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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START WITH A TRIGGER
Choose the event that kicks off your automation. Six trigger types cover every touchpoint in your proposal workflow.
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.
Stop losing deals.
Start closing them.
Join hundreds of growing field service companies using Smarter Launch to win more business every day.