Automations

Set it up once. Let it run.

Build automations with triggers, filters, and actions — no code required. Follow up on open proposals, alert your CRM on acceptance, or push data anywhere via webhook.

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Trigger

Choose the event that kicks off your automation. Six trigger types cover every touchpoint in your proposal workflow.

Automated Follow-Up

Follow up without
lifting a finger.

Set up follow-up sequences once and let Smarter Launch do the work. Every proposal that goes unanswered gets automatically followed up on — at the right time, with the right message — until the customer responds.

  • Time-based follow-up sequences
  • Email follow-up at every stage
  • Customizable messages per step
  • Triggers on proposal sent, viewed, or declined
  • Team notifications on acceptance
  • Extend with integrations for custom workflows

No deal falls through the cracks

Proposals that go unanswered are automatically followed up on based on a schedule you define — without your team having to remember to do it.

Triggers on every proposal event

Set automations to fire when a proposal is sent, viewed, declined, or accepted. Each state can have its own follow-up sequence and team notification.

Extend with integrations

Connect to your CRM, Zapier, or webhooks to add custom automations on top of the built-in sequences — tailored to how your business operates.

Built for the field. Designed to close.

Stop losing deals.
Start closing them.

Join hundreds of growing field service companies using Smarter Launch to win more business every day.

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