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The follow-up that happens whether or not anyone remembers
A visual builder wires a trigger to the steps that should follow: build the page, pick the rep, wait until tomorrow morning, send the text, notify the manager if nothing happens.
What it does
Automation in practice
Workflows that follow up when nobody remembers to
01
Start from the event that matters
It starts itself: a new lead in your CRM, a booked appointment, a contact joining a list, or a webhook from anywhere else. Salesforce, HubSpot, LeadPerfection and Zuper are already wired in.
02
Build the page automatically
The customer’s page exists before anyone opens a laptop: built from a template, assigned to the right rep, with their details already on it, and sent by email or text.
03
Wait like a person would
Nothing lands at three in the morning. Hold until tomorrow, until next Tuesday, until business hours, or until the day before the appointment, always in the customer’s own timezone. Nine kinds of wait in all.
04
Branch on what you know
A commercial job and a residential one can follow different paths from the same trigger. Conditions stack thirteen operators into AND/OR groups, and each branch runs its own sequence.
05
It re-checks before it sends
A canceled appointment stops the sequence. A reassigned rep changes who it comes from. Steps re-read the record before they run, and every run is logged, including which branch it took and why.
06
Reach past Quickpage
It does not stop at sending. Round-robin the lead across a pool, notify a role, update the contact, sync status back to your CRM, or POST a signed and retried payload to your own endpoint.
What changes
Why teams turn this on
- Every new lead gets a personal video page within minutes, at any hour
- Nothing depends on a rep remembering to follow up on day four
- Leads are distributed evenly instead of by whoever is fastest
Connects with
Works with the tools you already run
See what your customer sees
Start free in a few minutes, or have us walk you through it against your own process.
No contract on Essential. Free migration from your current tool.