Follow-ups that happen without you
Set the rule once and let it run. When a job moves stages, Infrabello sends the email or creates the task for you — new-lead replies in seconds, a review request when the crew wraps, nudges on proposals that sit unsigned. The busywork you always meant to do, done every time.
- Trigger on any stage change — new lead, install done, cold lead
- Send an email or assign a task to the right person
- Delays and pipeline filters so nudges fire on your schedule
Every follow-up handled the second it should be
Stop relying on sticky notes and good intentions to keep leads warm.
Stage-based triggers
Fire an action the moment a job lands in any stage — new lead, inspection booked, install complete, closed lost.
Automatic emails
Send the homeowner a templated email with their name, job details, and your branding filled in.
Auto-assigned tasks
Drop a task on the right rep or the office — order material, call the adjuster, schedule the crew — so it never gets forgotten.
Review requests, on cue
Write your review-request email once, with your Google review link, and send it when the job hits the stage you pick — the moment the homeowner is happiest.
Wait steps and timing
Hold an email for hours or days, or until the next business morning — so a cold-lead nudge lands three days out, not the same afternoon.
Conditions and rules
Only fire when it fits — limit a rule to one pipeline, like insurance or retail, or to the stages, statuses, and event types you pick — so the right message reaches the right homeowner.
Up and running in three steps
- 01
Pick the trigger
Choose the stage or event that kicks things off — a new lead lands, a proposal gets signed, an install wraps up.
- 02
Set the action
Decide what happens: email the homeowner, move the job, or task a rep. Add a delay or a pipeline filter if you need one.
- 03
Let it run
Turn it on once and it fires on every matching job from then on — no reminders, no dropped follow-ups.
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