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Sales Pipeline & Followup Automation

Stop Letting Hot Leads Cool Off, Automate Your Follow-Up and Win More Deals

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Proposal Automation System

Most businesses don’t lose deals because they can't sell.

They lose deals because they can’t follow up fast enough.

Think about it.

A lead comes in.

You have a great first call.

You send the proposal.

Maybe you even get a positive response.

And then…

You get busy.

They get busy.

The excitement fades.

Another week passes.

Now when you reach out?

They’re colder.

Less engaged.

Distracted.

What felt like a sure thing slips away — quietly, frustratingly, permanently.

The truth?

Sales aren’t lost in the pitch.

They’re lost in the follow-up.

In today’s world, people are busier, more distracted, and bombarded with options.

If you aren’t consistently and proactively nudging your prospects forward, someone else will.

Waiting for prospects to “get back to you” doesn’t work.

Forgetting to follow up at the right time costs you deals.

Sales isn't about who’s the best closer.

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It’s about who stays top of mind.

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What if your follow-up was faster, smarter, and totally automatic?

Imagine a system that:

✅ Tracks every lead in your pipeline Knows exactly how long they’ve been in each stage

✅ Sends perfectly timed nudges when they stall

✅ Personalises the follow-up message based on where they are in their journey

✅ Alerts your team the moment someone re-engages

That’s exactly what our Sales Pipeline & Follow-Up Automation System does.

✅ You never forget to follow up

✅ You never lose a lead to busyness

✅ You stay top of mind — automatically.

Let us handle the follow-through

Following up manually is like trying to juggle with your eyes closed.

When your proposal arrives in minutes — not days — you’re not just faster.

You’re first!

You’re more impressive!

Let’s turn your sales calls into signed dealsfaster than ever.

 You’re the one who gets the signature, not your competitor.

🚀 Higher Close Rates

Nudge prospects exactly when they’re most likely to buy

Timing is everything. Our pipeline automation identifies when leads are warmest and triggers the perfect follow-up — not too soon, not too late — so you dramatically increase your chances of closing the deal.

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⏰ Less Manual Chasing

Your team spends time closing, not checking spreadsheets

No more wasting hours digging through CRMs, wondering who needs a follow-up. Your reps can focus on real conversations and negotiations, while the system handles the reminders, nudges, and scheduling in the background.

Less Manual Chasing CRM 1

🧠 Smarter Prioritisation

Focus on the warmest, most engaged leads first

Not all leads are created equal — and not all should be chased equally. Automation ranks and prioritizes prospects based on engagement signals, so your team always works on the hottest opportunities first — without guesswork.

Smarter Prioritisation CRM

📉 Reduced CRM Bloat

No more ancient leads clogging your pipeline and confusing your team

Over time, stale and unresponsive leads create noise, slowing your team down. Our automation system quietly cleans house, closing or archiving dead leads, keeping your CRM sharp, accurate, and focused on what matters most.

Reduced CRM Bloat Clean

🏆 More Consistency, Less Chaos

Every lead gets the right next step, at the right time, every time

Forget relying on memory or sticky notes. Every prospect moves through a structured follow-up journey, ensuring no one falls through the cracks. Your team becomes more consistent, your pipeline flows smoothly, and your results skyrocket.

More Consistency Less Chaos

It’s like having your best salesperson, with a personal assistant who never sleeps

And unlike other automation systems, we don’t just hand you a workflow and leave you to figure it out.

We tailor it to your business, your team, your brand voice — so it actually works in the real world.

Want to personalise your intro paragraph?

Done.

Need different templates for different services?

Easy.

Want to integrate directly with PandaDoc, Notion, or your favourite CRM?

We’ve got you!

Our Proposal Automation System is designed to do exactly that.

We integrate directly with your CRM or form capture system.

Once a sales event happens — a call, a form, a quote request — our system kicks in:

✅ It pulls the relevant details from the interaction (form fields, call transcripts, or CRM notes).

✅ It uses advanced AI to craft a clean, professional proposal using your pre-built template.

✅ It sends that proposal in PDF, Google Slides, or PandaDoc format — ready to impress.

And if you want, it’ll log it all in your CRM too.

✅ No admin needed.

✅ No follow-up stress.

✅ Just momentum.

You don’t just look more professional.

You close more deals.

When proposals show up fast, polished, and personalised — clients feel seen.

They feel prioritised.

And that confidence turns into conversion.

Build a pipeline that closes deals while you sleep

Take the Next Step with PIXELBIRD™

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The System knows when and how to re-engage.

Whether it’s an SMS, an email, or a task for your sales rep

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🔍 Stage Monitoring

The system monitors every lead’s journey through your pipeline.

📬 Automated Nudges

If a lead stays too long in a stage — like “Proposal Sent” or “Meeting Booked” — the system sends a gentle, persuasive follow-up.

🛠️ Dynamic Updating

Leads move forward based on their actions, keeping your CRM clean, accurate, and actionable.

📈 Data Visibility

Track response rates, bottlenecks, and sales velocity with live dashboards.

With a risk-free 30-day money-back guarantee.

✔️ Let us help put any worries to rest.

✔️ Take 30 days to put our sales automation to the test.

✔️ If you’re not thrilled, we’ll refund your investment – no questions asked.

FAQS

We focus on outcomes first – ensuring every strategy and tool is built to deliver real, measurable results like qualified leads, kept appointments, and closed deals. It’s not about using fancy tech for its own sake; it’s about using smart automation to get you more revenue. We combine proven sales tactics with cutting-edge AI to create a system that works 24/7 to grow your business.

Not at all. Our AI-driven tools are designed to empower your sales team, not replace them. We automate the repetitive tasks (like initial outreach, follow-ups, and scheduling) so that your human reps can focus on building relationships and closing deals. The personal touch remains where it matters most – our technology just makes sure no opportunity falls through the cracks.

Seamlessly. We’ll work with the systems you already have in place whenever possible – whether it’s your CRM, calendar, or website forms. Pixelbird’s Sales Automation Engine can often plug into your existing workflow. And if you don’t have the right tools, we’ll provide and set them up for you. The goal is a smooth integration that feels natural for your team, without a steep learning curve.

Many clients start seeing quick wins in the first few weeks – think higher contact rates and more appointments from leads that would have otherwise gone cold. Building a steady pipeline of high-quality leads can take a few months to fully mature, but our automation accelerates that process dramatically. We’ll set clear benchmarks, and you’ll see continuous improvements each step of the way – from lead volume, to meeting bookings, to reduced sales cycle length.

We measure success by closed-loop results. That means tracking everything from lead generation to appointments to closed sales. You’ll know exactly how many leads were generated, how many of those turned into meetings, and how many became paying clients. We provide clear analytics and transparent reporting, so you can see the ROI in terms of revenue, not just vanity metrics. In short, if it doesn’t help you close more deals, it’s not considered a success in our book.

We work best with service-based businesses that have an internal sales team and are ready to scale up. Our clients are often in fields like property & development, real estate groups, dental and medical practices, legal services, and other professional industries. If you rely on building relationships and trust to win clients (and you have growth ambitions), Pixelbird’s sales automation solutions are tailored for you. We partner with businesses that have an established foundation and want to accelerate their growth with more predictable sales.