Automation
Automate the Follow-Up. Keep the Conversation.Sales automation software that starts from the call, not from a mailing list.
Build sequences of emails, texts and call tasks on one canvas, and let the outcome of each call decide the next step. CRM rules assign owners, move deals and raise tasks for you, and messages wait for your sending hours.
- Email, text and call steps
- Branches on the call outcome
- Quiet hours built in
How it works
- A new lead arrivesAdded to the right sequence automatically
- Email and text stepsSent inside your sending windows
- A call task for the repWith their name and a due time
- The outcome picks the branchAnswered, voicemail, busy or no answer
- Goal reachedThe sequence stops by itself
The Follow-Up, Done for Your Team.
What Sales Automation Software Does, When It Starts from the Call.
Sales automation software does the repetitive follow-up for your team: sending the next email or text, raising call tasks, assigning owners and moving deals, on a schedule and on rules you set, so no lead waits on somebody remembering.
Most tools automate email and stop there. Adoptiv starts from the call. In a sequence, email, text and call-task steps sit on one canvas, and the outcome a rep picks when they hang up (answered, voicemail, busy, wrong number or no answer) decides the next step. That is sales cadence software and automated call tasks in one place, built with the sequence builder.
Around the sequences, CRM workflow automation handles the housekeeping. A stage change, a new record, a field update, a reassignment, a schedule or a quiet spell can set a rule off, and the rule sends the email, assigns the owner, raises the task, sets the field, moves the stage or calls a webhook.
The guardrails are built in. Sending windows hold messages until your hours, a suppression list is checked when someone joins and again before every send, and reaching a goal stops the sequence. For lead nurturing automation across email and text, it works as a sales engagement platform with the phone inside it.
What Changes for Your Follow-Up.
Before
Follow-ups depend on somebody remembering.
With Adoptiv
New leads join the right sequence the moment they are created.
Before
Everyone gets the same email, whatever happened on the call.
With Adoptiv
The call outcome a rep picks decides the next step.
Before
Customers who already bought keep getting the sequence.
With Adoptiv
Reaching the deal stage you name stops it for them.
Call-Aware Automation vs an Email Sequence Tool.
| What | A separate email sequence tool | With Adoptiv |
|---|---|---|
| Knows how the call went | A separate email sequence tool: No | With Adoptiv: Yes: the outcome picks the branch |
| Channels | A separate email sequence tool: Email | With Adoptiv: Email, text and call tasks on one canvas |
| CRM housekeeping | A separate email sequence tool: Synced between tools | With Adoptiv: Rules run inside the CRM |
| Messages at night | A separate email sequence tool: Depends on setup | With Adoptiv: Held until your sending window |
| Do-not-contact list | A separate email sequence tool: Synced between tools | With Adoptiv: Checked on joining and again before every send |
Automation for Teams That Follow Up by Phone.
Everything in Automation & Flows.
Automation Questions, Answered.
What is sales automation software?
Software that does the repetitive follow-up for your team: sending the next email or text, raising call tasks, assigning owners and moving deals, on a schedule and on rules you set.
Can a sequence include calls and texts, not just emails?
Yes. Email, text and call-task steps sit on one canvas. A call step puts a task on the rep, and the outcome they pick when they hang up decides the next step.
Does it stop when someone buys?
Yes. Name the deal stage that means the sequence worked, and reaching it stops the sequence for that person.
Will messages go out in the middle of the night?
Not if you set sending windows: a step that comes due outside them waits until the window opens. Start a sequence with a short wait and the first message follows the window too.
Can I connect it to my other tools?
Yes. Inbound webhooks bring leads in from other systems, and the REST API gives your developers the same access a person on your team has, no more.
What is a sales cadence?
The planned order of touches after first contact: which channel, on which day, and what happens if they answer. In Adoptiv a cadence is a sequence with waits and branches between the steps.
Can I A/B test a sequence?
Yes. Run two versions side by side. Each person stays on one side for the whole sequence.
How do leads get into a sequence?
Automatically when they are created, when a stage moves or a tag lands, or by hand from a list.
Do I need a developer to set it up?
No. Sequences and rules are drawn and set on screen. The REST API and webhooks are there for when your developers want them.
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