No Lead Goes Cold. No Client Goes Dark.

Automated 6h, 12h, 24h, and 48h follow-up sequences for every inquiry. Permit updates, HOA board notifications, inspection reminders, and milestone alerts — all handled automatically.

4-interval follow-up sequence HOA board coordination Permit status alerts SMS, email, and call routing

Live Demo

Select a Trigger Event

Click a workflow trigger to see the automated communication sequence that fires for each scenario.

Trigger Events

New Lead Inquiry

Triggered when a new project inquiry is received and qualified by the Procurement Agent.

Capabilities

What the CRM Workflow Agent Handles

Every touchpoint in the client relationship is automated — from first inquiry through final closeout documentation delivery.

⏱

Timed Follow-Up Sequences

4-interval sequences at 6h, 12h, 24h, and 48h post-inquiry. Each interval uses a different channel — SMS, email, then call routing — to maximize contact rate.

🏢

HOA Board Communication

Handles board-specific communication: meeting coordination, resolution requirements, proxy authorization reminders, unit owner notification templates, and reserve fund documentation.

📋

Permit Status Notifications

Monitors permit queues and triggers automatic client notifications when permits are submitted, approved, corrected, or issued. No more client calls asking "where's the permit?"

🗓

Inspection Reminders

72-hour and 24-hour pre-inspection notifications sent to property manager and relevant parties. Post-inspection results posted automatically within 2 hours of clearance.

💬

Multi-Channel Delivery

SMS for time-sensitive alerts, email for documentation and board communication, and call routing for high-urgency events. Channel preference is set per client at intake.

🔁

Re-engagement Triggers

Detects when a previously cold lead re-engages with BAM content, the estimator page, or the project tracker — and automatically re-activates the follow-up sequence.

Connect

Every BAM Project Runs on This Workflow

CRM automation is built into every BAM Construction contract. Clients receive automatic updates from day one — no setup required.

Start a Project — (941) 204-3306

CRM Workflow Agent

Automated follow-up · Agent 04