Built and tested
The lead who wrote on Friday still gets an answer.
Every five minutes the worker checks for leads and deals that are slipping, tells the person responsible and escalates when nothing happens.
Five ways a lead slips, each with a rule.
Leads without an owner, no first response within your target, follow-ups past due, deals without movement, checkouts started and not finished. Each item names who is responsible and resolves itself once someone acts.
- Optional round-robin reassignment
- Escalation after a time you set
- Follow-up drafts from templates; nothing is sent on its own
Response time, measured.
Median time to first reply, the share answered within target, per owner. Lead aging and lost reasons show where the follow-up breaks down. Value at stake uses your deal values and is labelled as an estimate.
What it does not do yet
- Unanswered messages and abandoned bookings need the inbox and booking modules, which are not built
- Reminder emails to people who left a checkout require their marketing consent
Related
- CRM and automationsContacts with source and consent, pipelines, a workflow builder with approvals, email campaigns and one-to-one follow-ups.
- Revenue intelligenceRevenue by source, campaign and funnel with first and last touch, ad spend, cost per customer, refunds and margin.
- Conversion labA/B tests with sequential statistics, funnel diagnostics with evidence, personalization rules by source, device and language.
See it with example data, then build your own.
The demo opens a complete workspace: funnels, contacts, orders, a running A/B test. Nothing to install, nothing to sign.