Stage 4 - Negotiation

Follow-ups that happen on time, every time, and stop when the buyer replies.

Build sequences of WhatsApp messages, emails and call reminders. They run on schedule, pause the moment the customer responds, and tell the salesperson exactly when a call will land best.

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New leadContactedQuotedNegotiationCopilotWon
Reminder: "Meera opened the quote twice. Call today." Call booked for 3:30 pm.
What Follow-up Engine does

Automatic reminders and follow-up sequences.

Multi-step sequences

Day 0 WhatsApp, day 2 email, day 3 call reminder, day 7 check-in. Build once, reuse for every quote.

Pause on reply

A WhatsApp reply, email reply or logged call pauses the sequence so nobody gets chased after they answered.

Signal-based reminders

Quote opened twice, link clicked, no reply in 48 hours. The reminder explains why it fired.

Sending windows

Messages go out in business hours, skip Sundays and festivals you mark, and respect each contact's time zone.

Opt-outs respected

A contact who asks to stop is marked once and never messaged again by any sequence.

Daily task list

Each salesperson starts the day with calls, follow-ups and overdue tasks in priority order.

How it works

Four steps, no manual work.

  1. 1

    Triggered

    A stage change, a sent quote or a new lead starts the right sequence.

  2. 2

    Delivered

    Approved WhatsApp templates and emails go out within your sending window.

  3. 3

    Watched

    Opens, clicks and replies are tracked against the deal.

  4. 4

    Handed over

    When the buyer engages, the sequence pauses and the salesperson takes it from there.

Also included

The details your team will use every day.

See which plan includes Follow-up Engine
  • WhatsApp Business API with approved templates
  • Email from your own domain with reply tracking
  • Overdue follow-up alerts for managers
  • Sequence performance: reply and conversion rate by step
  • Personal fields: name, product, quote number, salesperson
  • Manual one-off reminders on any deal
Questions

About Follow-up Engine

Yes, from your WhatsApp Business API number, using templates approved for your business.

Steps can be skipped, rescheduled or edited on a single deal without changing the sequence for everyone.

Any reply on WhatsApp or email, or a logged call, pauses the sequence for that contact.

Next on the river

AI Sales Copilot

Lead scores, call summaries and next steps

Continue
One deal left on the board

The next deal to close is yours.

Strike off the spreadsheets, the scattered phones and the forgotten follow-ups. Move your team into Won in 14 days, free.

New lead
Enquiries spread across 4 phonesIndiaMART leads in an email folder
Contacted
Who called this buyer last?Notes in a diary on the bike
Quoted
Quotes rebuilt in Excel every timeGST worked out by hand
Negotiation
Follow-up forgotten after day 2Buyer went with a faster supplier
WonDay 14
READY TO CLOSEScore 99

Your sales team

Plan14-day trial, every feature
UsersYour whole team
CardNot required
Next stepSign up, then import your Excel leads
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