01
Leads that did not convert immediately get no further outreach.
Stay in front of every lead
Automated Follow-Up
Most leads do not convert on first contact. Automated Follow-Up builds the multi-touch sequences that keep leads warm, move contacts through the pipeline, and re-engage anyone who has gone quiet — without requiring someone to manually track who to contact next.
Follow-up sequence
4-touchDay 0SMSThanks for reaching out — here's what to expect next.
Day 1EmailFollowing up on your inquiry from yesterday.
Day 3SMSStill thinking it over? Happy to answer any questions.
Day 7EmailLast follow-up — let us know if the timing is better.
The situation
Good leads go quiet not because they lost interest, but because the follow-up stopped. Someone got busy, forgot to send the second email, or assumed someone else was handling it. The lead moved on.
Why it keeps happening
The pattern that repeats.
Follow-up depends on memory and the people who remember to do it, so leads go cold when the team is busy or distracted.
02
Follow-up timing is inconsistent because it depends on who remembered to send it.
03
The team does not know which leads have gone cold and which are still active.
04
Manual follow-up takes time that could go toward higher-value conversations.
05
There is no structured sequence for moving a lead from inquiry to close.
What the data says
88%
of organizations report regular AI use in at least one business function.
AI is common now, but the value comes from putting it inside real workflows.
Source: McKinsey State of AI 2025How it works
The system from start to finish.
Trigger-based workflows send timed SMS and email sequences automatically based on where each contact is in the pipeline.
Each step runs on Pietra CRM.
01
Workflow Automations
Trigger event fires
A workflow trigger fires when a form is submitted, a pipeline stage changes, or a set amount of time has elapsed with no activity.
02
Workflow Automations
Workflow automation activates
The workflow automation activates and selects the appropriate follow-up sequence based on the contact's source, stage, or behavior.
03
Intelligent Communications
Timed two-way SMS and email sequence starts
Intelligent Communications sends timed two-way SMS and email messages at the right intervals to keep the contact engaged.
04
Sales Pipeline Management
Lead responds and moves to next pipeline stage
When the contact replies, pipeline stage automation moves them forward and the response is captured against their CRM record.
05
Workflow Automations
Team notified of engagement
The team receives an internal notification so they can step in with a personal conversation at the right moment.
What's included
The products that make it work.
INCLUDES
Workflow Automations
Triggers the right follow-up sequence the moment a contact enters a stage or meets a defined condition.
View product →INCLUDES
Intelligent Communications
Delivers timed SMS and email messages and manages replies in the unified inbox.
View product →INCLUDES
Sales Pipeline Management
Tracks where each contact is in the follow-up process and surfaces who needs the team's attention.
View product →Direct impact
What changes when this is in place.
01
Follow-up starts in minutes, not hours, because it runs automatically.
02
Leads stay engaged through a structured sequence instead of waiting for manual outreach.
03
The team can see which contacts are active and which have gone cold.
04
More opportunities convert because the business stays present through the buying process.
Get started
Ready to build a automated follow-up system?
Tell us what is breaking down today and what outcome the team needs to see.