Every lead and every appointment gets the right email, on time.

Welcome every lead before a competitor calls

As soon as a lead is added to your CRM, they get a welcome email with your branding, your offer and what happens next. Leads that come in after hours can get their own version, so the message always fits.

• Personalized automatically. First name, product, address and more fill in from your CRM.
• Different leads, different emails. Swap the template by lead source, product or appointment type.

Bring back the people who almost booked

When someone enters their email on your form but doesn't finish, HeavySet follows up shortly after with a friendly reminder and a link back to complete it.

A confirmation that lands on their calendar

Every appointment booked through HeavySet gets a confirmation email with the date, time and address, plus a calendar invite attached so it shows up on their phone.

• Calendar invite included. Their phone reminds them too, with no extra step.

Reminders that keep the appointment top of mind

Send reminders days or hours before every appointment, on the schedule that fits your business.

Reschedules, cancellations and lost deals get a follow-up

Follow-up events watch for changes in your CRM. When an appointment is rescheduled or canceled, or a result comes back as No Sale, HeavySet sends the email written for that moment, alone or alongside a text.

• Drip campaigns too. Nurture leads for weeks with a mix of email and text steps.
• Welcome new customers. Send a sold email that sets expectations for install.

See which emails book appointments

The email dashboard shows what was delivered, opened and clicked, and how many appointments followed. Filter by template, source or automation and see which version performs best.