Omnichannel Follow‑Up

Leads get contacted in one channel, then vanish in another. Without a shared timeline, teams duplicate work, miss next steps, and reps enter conversations blind — lowering contact rate and trust.

• - Context lost between SMS and email
• - Duplicate outreach annoys prospects
• - No attribution per channel touch
• - Manual copying between tools

Centralize conversations on the Lead record, apply channel-aware automation with consent checks, and close loops with clear touch outcomes that feed attribution and pipeline reporting.

• - Unified inbox per lead
• - Cross-channel memory
• - Automated follow-up sequences
• - Touch outcome tracking

Each channel has different expectations for tone, timing, and compliance. Legible applies templates and quiet hours per surface while keeping one brand voice from your knowledge base.

• - SMS: short, consent-checked, time-boxed
• - Email: longer nurture with tracking
• - WhatsApp: conversational thread continuity
• - Voice: warm handoff from digital touches

Sequences trigger on intent, stage, or inactivity — but humans can pause, override, or take over anytime. DNC and consent gates run before every automated outbound touch.

• - Lead Sets for segmentation
• - Branch on reply or click
• - Human task steps in journeys
• - DNC enforcement at execution

Touch outcomes tie each message to pipeline movement. Attribution views show which channel and step converted — so you invest in what works instead of blasting every list.

• - Per-touch conversion metrics
• - Channel attribution dashboards
• - Export for QBR and finance
• - Iterate templates from data