Sales automation
Automate client follow-ups, project communication and sales workflows from one connected platform.
Key automation capabilities
Client follow-ups
Automate reminders, follow-ups and next actions for prospects and clients.
Client communication
Keep customers informed with automated updates and project notifications.
Sales workflow automation
Trigger actions automatically across sales and client management processes.
Activity tracking
Track interactions, tasks and client engagement from one place.
Sales automation in action
See how client communication and sales workflows are triggered automatically throughout the customer lifecycle.
From manual client follow-up to automation
See how SquidWeb automates client follow-ups, quote tracking and account management workflows.
Before SquidWeb
Manual follow-up emails
Client check-in calls
Quote monitoring
Reminder notes
Spreadsheets tracking
Client status checks
With SquidWeb
Follow-up reminders created automatically
Quote status tracked automatically
Key account tasks generated automatically
Automated review requests sent
Key account contact reminders
Inactive clients alerts
