Automation · Follow-ups
Never forget to call back
Follow-up tasks on every lead, sorted into due today, upcoming, overdue and completed.
26
built-in actions to chain
24/7
follow-up, including 11 p.m. leads
0
glue tools to maintain
Illustrative
How it works
- 1
Turn it on
Open Follow-ups from the sidebar — it’s already included in your workspace.
- 2
Make it yours
Set it up with your own details, fields, templates or staff in a few minutes.
- 3
Let it run
Connect a workflow so it works for you around the clock, even at 11 p.m.
What Follow-ups does
Four clear lists
Due today, upcoming, overdue and completed — no digging.
Owned by staff
Each follow-up belongs to someone, so nothing slips between people.
Created by workflows
Let automations create follow-ups when a lead goes quiet.
Linked to the contact
Open the contact and see the full history before you call.
Four clear lists
Try it here — no login
A small, working sandbox of the real thing.
Actions — drag or click
Drop up to four actions here
Works with
Workflow triggers
New lead · New WhatsApp API lead · Tag added · Pipeline stage changed · Form submitted · Appointment booked or updated
Workflow actions
Add tag · Remove tag · Add / update CRM · Change lead quality · Convert lead to customer · Add to contact group · Assign to staff · Assign to AI agent · Change appointment status · Grant course access · Revoke course access · Grant community access · Revoke community access · Send WhatsApp message · Send email · Internal notification · Webhook · Advanced webhook · Delay · Evaluate condition · Execute automation · Remove automation · Exit
Plans and limits
| Basic | Pro | Growth | |
|---|---|---|---|
| Follow-ups | |||
| Contacts | 2,000 | 10,000 | 50,000 |
| Staff seats | 5 | 20 | 40 |
| Emails / month | 5,000 | 25,000 | 1,00,000 |
Follow-ups questions
Follow-ups appear in your lists and notifications on the day they are due.