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AdamationAIAdamationAI

CRM follow-up workflows

No lead goes cold. Ever.

AI orchestrates follow-up across email, SMS, phone, and calendar. Every interaction logs back to your CRM automatically.

Four channels. One workflow.

AI picks the right channel at the right time based on lead behavior and preferences.

Email
SMS
Phone
Calendar

Works with your existing CRM.

No rip-and-replace. AdamationAI layers on top of what you already have.

Follow Up BosskvCOREBoomTownSierra InteractiveLionDeskReal GeeksWise AgentPropertybase

Workflows that respond to what actually happens

Three trigger examples that run on autopilot.

When

New lead, no response in 4 hours

Then

SMS reminder fires automatically

When

Deal stalls for 14 days in active negotiation

Then

Escalation alert sent to team lead

When

Closing happened 30 days ago

Then

Referral request email generated and sent

How it works

  1. 1Lead arrives and is captured in your CRM
  2. 2Trigger fires based on your rules (new lead, stage change, days since last contact)
  3. 3AI analyzes lead data and history
  4. 4Automated sequence deploys across multiple channels
  5. 5Agent is notified when human action is needed
  6. 6All interactions log back into your CRM automatically
  7. 7Next step triggers based on the lead's response
  8. 8Process repeats until deal is closed or archived

Why manual follow-up fails

  • Leads slip through because follow-up depends on agent memory
  • Team has no visibility into who followed up and when
  • Sequences are inconsistent across agents and deals
  • Stale deals never get revisited or re-engaged

Common questions

How does CRM automation actually work?+
You define a trigger, for example "new lead" or "deal stalls after 7 days." When that trigger fires, AdamationAI automatically sends a sequence of emails, SMS messages, or phone reminders. Everything logs back in your CRM. No manual work.
Does this replace my CRM?+
No. AdamationAI works with your CRM as an intelligence and automation layer on top. We add the sequences, scoring, and routing. Your CRM keeps storing the data.
Can I personalize automated messages?+
Yes. You define the templates. AI personalizes them with lead name, property details, agent name, and market context. Responses sound like your team, not a robot.
Which CRM platforms do you support?+
Follow Up Boss, kvCORE, BoomTown, Sierra Interactive, LionDesk, Real Geeks, Wise Agent, and Propertybase. We add integrations regularly.
Can I see what was sent and when?+
Yes. Every follow-up, response, and milestone is tracked. Your dashboard shows open rates, reply rates, and sequence completion so you know what is working.
How long does setup take?+
Seven to ten business days. We handle CRM integration, workflow configuration, and optimization. You get a live, tested system, not a DIY project.

Watch a full follow-up sequence fire live.

30-minute demo. We will trigger a real sequence so you can see every step from lead arrival to booked appointment.

Book a strategy call