CRM Capability

Follow-ups reps actually complete

T7 Solution builds follow-up and reminder engines that combine cadences, tasks, escalations and AI nudges — so no deal dies in the follow-up graveyard.

Overview

Every sales team loses more revenue to missed follow-ups than to lost pitches. Calendar reminders don't scale, spreadsheets get abandoned, and generic CRM tasks pile up until reps ignore them all.

We build reminder engines that batch, prioritise and coach — surfacing the right five follow-ups today, with pre-drafted messages and one-tap completion.

Managers see per-rep follow-up completion, aging queues and cadence effectiveness in real ops dashboards.

What we ship

Cadences

Multi-step sequences across WhatsApp, email and call — with per-step timing, branching and stop conditions.

Smart reminders

Prioritised by deal value, stage and last-touch age — not by whoever created the task first.

Pre-drafted messages

AI drafts the follow-up message using deal context — rep reviews, edits and sends in seconds.

One-tap completion

Reps close tasks from WhatsApp, email or a mobile app — no logging into a laptop CRM.

Escalations

Overdue tasks auto-escalate to managers or reassign to backups with full context.

Completion analytics

Per-rep, per-cadence and per-stage completion rates surfaced live.

How we're different

Batched, not buried

Reps get a curated Top-5 for today — not a queue of 200 overdue tasks they'll ignore.

AI-drafted messages

Personalised drafts using deal context so 'follow up' becomes a 30-second send, not a 10-minute compose.

Cross-channel cadences

One cadence spans WhatsApp, email and call — with the right channel picked per contact preference.

Manager-visible

Cadence adherence, completion and effectiveness live in dashboards — not buried in per-rep views.

Tech stack

ReactTypeScriptSupabasePostgreSQLTwilioWhatsApp Business APISendGridOpenAI

Frequently asked questions

Can reminders go to WhatsApp?

Yes — via WhatsApp Business API. Reps and customers both get channel-appropriate reminders.

Can the AI draft messages in Hindi or Arabic?

Yes — multi-lingual drafting is supported for English, Hindi, Gujarati, Arabic and more.

How does escalation work?

Overdue tasks re-route based on your rules — to manager, backup rep, or a shared queue — with full deal context attached.

Can we run cadences over calls too?

Yes — cadence steps can include queued call tasks with dialer integration, plus optional AI voice agents for tier-1 follow-ups.

Ready to Build Your AI Product?

Talk to a senior AI consultant from T7 about your industry, workflow, or product idea. Free, no commitment — reply within one business day.

  • · AI feasibility & architecture review
  • · Product / MVP roadmap
  • · Integration & automation strategy