Autotakt

The follow-up happens whether or not anyone remembers

Most enquiries are lost not to a decision but to silence. Follow-up runs on triggers: a call, then a message, then a record either way.

A desk at the end of the day: a diary open with a pen resting on it and a phone beside it.

Where the work is being lost today

01

The second contact never happens

The first call is made, the follow-up is forgotten, and the enquiry goes quiet.

02

Reminders are sent by hand

On a busy day they are skipped, and the no-show rate follows.

03

Nobody knows who was chased

Without a record, the same customer is called twice and another not at all.

How it runs with the assistant in place

From the moment the phone rings to the moment the job is closed, all in one flow. Every step on the record.

  1. 01

    Triggers

    The sequence starts as soon as the enquiry or appointment is created.

  2. 02

    Calls

    The AI voice assistant rings at the right moment.

  3. 03

    Messages

    If nobody picks up, a WhatsApp or email message follows.

  4. 04

    Closes

    A reply closes the loop and the outcome is written to the record.

The assistant at work

Forgotten follow-ups
0Forgotten follow-ups
Reminders
24/7Reminders
Per customer
1 timelinePer customer

A form submission lands as a lead, the AI agent calls and qualifies them, the follow-up carries on over WhatsApp, and the Outreach panel shows the week's activity.

09:41

Calling…

Sarah Mitchell

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nudgecrm.dev
InboxSearch…
Sarah Mitchell+44 7700 900118
Outreachlast 7 days
  • SMSarah MitchellNewWeb form · Rooftop PV quotenow
  • ECEmily CarterGot the quote, will re…1h
  • LWLeo WardCall · Qualified3h
  • GPGrace PriceThursday works5h
  • NCNoah CooperCall · No answer1d
  • AHAva HayesWhat would it cost mo…1d

Lead lands

Other use cases

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Listen to a real call from beginning to end, then we plan the setup around your business. The call takes 30 minutes.

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  • Works with your existing phone system
  • Automation included
  • UK GDPR aligned · 30+ languages