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Follow-up Automations

Reply to every new enquiry at once and follow up on the right days, on WhatsApp and email, without anyone having to remember.

No card needed GST-ready Works on any phone
Instant
First reply
WhatsApp
And email steps
Yes / No
Checks
All
Plans
Set it once

Follow-ups that run on their own

Pick a ready-made follow-up, read the wording and switch it on. From then on every new lead, or every lead that reaches a stage you choose, gets its messages on time.

Each step waits the hours you set, then sends a WhatsApp or an email, sends a UPI payment link, creates a task, alerts staff, tags the lead or moves it to a stage.

The problem

Sound familiar?

The everyday headaches Follow-up Automations makes disappear.

Slow first reply

Enquiries wait hours for an answer.

Depends on memory

Follow-ups happen only if someone remembers.

Messages at odd hours

A reminder at 11 pm annoys the customer.

What you get

Everything in Follow-up Automations

Ready-made follow-ups

Start from nine ready-made follow-ups, such as new enquiry, quote sent, gone quiet and webinar sign-ups, and change any word before switching it on.

  • Instant reply
  • Welcome and nudge
  • Edit every word

Starts when it should

Start when a new lead arrives from any source or one source, when a lead reaches a stage, when a sign-up form is filled, when a tag is added or when a payment is confirmed.

  • New lead
  • Stage or tag
  • Form or payment

Visual flow with checks

See the whole flow on one screen, send leads down different paths with yes/no checks, and test it with a sample lead first.

  • Yes/no checks
  • Test run
  • Automation log

Instant answers on every channel

Auto-replies answer WhatsApp and Messenger at once: a welcome for new contacts, answers by keyword such as price or timings, and an away message after hours. A comment on your post can get a private reply in Messenger or Instagram.

  • Welcome message
  • Keyword answers
  • Away message

Never rude, never lost

Messages wait for business hours, a customer's reply can stop the follow-up, and a WhatsApp that cannot go out becomes a task.

  • Business hours
  • Stop on reply
  • Task if it can't send
Polite by design

See the flow and test it before it runs

Lay out the flow on a visual screen, add yes/no checks such as 'has replied' or 'is a hot lead', and run a test with a sample lead to see what would be sent and when.

Messages wait for business hours, a reply from the customer can stop the follow-up, and if a WhatsApp cannot be sent the step becomes a task for your team, so nothing is silently dropped.

Everything included

One module, every option you need

What a good salesperson would do, on time, every time.

WhatsApp stepsFrom your connected number.
Email stepsFor leads with no phone.
Payment link stepUPI link at the right moment.
Tasks and alertsHand over to a person.
AssignGive the lead an owner.
Tags and stagesKeep the pipeline current.
Automation logSee what ran and when.
Stops on won or lostNo messages after the deal.
How it works

Up and running in 4 steps

New lead

Or a stage, tag or form.

Instant reply

WhatsApp or email.

Wait and nudge

On the days you set.

Hand over

A task or alert for staff.

In the real world

How Indian businesses use it

Webinar sign-ups

Everyone who signs up gets a WhatsApp confirmation at once and a follow-up the next day.

Shop enquiries

A new Instagram enquiry gets the price list on WhatsApp, and a staff member gets a task to call two days later.

Service quotes

A lead that reaches 'Quote sent' gets a polite nudge three days later, and the follow-up stops if the lead is won or lost.

Availability

Included in these plans

Basic Standard Premium Custom

Not sure which plan? Help me choose →

FAQ

Common questions

Do automations cost extra?+
No. They are part of CRM on every plan. WhatsApp steps send from your connected WhatsApp number and email steps from your business email.
Can it answer messages at once, even at night?+
Yes. Switch on auto-replies: a welcome, keyword answers and an away message after business hours. Each switch starts off, and a reply from your team pauses them.
What if WhatsApp is not connected?+
The step becomes a task for your team, so the follow-up still happens.
More questions? See all FAQs in English, తెలుగు and हिन्दी →

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Every feature free for 30 days. No card, no setup fee. We help you set up on a video call.

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