Send staged follow-up emails and texts to prospects

Manual proposal follow-ups let key touches slip and leave reps without context. It sends staged emails and texts so reps follow up reliably and proposals get action within configured days.

Overview

Stop letting proposal follow-ups slip because of manual steps — this sequence sends the right email or SMS at the configured day and logs every touch back to the project item. Your reps get consistent outreach and leadership gets an auditable activity trail within the configured cadence.