Introducing the Task Automation Module—designed to help your team stay on top of follow-ups and customer engagement without lifting a finger.

With this powerful new feature, SitePad CRM can now automatically create follow-up tasks and reminders based on customer or prospect activity (or inactivity).

Here’s what’s now possible:

📅 Timed Follow-Ups

• Automatically create a Call, Email, or other task for a BDM X days after a Customer or Prospect is added to SitePad.

🔕 Inactivity Reminders

• Automatically create a task if a Customer or Prospect has had no activity in the last X days—helping your team re-engage and close more opportunities.

To configure the Task Automation, go to Settings > More Settings > Automated Tasks and set your preferences.

Set it once and let SitePad handle the reminders—no more missed follow-ups!