Overdue, today, upcoming and stale leads in four dedicated views
Sales CRM · Sales CRM
Follow-ups & Automation
Follow-up discipline stops depending on memory
app.quipcom.ai
In detail
What Follow-ups & Automation does
Part of Sales CRM in QuipCRM — Sales CRM. The foundation. One accountable record per opportunity, a visual pipeline, and reporting at every altitude — rep, team and board.
Rules fire on no response, inactivity or stage entry
Actions send an email, create a task, or raise an internal notification
Where it fits
One accountable record for every opportunity
Follow-ups & Automation is 5 of 8 modules in this area. Each one works on the same record.
The Sales CRM workflow, end to end
Follow-ups & Automation supports this flow alongside the other Sales CRM modules.
- 01
Capture
Leads arrive from website forms, WhatsApp, email, campaigns or manual entry. QuipAI scores each one on arrival, so the queue is ordered before anyone opens it.
- 02
Engage
Multi-channel sequences and templates work the lead across email and WhatsApp. Every reply lands back on the record, and follow-up rules make sure nothing goes quiet.
- 03
Manage
Deals move through eight stages on a visual pipeline. Weighted value recalculates as they move, and high-value negotiations route to a manager for approval.
- 04
Close & learn
QuipAI flags the deals about to slip and the process problems behind the losses. Win/loss analysis turns each closed quarter into something the next one can use.
Who uses it
Who works with Follow-ups & Automation
Sales Rep
Own leads, log activity, move stages, send proposals, and get follow-up help from the assistant.
- A scored lead list that shows who to call first
- Every conversation with the buyer on one timeline
- Follow-up reminders and a drafted message from the assistant
Bring one real pipeline.
We’ll map your stages, lead sources and follow-up rules live in a 30–45 minute call.