Send immediate SMS and create follow-up task card

Your lead form submissions sit uncontacted and lack task visibility, delaying follow-up. Leads are contacted by SMS and assigned a follow-up card for reps to act on within minutes.

Overview

Leads from your forms often go cold before reps see them and there's no repeatable follow-up process. This flow texts prospects immediately, emails a concise summary to coordinators, and creates a visible follow-up card so reps can act within minutes.