PursuitCRM — Follow-up Automation

No lead goes cold: AI drafts every next-step email and books the reminder for the rep.

B2B sales 2.6× follow-up rate · 35% more closed deals

PursuitCRM — Follow-up Automation — main screenshot

Why we built it

Reps followed up once, maybe twice, then moved on — while research says most deals need five-plus touches. PursuitCRM turns follow-up into a system: sequenced touches, AI-personalised from what the lead actually asked about.

Project scope

Timeline sequences per lead source
AI-drafted emails personalised from enquiry content
Best-time-to-call prediction for phone tasks
Reply detection pauses the sequence instantly
Case-study selector matches the lead's industry
Manager view: sequence performance by rep

Technology used

Next.jsTypeScriptClaude AI (drafting)MongoDBEmail APIsAnalytics

Result

2.6× follow-up rate · 35% more closed deals

Representative project — client details anonymised for confidentiality. Ask us for a live walkthrough.

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Inside the product

screenshot — The rep's phone: today's calls with AI context ready.