Dashboard
Your follow-up pipeline at a glance
Total Contacts
—
All imported
In Sequence
—
—
Unassigned
—
Needs attention
Replied / Paused
—
Hot leads
Archived
—
Sequence complete
📂
Drop your contact CSV here
Auto-detects Name, Phone, Email — maps a "sequence" column for auto-assignment
name  ·  phone  ·  email  ·  sequence (optional)  ·  assigned_rep (optional)
Pipeline by Sequence
Active contacts per workflow
Loading…
Recent Activity
Loading…
Contacts
Loading…
⌕
0 selected
Loading contacts…
Replies
Inbound SMS — sequences paused, you were notified
Loading…
Sequences
4 pre-built follow-up workflows — edit message templates in Templates
🤝
General Follow-Up
Fresh leads — keeps you top-of-mind over 14 days.
1
SMS Day 0 · Warm welcome
2
EMAIL Day 1 · Inventory follow-up
3
SMS Day 3 · Check-in
4
EMAIL Day 7 · New arrivals
5
SMS Day 14 · Final → auto-archive
—
enrolled
Active
💳
Credit Follow-Up
Finance applicants — empathetic, action-focused over 10 days.
1
SMS Day 0 · Application received
2
EMAIL Day 1 · Credit process overview
3
SMS Day 2 · Options available
4
EMAIL Day 5 · Documents needed
5
SMS Day 10 · Final → auto-archive
—
enrolled
Active
📅
No-Show / Missed Appt
Re-engage customers who missed their appointment over 7 days.
1
SMS Day 0 · We missed you
2
EMAIL Day 1 · Reschedule link
3
SMS Day 3 · Still interested?
4
EMAIL Day 7 · Last touch → auto-archive
—
enrolled
Active
🚗
Unsold — Past Prospects
Long-horizon nurture over 90 days for prospects who didn't buy.
1
SMS Day 0 · Still thinking?
2
EMAIL Day 7 · New inventory
3
SMS Day 14 · Promotion
4
EMAIL Day 30 · Come back
5
SMS Day 60 · Seasonal offer
6
EMAIL Day 90 · Final → auto-archive
—
enrolled
Active
Message Templates
Edit SMS and email copy for each step. Saved to your account.
Available merge tags — click to copy
{{first_name}} {{dealership_name}} {{rep_name}} {{inventory_url}} {{booking_url}} {{finance_url}} {{stop_text}}
Loading templates…
Activity Log
All imports, assignments, sends and replies
Loading…
Settings
Configure Twilio, SMTP, and your dealership profile
📱
Twilio SMS
Not Connected
✉️
Email (SMTP)
Not Connected
🔔
Reply Notifications
When a contact replies to any SMS, their sequence is automatically paused and you'll receive an SMS and email alert instantly.
🗄️
Archive Settings
Contacts are automatically archived after completing their last sequence step.
🏢
Dealership Profile