or an ad-hoc bulk outreach send.
Send every lead to the right person, automatically.
Define the rules: by region, product line, lead score, language, or anything in the lead record. The system routes in real time and keeps a full audit trail.
- Round-robin or weighted assignment across reps
- Skill-based routing for specific products or markets
- Adaptive cadence per lead, hot ones get tighter touches, cold ones get quieter
- Escalation paths if a rep doesn’t respond in time
- Re-route on opt-out, vacation, or after-hours
The follow-up patterns most teams set up first.
Most sales take five or more touches to close, but most reps stop at two. These templates keep the rest of the sequence going, politely, without burning the lead. Start from a template and tune to your team, or build from scratch with the visual editor.
Speed-to-lead reply
First message within 60 seconds of a new lead. Custom by source: web form, ad, integration, CSV.
No-reply nurture
Polite re-engagement on day 1, day 4, and day 7. Each retext leads with a fresh angle, not the same nudge three times. Pauses the moment they reply.
Booked-but-no-show
Reach out 2 hours after a missed meeting with a one-tap reschedule link.
Quote follow-up
3 day check-in after a proposal goes out. Surface objections early.
Renewal & expansion
30/60/90 day touchpoints for existing customers, scoped per plan tier.
Long-tail recycle
Cold leads pulled back into a quarterly check-in with relevant new offers. A well-timed retext to aged lists consistently reactivates 15-25% of contacts.
Anything in the lead record can trigger a sequence.
Status change in your CRM, page visit, abandoned cart, missed appointment, score crossing a threshold. The system listens and acts.
- CRM status changes (HubSpot, Salesforce, GoHighLevel, more)
- Calendar events: missed, booked, completed
- Webhook in from any source: Zapier, Make, custom HTTP
- Time-based triggers: relative to lead creation, last reply, last status
- Score thresholds: any qualification field crossing a value
Set it once. Watch the pipeline fill.
The Call Center Demo shows how a single sequence runs across every lead in real time. Five minutes, no signup.