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Help Center
Automations
Getting Started
Integrations
QuickBooks
Zapier
FCS
Foundation
DataForma
Estimating Edge
CompanyCam
Deltek
Stack
Sage
Hover
Followup + Email Integration
Automations
Overview
Business Development
Sales Management
Project Management
Reports and Analytics
System Settings
Proposal Generator
Administrative
Feature Overview
FAQ's
Quick Start Guide
Automations
Pre-made Automation - When a new contact is added after 7 days send new contact email
Pre-made Automation - When the estimate due activity is added notify the project Estimator
Pre-made Automation - When a Project sales status is not updated for 90 days email the project account manager
Pre-made Automation - When the Proposal Delivered activity is overdue by 5 days notify the project account manager
Pre-made Automation - When a Project sales status is updated to Contract send this email to project
Automated Email Sequences
Overview
Automation - Get Time Back in Your Day with Followup CRM