{"id":10950,"date":"2026-07-06T11:06:42","date_gmt":"2026-07-06T11:06:42","guid":{"rendered":"https:\/\/reachowl.com\/blog\/?p=10950"},"modified":"2026-07-06T11:12:26","modified_gmt":"2026-07-06T11:12:26","slug":"automate-follow-ups-with-advanced-crm-stages","status":"publish","type":"post","link":"https:\/\/reachowl.com\/blog\/automate-follow-ups-with-advanced-crm-stages\/","title":{"rendered":"How to Automate Follow-ups with Advanced CRM Stages in ReachOwl"},"content":{"rendered":"\n

Managing conversations manually becomes increasingly difficult as your outreach grows. With ReachOwl’s Advanced CRM<\/a><\/strong>, you can automatically organize contacts into different pipeline stages and trigger personalized follow-up messages based on campaign activity.<\/p>\n\n\n\n

Instead of manually tracking every lead, ReachOwl moves contacts through your sales pipeline automatically, ensuring every prospect receives the right message at the right time.<\/p>\n\n\n\n

In this guide, you’ll learn how to create CRM stages, configure automated follow-up messages, and build an automated outreach workflow using ReachOwl’s Advanced CRM.<\/p>\n\n\n\n

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What is Advanced CRM?<\/h2>\n\n\n\n

Advanced CRM<\/strong> is a powerful automation feature in ReachOwl that helps you organize leads into different stages throughout your outreach process.<\/p>\n\n\n\n

As contacts interact with your campaigns, ReachOwl can automatically move them into predefined CRM stages based on specific campaign events. Each stage can also have its own automated follow-up message, allowing you to build a hands-free nurturing workflow.<\/p>\n\n\n\n

Unlike traditional CRMs, ReachOwl does not include predefined stages<\/strong>. You have complete flexibility to create stages that match your own sales process or outreach workflow.<\/p>\n\n\n\n

For example, you might create stages such as:<\/p>\n\n\n\n

    \n
  • Request Sent<\/li>\n\n\n\n
  • Message Sent<\/li>\n\n\n\n
  • Follow-up Sent<\/li>\n\n\n\n
  • Interested Prospect<\/li>\n\n\n\n
  • Demo Scheduled<\/li>\n\n\n\n
  • Customer<\/li>\n<\/ul>\n\n\n\n

    Or you can create any stage names that best fit your business requirements.<\/p>\n\n\n\n

    \"Advanced<\/figure>\n\n\n\n
    \n\n\n\n

    Step 1: Open CRM Stages<\/h2>\n\n\n\n

    After logging into your ReachOwl account:<\/p>\n\n\n\n

      \n
    1. Click CRM<\/strong> from the left sidebar.<\/li>\n\n\n\n
    2. Select Stages<\/strong>.<\/li>\n<\/ol>\n\n\n\n

      The Stages<\/strong> page displays all of your existing CRM stages.
      <\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n
      \"\"<\/figure>\n\n\n\n
      \n\n\n\n

      Step 2: Create a New CRM Stage<\/h2>\n\n\n\n

      To create a new stage:<\/p>\n\n\n\n

        \n
      1. Click Add a Stage<\/strong>.<\/li>\n\n\n\n
      2. Enter a stage name that matches your workflow.<\/li>\n<\/ol>\n\n\n\n

        There are no predefined stage names<\/strong>, so you’re free to create stages based on your own outreach process.<\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n

        For example:<\/p>\n\n\n\n

          \n
        • Request Sent<\/li>\n\n\n\n
        • First Message Sent<\/li>\n\n\n\n
        • Waiting for Reply<\/li>\n\n\n\n
        • Interested Prospect<\/li>\n\n\n\n
        • Qualified Lead<\/li>\n\n\n\n
        • Customer<\/li>\n<\/ul>\n\n\n\n

          You can also create completely custom stages that suit your team’s workflow.<\/p>\n\n\n\n

          \"\"<\/figure>\n\n\n\n
            \n
          1. Click Save<\/strong>.<\/li>\n<\/ol>\n\n\n\n

            Your new stage will now appear on the CRM board.<\/p>\n\n\n\n

            \n\n\n\n

            Step 3: Manage Your CRM Stage<\/h2>\n\n\n\n

            Each CRM stage has a three-dot (\u22ee) menu<\/strong> in the upper-right corner.<\/p>\n\n\n\n

            \"\"<\/figure>\n\n\n\n

            From this menu you can:<\/p>\n\n\n\n

            Edit Stage<\/h3>\n\n\n\n

            Rename the stage whenever your workflow changes.<\/p>\n\n\n\n

            Edit Stage Message<\/h3>\n\n\n\n

            Create or update the automated message that will be sent whenever a contact enters this stage.<\/p>\n\n\n\n

            Delete Stage<\/h3>\n\n\n\n

            Remove the stage if it is no longer needed.<\/p>\n\n\n\n

            \n\n\n\n

            Step 4: Create an Automated Follow-up Message<\/h2>\n\n\n\n

            Click Edit Stage Message<\/strong>.<\/p>\n\n\n\n

            A popup window will appear where you can create the message that should automatically be sent whenever a contact reaches this stage.<\/p>\n\n\n\n

            \"\"<\/figure>\n\n\n\n

            Example<\/h3>\n\n\n\n
            Hi {{first_name}},

            Thanks for connecting!

            I'd love to show you how ReachOwl can help automate your outreach and generate more qualified conversations.

            Book a quick demo here:

            https:\/\/your-demo-link.com<\/code><\/pre>\n\n\n\n
            After writing your message, click Save Message Template<\/strong>.<\/p>\n\n\n\n
            Your automated follow-up message is now ready.<\/p>\n\n\n\n
            \n\n\n\n
            Step 5: Create Your Campaign<\/h2>\n\n\n\n
            Create a campaign as you normally would.
            <\/p>\n\n\n\n
            \"\"<\/figure>\n\n\n\n
            Complete all campaign settings, including:<\/p>\n\n\n\n