Leads & BDM

Automated Follow-Up Sequences

Automate the repetitive. Escalate the important. Set follow-up cadences that keep warm leads engaged without your BDM manually chasing every contact.

The deal you almost lost is won in the follow-up — automated sequences keep every warm lead engaged without lifting a finger.

01

Set Follow-Up Cadences Once

Define when and how often each type of prospect should be contacted — and let the system handle the scheduling. Your BDM focuses on the conversations, not the calendar management.

02

Keep Warm Leads Engaged

Automated touchpoints keep your agency front-of-mind with prospects who aren't ready yet. A timely message weeks or months after initial contact can be the difference between winning or losing a management.

03

Automate the Repetitive, Escalate the Important

Routine follow-ups go out automatically. When a prospect responds or shows buying signals, the system flags it for your BDM's immediate attention. Human effort goes where it matters most.

04

Multi-Channel Outreach

Send follow-ups via SMS, email, or both — depending on the prospect and stage of the relationship. Reach landlords through the channel they’re most likely to respond to.

05

No Lead Left Behind

Manual follow-up systems fail because people get busy. Automated sequences mean every prospect in your pipeline receives consistent attention — regardless of how full your BDM’s week is.

See it in action

A sanitised look at Automated Follow-Up Sequences inside CrayonsCRM.

Follow-up sequence Auto
Day 0 Call Auto
Day 2 Email Auto
Day 5 SMS Auto
Day 9 Call Auto
Day 14 Email Auto

Illustrative — set the cadence once; CrayonsCRM runs the follow-ups and stops when they reply.

Automate the repetitive.
Escalate the important.

Run your portfolio and grow your rent roll. Book a 15-minute CrayonsCRM walkthrough and see both products in action.