Follow up without chasing people all day.
Automatically stay in touch with new inquiries so fewer conversations get forgotten when you're busy.
Sarah M. · Summit Heating
Sarah M. submitted furnace repair request on Summit website.
Automated text sent: 'Hi Sarah, thanks for contacting Summit…'
'Hi Sarah, wanted to make sure you got your furnace taken care of.'
'Hi Sarah, our team still has a technician in your neighborhood tomorrow.'
Sarah replied: 'Yes, I'd still like an estimate, thank you!'
Workflow halts immediately so your team takes over personal conversation.
"I'd like an estimate for our basement renovation."
Key benefits
New inquiries get followed up automatically on a schedule you set.
The moment a customer responds, automation stops and you take over.
No more remembering to chase — the system keeps conversations alive.
Fewer opportunities lost to 'I never heard back'.
Follow-up is consistent, even on your busiest days.
You see the full history of every conversation in one place.
How it works
- 01
Inquiry received
A new inquiry comes in from a call, form or chat.
- 02
Follow-up scheduled
CLIENTFUL plans follow-ups at sensible intervals.
- 03
Customer responds
When they reply, automation stops automatically.
- 04
Conversation active
You pick up a live conversation and move toward an appointment.
Frequently asked questions
Will it feel robotic?
No. Follow-ups are short and human, and they stop the moment a customer replies so you can take over.
How often does it follow up?
You choose the cadence. A common setup is a response right away, then Day 1 and Day 3.
What if they never reply?
Automation stops after your set number of attempts, keeping things respectful.
Related CLIENTFUL capabilities
Turn more opportunities into customers.
See how CLIENTFUL can connect your website, calls, conversations and follow-up.