Follow-ups: reminders and automatic follow-up emails

Leads from your site, the pipeline, projects, follow-ups and form submissions.

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How it works

Follow-ups (Customers → Open follow-ups) has two kinds: reminders that nudge you about something you meant to do, and automatic follow-ups that email a customer for you when they've gone quiet.
Reminders: add them there or on a customer's page; you get an email when one falls due. They also show on the Calendar.
Automatic follow-ups: switch on "Send automatic follow-ups", choose how many business days to wait (1–10) and write the subject and message ({name} and {business} are filled in). Only one follow-up is ever sent per conversation.
They only track emails you send from inside Presora, so they need a Presora email address — set one up in Email.
"Automatically reply to new leads with AI" (same page): answers a customer's email straight away from your business info; anything it can't answer confidently (a quote, a booking, a complaint) is left for you. At most one auto-reply per customer per day.

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