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Automate Your Lead Engagement

Lead Follow-up Scheduler is a powerful module for Xodox CRM, designed to help businesses stay on top of lead nurturing and engagement. This tool allows Admins and Staff to automate follow-up communications, such as SMS or Email, at specific intervals after a lead is created. Never lose track of your leads again with this smart and efficient module.

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Key Features of Lead Follow-up

Automated Follow-up Scheduling
  • Schedule automatic SMS or Email follow-ups for leads at specific intervals.
  • Example: Send a follow-up SMS or Email 1 week after a lead is created, if the lead status remains pending.
  • Avoid losing leads due to lack of progress or delayed communication.
SMS & Email Capabilities
  • Leverage the default Xodox CRM SMS Gateways and Email settings.
  • No additional configuration is needed for new gateways or services.
  • Easily accessible via the Setup -> Settings -> SMS menu.
  • Send automated messages using the built-in email system, ensuring quick setup and reliability.
Multi-Scheduling Support
  • Schedule multiple follow-ups for leads simultaneously.
  • Configure reminders for assigned staff members to ensure timely action on pending leads.
Comprehensive Schedule Management
  • View the schedule of SMS or Emails sent to leads and staff.
  • Monitor the effectiveness of your follow-up strategy through detailed logs.
Admin and Staff Reminders
  • Create schedules to send reminders to staff assigned to specific leads.
  • Ensure no lead is overlooked by the team.
  • Keep track of staff performance and lead progression.
Automation with Cron Jobs
  • Utilize Cron Jobs to send SMS and Email automatically.
  • Reduce manual effort and ensure timely follow-ups with zero delays.

Added Advantages

Default Integration
Uses Xodox CRM’s existing SMS Gateways and Email setup, eliminating the need for additional integrations.
Enhanced Lead Management
Automatically follows up with leads, ensuring progress is not stalled due to manual oversight.
Staff Productivity Boost
Remind staff of their assigned leads, fostering accountability and timely action.
Improved Visibility
Easily track and analyze follow-up schedules for both leads and assigned staff members.

How the Lead Follow-up Scheduler Works

Set Up Follow-ups

Admin/Staff can configure follow-up schedules for leads or reminders for assigned staff.

Automated Messaging

Send SMS or Emails to leads or staff based on predefined schedules.

Monitor Schedules

Access detailed views of sent messages and monitor progress through the scheduler interface.

Optimize Lead Engagement

Use insights from schedules to refine follow-up strategies and improve lead conversion rates.

Benefits of the Lead Follow-up Scheduler

Reduce Manual Effort

Save time and resources by automating follow-ups.

Enhance Lead Engagement

Maintain consistent communication with potential clients.

Improve Team Productivity

Ensure staff stay on track with reminders and progress checks.

Increase Conversions

Timely and consistent follow-ups lead to higher conversion rates.

Centralized Management

Manage all lead follow-ups and reminders from one platform.

Why Choose the Lead Follow-up Scheduler?

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Simple Pricing, Powerful and Unlimited Features

Go Monthly
Xodox CRM Features
$29
$
20
/Month
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Sign Up Now
15 Days free trial
Most Popular
Go Annually
Xodox CRM Features
$259
$
220
/Year
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Sign Up Now
15 Days free trial

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24/7 Support

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Call to Action

Transform Your Lead Management Today!

With the Lead Follow-up Scheduler, your business can revolutionize lead nurturing and team accountability. Stay organized, automate your follow-ups, and ensure no opportunity slips through the cracks.

Get Started Now!