Quote chasing
Follow up on outstanding quotes with messages that reference the customer's enquiry. Stop the sequence when they reply or the opportunity closes.
Example: Quote sent → wait two days → follow up if still outstanding.
Automations · Coming soon
Keep every lead moving towards a sale.
Follow-ups, reminders and next actions connected to your customer records. For enquiries from ad campaigns, imported leads and contacts your team adds themselves.
The automation features below are in development. You can start organising leads in the CRM today.
Example workflow · Quote follow-up
Kitchen renovation enquiry
Source: Meta Ads · Stage: Quote Sent
Quote recorded
The opportunity enters Quote Sent.
Wait two days
Check for a reply or a closed opportunity.
Send the approved follow-up
Use the business's message and customer details.
Create the next sales task
Assign a call if the enquiry remains outstanding.
Illustrative preview of planned functionality. No messages are sent from this page.
How it works
One connected follow-up process.
- 01
Add your leads
Bring together campaign enquiries, imported lists and contacts your team adds manually.
- 02
Choose your automations
Select a workflow, adjust its timing and messages, and choose which leads to enrol.
- 03
Track the results
Keep follow-up activity, customer responses and the next sales action alongside the contact.
Built around your sales process
Seven ways to keep the conversation moving.
All features coming soon
Booking reminders
Schedule reminders around appointments, using the customer's booking time. Rescheduled and cancelled bookings update the pending reminders.
Example: Appointment booked → reminder before the visit.
Sales tasks
Give the right person a clear next action, with a deadline and a link to the customer record.
Example: No response to a quote → create an assigned call task.
AI email drafts
Draft relevant emails using the enquiry, business details and CRM notes. Your team reviews and edits the wording before sending.
Example: Select a lead → generate a follow-up → review the draft.
Pipeline triggers
Choose what happens when an opportunity enters a stage, so follow-up fits the way your team sells.
Example: Move to Quote Sent → start the chosen follow-up workflow.
Reactivation
Reconnect with eligible older enquiries. Review the audience and message before enrolling contacts in a new sequence.
Example: Select inactive enquiries → review recipients → start follow-up.
Performance reporting
See sends, replies, bookings, completed tasks and linked sales together. Understand which workflows need attention.
Example: Compare workflow outcomes alongside the original lead source.
AI helps with the words. You set the rules.
AI email drafts use the customer’s enquiry and your business information to suggest relevant wording. Your team checks the draft. The workflow controls when approved messages and sales actions happen.
- Review AI drafts before sending.
- Choose which contacts enter a sequence; importing a list does not start a campaign.
- Stop follow-ups when customers reply, unsubscribe or the opportunity closes.
- See activity against the customer record.
Performance reporting · Coming soon
See what happens after the follow-up.
Connect workflow activity to replies, bookings and recorded sales. Linked revenue shows an association with follow-up activity, rather than proof that an automation caused the sale.
Email activity
Sent, delivered and failed messages.
Customer responses
Replies and bookings linked to a workflow.
Team follow-through
Created, completed and outstanding sales tasks.
Recorded sales
Won opportunities linked to enrolled leads.
Turn more enquiries into customers.
Start organising your leads in SholaX, or talk to us about the follow-up workflows your business needs.