Sequences by stage
Different messages for new, quoted or visited leads.
Sequences message each lead by stage and source, after-hours automation covers the night, and My day shows every salesperson the calls and chats due now.
Growth, or as add-on workflows on StarterAutomated follow-up sends the right message to a lead at the right time without anyone remembering to do it — and stops as soon as they reply. salestrack runs follow-up sequences on WhatsApp by stage and source, while My day keeps human follow-ups on track.
Different messages for new, quoted or visited leads.
No awkward messages after someone answers.
Leads at night get a reply and a next step.
Overdue first, then due today.
Promotions stop when someone asks.
$5 or $10 per workflow on Starter.
Short and useful: a first reply, a gentle nudge on day 2, a reason to talk on day 5, then stop. Each step is an approved template with variables filled from the lead.
After-hours automation sends a friendly reply with the next step — a booking link, a brochure or "we’ll call at 10 am" — so the lead is not left waiting.
My day shows each person what to do now: chats waiting for a reply, overdue follow-ups, today’s calls and appointments, in priority order.
Each role sees what it needs. Pick a role.
Every lead gets followed up, whether or not someone remembers.
Switch between a typical week without salestrack and the same week with it.
New lead, stage change or no reply.
Templates with delays between them.
Reply, stage change or opt-out.
Watch replies come back to the inbox.
After a site visit: brochure the same evening, payment plan on day 2, offer deadline on day 6.
See Real estate →ClinicsAfter a consult: plan summary on day 1, questions on day 4, booking link on day 10.
See Clinics →EducationAfter a demo class: fee details on day 1, scholarship test reminder on day 3.
See Education →Usually two or three useful nudges over a week is enough. salestrack stops the sequence as soon as the lead replies or opts out.
Yes, template messages are charged from your wallet at Meta rates; the cost is visible in reports.
Yes. Build separate sequences for each product, pipeline or lead source.
My day shows each salesperson their due follow-ups. Automated sequences message the lead directly.
A workflow is one automated sequence with a trigger, messages and stop rules. On Starter each workflow is $5 or $10 a month; Growth includes automated campaigns.
Yes. Any reply from the lead or a manual message from your team can stop or pause the sequence.
Yes, using approved template messages, which is how sequences work.
Not if sequences are short and useful. Every marketing message includes an opt-out, and salestrack stops sequences on reply.
More questions? Email info@salestrackcrm.com or WhatsApp +91 80860 14345.