Send post-sale app prompts to customers via messaging

Your won opportunities change to reserved or paid without immediate outreach, leaving onboarding and docs stalled. Deliver targeted app-download messages to buyers within minutes so onboarding completes same day.

Overview

When a deal moves to reserved or paid, timely outreach closes onboarding gaps — notifies the buyer and prompts app install within minutes. This frees customer success managers from manual follow-ups and gets new customers started the same day.