01
Behaviour-based enrolment
Define who counts as cold using CRM stage, inactivity and other lead signals instead of maintaining a static list.
Features/CRM & Retention
Follow up with every quiet lead. On their timeline, not yours.
Create an evergreen sequence once and Modus enrolls each matching lead when they go cold. Every contact moves through the schedule on their own clock, and the automation stops as soon as they reply.
No warm lead forgotten because a rep missed a reminder
Each contact receives the sequence from their own enrolment date
Replies stop future steps automatically
Built into the workflow
Everything you need to run it.
This is part of the same Modus workspace as your inbox, CRM, orders and analytics — not a disconnected add-on.
02
Multi-step template sequence
Choose up to five approved WhatsApp templates and set the delay before each step.
03
Per-contact timing
A lead who goes quiet today and one who goes quiet next week each receive the full cadence from their own start date.
04
Reply-aware stopping
The moment a contact responds, Modus exits them from the remaining steps and returns the conversation to the normal AI or human flow.
How it works
1
Set the cold-lead rule
Choose the audience and how long inactivity must last.
2
Build the cadence
Arrange approved messages over the following days.
3
Let replies take over
Engaged contacts exit automatically; quiet leads continue.
Frequently asked questions
How is a follow-up sequence different from a campaign?
A campaign sends to an audience on one shared schedule. A sequence is an always-on rule that enrolls each lead when their own behaviour matches the trigger.
Does a customer reply stop the sequence?
Yes. A reply immediately prevents the remaining sequence steps from sending.
Do sequence messages need Meta approval?
Yes. They are proactive messages that may land outside the 24-hour window, so each step uses an approved WhatsApp template.
Can the same contact enter again later?
Yes, if they re-engage and later match the cold-lead rule again. Each enrolment is tracked separately.
Works especially well with
AI & Conversations
WhatsApp campaigns
Send approved WhatsApp broadcast templates to CRM audiences or CSV lists with scheduling, warm-up limits and recipient-level delivery reporting.
CRM & Retention
Visual CRM pipeline
Track every WhatsApp, web and Instagram lead on a visual CRM pipeline with automatic stages, lead scores, ownership and complete conversation context.
AI & Conversations
Shared team inbox
Manage WhatsApp, website chat and Instagram conversations in one shared inbox with AI replies, lead scores and a focused human-handoff queue.
Put the whole growth loop in one place.
Connect your channels, train the agent and trace every conversation through to revenue.