company logo
Help Center
  • Submit an issue
  • Go to Customer Portal
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
      Back to home
      1. Help Center
      2. 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
      followupcrm.com Help Center
      • Submit an issue
      • Go to Customer Portal