CRM
Client Follow-Up Automation
Monitors deal milestones, drafts personalized client updates, and schedules follow-ups so no buyer, seller, or referral partner falls through the cracks between contract and close.
Every flow is set up for your data, your tools, and your approval steps—not a copy-paste from somewhere else.
98%
Follow-up completion rate
< 5min
Draft-to-send time
3x
More touches per client
Great for
- Real estate brokerages
- Transaction coordinators
- Loan officers
- Referral-heavy teams
What you get
Your clients hear from you at every milestone—without you writing a single email from scratch.
Milestone-triggered outreach
Automatically drafts and queues client emails at key deal stages—inspection complete, appraisal ordered, clear to close—with details pulled from your transaction data.
Referral partner nurture
Tracks referral sources and schedules periodic check-ins, thank-you notes, and co-marketing touches so relationships stay warm between deals.
Smart scheduling
Spaces follow-ups intelligently—no Monday morning email blasts, no holiday sends. Respects timezone and business hours for every contact.
Personalized drafts
Each message references the client's property address, deal stage, and specific next steps—not a generic template that reads like a mail merge.
Engagement tracking
Monitors open and reply rates per template and deal stage so you know which touchpoints actually move relationships forward.
Post-close drip campaigns
After closing, transitions the client into anniversary, home maintenance, and market update sequences that generate repeat and referral business.
Plugs into your CRM
Works with Follow Up Boss, kvCORE, Salesforce, HubSpot, or any CRM with API access. Email sends through your existing provider—Gmail, Outlook, or SMTP relay.
All drafts are queued for your review before sending. Nothing goes out without your approval until you're ready to auto-send specific templates.
Data we use to personalize
- Transaction milestones from your production system
- Contact records and tags from your CRM
- Past communication history
- Property listing data (MLS or manual entry)
Outputs (examples)
- →Queued follow-up email drafts
- →Weekly outreach activity summary
- →Referral partner engagement scorecard
Your data
We use only the access you grant. We keep data only as long as you need. We do not train on your private files unless you say so. We match how your IT and legal teams want to run things.
How we work with you
We start with a short discovery call, then a small pilot on one part of the business. When it works, we add approvals, templates, and more users. No big-bang go-live.
Ready to never drop a follow-up again?
We connect to your CRM, build your milestone templates, and have the first automated follow-ups queued within two weeks.