Memory isn't a system
The second and third follow-up depend on someone remembering.
CRM · Sales Sequences
Sales email sequences, built into your CRM.
A sales sequence is a timed series of follow-up messages that runs until it ends. In Flaxxa CRM a sequence mixes email steps and WhatsApp template steps with waits between them, fills in {{merge}} fields for each person, skips anyone who has opted out and logs every step.
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Capabilities
Everything CRM ships with.
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Lead management
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Pipelines & deals
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Stage automations
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Sequences
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Scoring & forecasts
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Quotes, meetings & API
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- Through your provider
- Approved templates
- On qualify or stage
- Auto-enrol
- Every step's outcome
- Logged
01 / 04
Why do follow-ups stop after the first email?
Copy and paste
Reps rewrite the same follow-up email every day.
Wrong people
Without a list of opt-outs, people who said no get chased.
02 / 04
How does a sequence run in Flaxxa CRM?
Write the steps
Add email, WhatsApp template and wait steps, each with a delay in hours.
Choose the trigger
Enrol by hand, when a lead is qualified, or when a deal enters a stage.
It sends on time
The runner checks every minute and sends each step when it's due, with merge fields filled.
Track the outcome
Every step is logged as sent, skipped or failed, and the sequence completes at the end.
03 / 04
What can a Flaxxa CRM sequence include?
Email steps
Subject and body with {{first_name}} and other merge fields, or a saved template.
WhatsApp template steps
A Meta-approved template from your Flaxxa WAPI number, with variables mapped to fields.
Waits
Pause between steps for as many hours or days as you need.
Auto-enrolment
On lead qualified or deal stage, without double-enrolling anyone.
Enrolment caps
Limit how many people can be active in a sequence at once.
Opt-out handling
Unsubscribed, opted-out and suppressed contacts are skipped.
04 / 04
What changes when follow-up runs itself?
Consistent follow-up
Every lead gets every step.
Time back
Reps talk to people who reply.
Respectful
Opt-outs are honoured automatically.
Keep exploring
More CRM capabilities
Sales Automation
CRM workflow automation: when a lead is created, moves stage or is qualified, assign it, tag it, create a task, enrol it in a sequence or call a webhook.
WhatsApp CRM
A CRM with WhatsApp: send Meta-approved templates in sales sequences from your Flaxxa WAPI number and log inbound WhatsApp messages on the timeline.
Lead Management
Lead management software: capture leads by CSV, API or by hand, dedupe on email, phone or your id, assign owners, qualify and convert leads into deals.
FAQ
Sales Sequences: common questions
A series of follow-up messages sent automatically with set gaps between them, such as an email today, another in two days and a WhatsApp template after five. It keeps following up so your reps don't have to remember to.
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Spin up a workspace and put Sales Sequences through its paces.
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