What it handles
New leads, stale leads, next-best actions, day 1/day 3/day 7 follow-ups, pipeline status, and owner action center tasks.
Capture, qualify, follow up, and recover stale leads from every channel without taking key decisions away from the owner.
New leads, stale leads, next-best actions, day 1/day 3/day 7 follow-ups, pipeline status, and owner action center tasks.
The module prepares follow-up copy and reminders, while customer sending can stay gated by policy checks and human approval rules.
Channel Inbox, Quote/RFQ, Owner Intelligence, WhatsApp, email, SMS, and voice.