Chase quotes and proposals
A friendly nudge after three days, another after a week, then a task for a person if there's still no answer.
Product / Automations
The follow-ups run themselves.
Reminders, chasers, hand-offs and confirmations happen on time, every time, without anyone remembering to do them.
Setup, data migration and training included on every plan.
The jobs worth automating.
Most firms lose work not to competitors but to slow replies and forgotten chasers. These are the automations firms ask for most.
Confirm and remind
Appointment confirmations and reminders the day before, by text, WhatsApp or email, to cut no-shows.
Hand over cleanly
When a deal is won, the right person gets a task with everything they need to start.
Renewals and expiries
Reminders before contracts, tenancies, certificates or reviews are due, to your team and your client.
Collect documents
Ask for ID, forms or photos and chase until they arrive, ticking them off as they do.
Ask for reviews
When work is finished, invite happy clients to leave a review on Google or Trustpilot.
Built with you, not by you.
You tell us how work should flow. We build it, test it with you and adjust it as your firm changes.
- We learn how you workA setup call about how enquiries arrive, who handles them and how you win work.
- We build your workspacePipeline stages, fields, templates and automations shaped to your firm.
- We move your dataContacts and history brought across from spreadsheets or your old system, checked by our team.
- We train your teamLive sessions until everyone works from Kesslan, then a named contact afterwards.
Questions, answered
Do we need to build automations ourselves?
No. We build them with you during setup, and your named contact can adjust them later.
Can automations send WhatsApp messages?
Yes. Follow-ups can go by email, SMS or WhatsApp, and they stop when the client replies on any channel.
Which plans include automations?
Automations are included on Firm and Private. Studio includes follow-up reminders for your team.
Keep exploring
Sales pipelineA sales pipeline shaped to how your firm wins work. Deals move stage by stage, follow-ups go out on time, and every deal's value is in one view.Kess AIKess is the AI assistant built into Kesslan. It drafts replies, summarises long threads, chases follow-ups and answers questions about your clients and deals.WhatsApp CRMRun WhatsApp Business from a CRM your whole team can use. Shared conversations, client history, follow-ups and AI-drafted replies, set up for you.ReportingSee which channels bring enquiries, how fast your team replies and what each source is worth, without building a spreadsheet.
Try Kesslan free for 14 days.
Answer a few questions and Kess sets up a workspace shaped to your firm in under a minute. Nothing is charged for 14 days.