Re-engage past applicants with scheduled texts for sales

Sales reps miss lapsed applicants when follow-ups slip, dropping homeowners from pipeline. Scheduled SMS triggers on task dates so reps re-open conversations and keep prospects in the sales cadence.

Overview

Lapsed applicants fall out of cadence and become lost pipeline potential. This workflow sends scheduled texts on task dates and logs outcomes in your CRM so reps re-open conversations and prevent missed follow-ups. Customers report faster response times and clearer pipeline visibility.

Notable Features

Send texts on scheduled task dates
Notify sales reps when replies arrive
Update applicant status in CRM