Home Features Automated emails AUTOMATED EMAILS / INCLUDED IN EVERY PLAN Send follow-ups and updates automatically. Configure customer email sequences around the events in your sales and job process.
SOUND FAMILIAR? Following up works — until the office gets busy and the day disappears into urgent calls.
Make routine customer communication part of the process. 01 Follow up on quotes Set up sequences to keep a quotation conversation moving.
02 Confirm the next step Send configured messages when relevant events happen.
03 Messages written for your business Write your messages once and set when they are sent during quoting and production.
IN A WORKING DAY
How it works A quote goes out. A configured follow-up sequence checks in with the customer, while your team focuses on the enquiries that need a personal response.
AUTOMATED EMAILS · IN ACTION Automated Emails Triggered messages sent to customers as jobs progress.
Trigger Email Review
Job moves to Installation Installation update — Your installation is coming upWritten email — signature added automatically The customer — sent to the contact email on the lead or job Save automation 01 / 04 Create a customer email around a job event.
Automated Emails Triggered messages sent to customers as jobs progress.
Trigger Email Review
Job moves to Installation Installation update — Your installation is coming upWritten email — signature added automatically The customer — sent to the contact email on the lead or job Save automation Automated Emails Triggered messages sent to customers as jobs progress.
Trigger Email Review
Job moves to Installation Installation update — Your installation is coming upWritten email — signature added automatically The customer — sent to the contact email on the lead or job Save automation Automated Emails Triggered messages sent to customers as jobs progress.
Trigger Email Review
Job moves to Installation Installation update — Your installation is coming upWritten email — signature added automatically The customer — sent to the contact email on the lead or job Save automation Automated Emails Triggered messages sent to customers as jobs progress.
Installation update Your installation is coming up
Trigger: Job moves to Installation
Send Test Included in every Maxim Flow plan, along with all other features.
TALK TO THE DEVELOPER. Let’s talk about I’m Daniel, the developer behind Maxim Flow. Book a call with me to discuss your process, ask questions and see how Maxim fits your team. Choose a time in the calendar that suits you.
