ActivityTracker

WhatsApp automation for financial advisors, property agents and sales reps

Send the follow-up you'd forget, while you're in a meeting.

A new lead gets a first message, a booked client gets a reminder, and a ready buyer is passed to the right teammate. It all goes from your own WhatsApp number.

New lead workflow2:47pm
  1. TriggerNew lead from your form
  2. WhatsAppHi Sarah, thanks for asking about...
  3. BoardCard: New enquiry
Dozens
ready-made workflows to start from
1 sentence
and AI drafts the steps for you
0
queued messages sent after you've replied yourself
Your number
sends it, spaced out like the rest
A form lead gets a first WhatsApp message and a card on the board, a reminder goes out before the appointment, a deal moved to Quote sent sends its follow-up, and a queued message steps aside when you reply.

Six moments

Your week, with the follow-ups on a timer

A new lead arrives
01A new lead gets hello while you're still in a meeting.
Before the appointment
02Appointment reminders you don't have to type.
Moving a deal on
03Drag a deal forward and the follow-up is sent.
The hot one
04Pass the ready ones to the right teammate.
Building one
05Start from a ready-made workflow, change the words.
When you step in
06It steps aside the moment you reply.

01A new lead arrives

A new lead gets hello while you're still in a meeting.

A form fills in, a sheet gets a row, or someone messages you for the first time. The first message goes out from your number with their name in it, and they're on your board.

  • From your website form, a sheet or Zapier
  • Their name in the first line
  • A card on your board in the right column
Speed to lead on WhatsApp
Your website form, New lead workflow

Ask about a plan

  1. New lead from your form
  2. Send WhatsApp
  3. Add a card: New enquiry

New enquiry

02Before the appointment

Appointment reminders you don't have to type.

A reminder goes out before each appointment and a follow-up after it. You set the timing once and it runs for every booking.

  • A reminder before every appointment
  • A thank-you or next step after it
  • Waits until the day and time you pick
Appointment, Daniel, Thu 3:00pm

Hi Daniel, a reminder we're meeting Thu 3:00pm. See you then!

Goes Wed 3:00pm

Thanks for your time today, Daniel. Here's what we agreed.

Goes Thu 5:00pm

03Moving a deal on

Drag a deal forward and the follow-up is sent.

Move a card to a new column and the next message goes, with a task for you to check on it.

  • A card landing in a column starts it
  • A message, a task and a note from one move
  • Tags and details updated for you
Your board

Booked

Daniel Tan

Quote sent

Signed

04The hot one

Pass the ready ones to the right teammate.

Ask a couple of questions, check the answers, and hand the ones who are ready to a teammate, with a message to your team group.

  • Ask a question and branch on the answer
  • Handed out in turn across your team
  • A ping to your team when it matters
New lead, Hannah Lee

When are you looking to start?

If they start this month

05Building one

Start from a ready-made workflow, change the words.

Pick one of dozens of ready-made workflows and change the words, or describe what you want and AI drafts the steps, which you test before you publish.

  • Dozens of ready-made workflows to start from
  • Or describe it and AI drafts the steps for you to check
  • Undo, versions and a test run before it's live
See every template
New workflow

    06When you step in

    It steps aside the moment you reply.

    Before any automatic message goes, it checks the chat. If you've already replied, the chat's closed, or they've asked you to stop, it doesn't send.

    • Nothing sent over your own reply
    • Opted-out clients skipped
    • Paced like every other message from your number
    Chat, Hannah Lee

    Is Saturday still OK for you?

    Hi Hannah, just checking you got the details I sent?

    Workflow message, sends in 0:30

    And the small stuff, handled.

    Hand it to your AI agent: a workflow can pass the chat to your agent, or write one reply with AI.
    An email too: a step can send an email beside the WhatsApp message.
    It counts: a step can log the activity, so it shows on your activity log.
    On a schedule: daily, weekly or monthly, like a check-in on the first of the month.
    Your other apps: a step can post the lead to a Zapier, Make, Slack or Lark link.
    Keyword replies: a reply rule answers "price" the same way every time, no AI involved.

    Put your next follow-up on a timer.

    Pick the follow-up you forget most, and start from the ready-made one.

    Book a walkthrough See pricing

    Questions

    The rest of ActivityTracker

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