Product

    Automated sales follow-up

    Follow-ups to customers who went quiet, on the channel they use, with handoff to a person for big deals and every result written into your CRM.

    Updated

    • NTUC Health
    • Raffles Hotels & Resorts
    • EtonHouse International School

    What it does

    Goal-based follow-ups

    • Your rules, or the AI's judgment
    • Once, twice or until a goal is met
    • Stops when they reply, book or pay

    Multi-channel follow-ups

    • Email and WhatsApp
    • Approved templates on WhatsApp
    • Only to people who wrote to you first

    Human takeover on key deals

    • Flag by deal value or your own rule
    • A named salesperson is pinged
    • The AI keeps warm or steps back

    Follow-up tracking

    Dashboards & Reports

    • Who needs a follow-up today
    • Follow-ups sent and replies
    • A page you shape by asking Volty

    CRM logging

    Volty CRMHubSpotSalesforceAttio

    • Follow-ups and replies logged
    • Stages move when the customer answers
    • Volty's CRM or your own
    • SkinLab
    • Yong Kang TCM Clinic
    • Creative Eateries

    “Now with automation, we deliver faster, more consistent responses… and the humans focus on the higher-value, personalised customer service.”

    Jolene, Marketing Director, SL Aesthetic Group

    Jolene

    Marketing Director, SL Aesthetic Group

    • SkinLab

      Staff are pinged to follow up treatment interest.

    • Creative Eateries

      Stalled catering deals get a nudge.

    • Yong Kang TCM

      Staff get a ping when a customer stops replying.

    How it works

    1. 01

      Say who needs a follow-up

      Your rules, such as three days of silence after a quote, or ask the AI to pick the chats worth chasing.

    2. 02

      Choose the sequence and the goal

      How many follow-ups, on which channel, and when to stop. Big deals can go straight to a named person.

    3. 03

      Approve it

      An admin approves the automation once after a test run that sends nothing. Every nudge to a customer can wait for a tap.

    Frequently asked questions

    Start your Sandbox Trial

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · October 8, 2026

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