Starts with you

Usual mix in Starter · Runs when calls and mail land.

Sales follow-up

Updates the CRM from calls and mail, queues the next follow-up, and writes chase mail. It does not close deals.

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Needs: The CRM, the mailbox, and the pipeline stages you already use.
Delivers: Updated records, a follow-up list, and chase mail ready to send or already sent, as you set.
You stay in charge: CRM and chase mail. You set whether mail goes out.

Used for

Demo on Tuesday, nothing in the CRM
A demo happened. The next step never made it into the record. The worker writes the note and queues the follow-up. It does not close the deal.
A quote, then eight quiet days
The quote went out and the thread went still. The worker drafts chase mail in your tone. You set whether that mail is sent.
Call notes that never landed
Someone took a call and typed nothing. The worker updates the CRM from the mail and the notes you do have. Empty guesses stay out.
A warm intro that went cold
An intro sat for two weeks. The worker puts it back on the follow-up list with a draft. A person still owns whether to pick it up.

Who does this today

Sales lead or the person who currently chases a pipeline that goes cold. The one who still copies call notes into the CRM on Friday.

What it does not do

It does not close deals. A person still owns the conversation. You set whether chase mail goes out.

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