Tregovia follow-up sequences let teams build multi-step email and SMS cadences from templates or custom steps, trigger them from CRM events, and monitor each active run.
Automation builder
Post-visit follow-up
Trigger
ActiveAppointment completed
Starts when a matching CRM event is published
Send check-in email
Personalized with client context
Send SMS nudge
Short message with opt-out-safe delivery
Send final email
Follow-up if the sequence is still active
18
Active runs
42
Sent steps
3
Skipped
Workflow
Build a cadence once, connect it to a trigger, then let Tregovia enroll clients and schedule each step through the background worker.
Clone built-in templates for speed-to-lead, appointment reminders, post-visit follow-up, no-show recovery, overdue invoices, estimates, reactivation, and more.
Sequences can run on client creation, appointment completion, deal creation, estimate sent, invoice overdue, or manual enrollment.
Each step has its own channel, delay, and message template. Email bodies and SMS copy can use client context variables.
When a matching event fires, Tregovia starts an instance, enriches it with client context, and schedules the first step.
Managers can pause, resume, and cancel active runs. Deactivating or deleting a sequence cancels active instances.
Sequence detail pages show total runs, active, completed, cancelled, failed, average completion time, and per-step sent, skipped, and failed counts.
Templates
The seed templates cover common service-business workflows and can be cloned into editable sequences.
A new-client sequence with immediate email and SMS steps for fast acknowledgement.
A sequence for unanswered estimates with email and SMS touchpoints over several days.
A longer cadence for dormant clients using email and SMS at configurable delays.
Automation in the CRM
Follow-up sequences do not live in a separate email tool. They subscribe to Tregovia events such as appointment completion, client creation, estimates, overdue invoices, and sales pipeline deals.
Each run stays attached to the tenant and client. Delivery respects notification preferences, failed steps are recorded, and the worker can re-queue lost pending executions.
Preference checks
Email and SMS steps check tenant and client notification preferences before sending.
Human control
Managers can activate, deactivate, pause, resume, cancel, clone, edit, and delete sequences.
Worker recovery
A scheduled task can re-queue pending step executions that were left behind.
FAQ
Short answers based on the current Tregovia implementation.
Turn repeat client communication into managed email and SMS sequences tied to the CRM events your team already tracks.