Engagement Workflows

Stay Top of Mind and Turn Every Interaction into a Sales Opportunity

Prokeep ensures you never miss a chance to reconnect, upsell, or check in with customers—automatically triggering follow-ups and reminders that keep relationships warm and sales rolling. No more guesswork, no more missed opportunities—just seamless, AI-powered engagement that drives revenue.

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Right Message  +  Right Time  =  More Sales.

With Prokeep’s Engagement Workflows, you don’t just react — you anticipate. AI-powered automation ensures that no conversation goes cold, no opportunity is forgotten, and no sale is lost due to missed follow-ups.

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Never Miss a Moment to Reconnect

Automatically create follow-up tasks when customers go quiet, so your team can jump in and keep the conversation—and sales—flowing.
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Turn Missed Chances into New Wins

Set triggers that remind your reps when it’s time to check in, ensuring no opportunity gets left on the table.

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Keep Customers Close, No Sweat

Automate outreach and reminders to stay top of mind, strengthen relationships, and drive repeat business effortlessly.

Ready to Keep Your Customers Engaged?

48%
more sales conversions for businesses that follow up within 24 hours.
80%
of customers say they’re more likely to do business with a company that follows up after a purchase.
65%
of lost business could have been saved with better follow-up.

Stay Engaged. Drive More Sales. Build Lasting Relationships.

With Engagement Workflows, your customer data works for you—ensuring reps stay proactive, customers feel valued, and sales opportunities don’t slip away. Here's how it works:

  • Automate follow-ups to keep sales moving
  • Trigger check-ins based on customer activity
  • Take advantage of every opportunity with smart reminders
  • Turn one-time buyers into repeat customers with proactive outreach
  • Stay top of mind effortlessly with personalized engagement
  • Drive more sales by reaching out at the perfect moment
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Engagement Workflows is connected for even more sales opportunities

Unlock more revenue, smoother workflows, and happier customers with these built-in connections:

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Conversation History

Keep detailed records of all customer conversations in one place
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Preferred Routing

Customize workflows to make sure the right message gets to the preferred team member.
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Automated Order Updates

Keep customers in the loop on their orders without the added effort.
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Customer success

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Case Studies

NAPA Supplier increases engagement with Prokeep

"We use it across our locations to streamline communication and keep everyone on the same page. It helps our team stay engaged with customers, ensuring they get quick responses."

Read the full case study
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Case Studies

Johnstone streamlines re-engagement with outbound workflows

"We use it for communication with customers about events that we're having, we also do advertising on it if we have a new product, and we also use broadcast messaging to promote our online specials to where customers can go online and purchase those. It makes a huge difference."

Read the full case study
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Case Studies

Truckworx takes advantage of time-sensitive promotions with proactive text

"We love the idea of being able to mass communicate with our customers quickly because we'll have deals come across last minute and we dont have a lot of time to put together a flyer and push it out but we can send out a text message within minutes."

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Latest Content

Sales Driver Resources

See how mobile communication is changing the game for distribution and what you can do today to start winning more business and streamlining operations. Check out more of Prokeep’s sales driving features:

Unlock the potential of proactive sales communication

Discover how Prokeep can transform your customer relationships and drive your business success. Get started with a free trial today and we’ll schedule your personalized training.