New Feature

Stop Losing Leads to Forgotten Follow-Ups

Share a link. Move a card. We'll send the emails.

Lead nurturing that works the way you do—whether you're a tech-terrified mortgage broker or a CRM power user. No learning curve. No maintenance. Just more deals closed.

The Real Problem Isn't Your CRM

It's that CRMs expect you to become a software expert just to send follow-up emails.

Leads Go Cold

You hang up from a great call, get pulled into the next thing, and forget to follow up. By the time you remember, they've moved on.

CRM Overwhelm

You have Bigin, HubSpot, or some CRM sitting unused. It has 50 features you don't need and a learning curve you don't have time for.

Manual Follow-Up Doesn't Scale

When you're juggling 20 leads at different stages, something always falls through the cracks. You know you should send that check-in email, but when?

"I have a CRM and have no idea how to use it."

— Every service professional we've talked to

Pick Your Level of Involvement

Three ways to use ILLIXIS Lead Nurturing—from zero-touch to full control.

Hands-off

Zero Maintenance

For those who won't log into another tool

How it works:

Share a form link on your website or social. Leads fill it out. Emails send automatically. You just close deals.

Daily maintenance:0 minutes/day
Best for:High-volume lead gen, social-first businesses
MOST POPULAR

Hands-on

Light Touch

For those who want visual control without complexity

How it works:

Add leads in 15 seconds from your phone. Drag cards between stages. The right emails send at the right time.

Daily maintenance:2-5 minutes/day
Best for:Relationship-driven sales, referral-based businesses

Integrated

Full Control

For those who already have a CRM they love

How it works:

Connect HubSpot or Pipedrive. When you move a deal in your CRM, ILLIXIS sends the right sequence automatically.

Daily maintenance:0 minutes in ILLIXIS
Best for:Established teams, agencies, CRM power users

Everything You Need, Nothing You Don't

Built for service professionals who want results, not another software certification.

ILLIXIS-Hosted Forms

Branded lead capture forms you can embed anywhere. When someone fills it out, they're automatically added to your pipeline and nurture sequence starts.

  • Share link on social, embed on website
  • Mobile-responsive, no coding required
  • Connects directly to your sequences

15-Second Quick Add

Just got off a call? Open ILLIXIS on your phone, tap +, enter name/email/stage. Done. The right sequence starts automatically.

  • Mobile-first design for between-calls use
  • Pick the stage, we handle the rest
  • See what emails will send before you save

Self-Classification Links

Magic links in your emails let leads advance their own stage. When they click "I'm ready to apply," they move to the next stage automatically.

  • Leads self-report their status
  • Reduces your manual updates by 80%
  • Works while you sleep

AI Playbook Generator

Tell us your business type. In 30 seconds, AI creates a complete pipeline, form, and email sequences tailored to your industry.

  • Works for any vertical (not just templates)
  • Customize everything after generation
  • Start with mortgage, real estate, or financial advisor playbooks

Pre-Built Playbooks for Your Industry

Select your business type. Get a complete pipeline, form, and email sequences in 30 seconds.

Mortgage Broker

Pipeline Stages

New LeadPre-QualifiedApplicationUnderwriting+2 more

Email Sequences

  • Welcome + what's next
  • Document checklist
  • +2 more sequences

Stop losing deals to forgotten follow-ups

Real Estate Agent

Pipeline Stages

InquiryQualifiedShowingOffer+2 more

Email Sequences

  • Home buying guide
  • Pre-showing prep
  • +2 more sequences

Nurture 50 leads without lifting a finger

Financial Advisor

Pipeline Stages

ProspectDiscovery ScheduledPlanning ReviewProposal Sent+1 more

Email Sequences

  • Meeting prep
  • Post-meeting follow-up
  • +2 more sequences

Build trust on autopilot

Any Service Business

Pipeline Stages

AI generates stages for your business

Email Sequences

  • AI generates sequences for your process

Tell us your business, we'll build the playbook

The Math is Simple

3-5

Average follow-ups before a lead converts

80%

Of leads go cold due to no follow-up

$0

Extra effort with automated sequences

If just one extra deal closes because you didn't forget to follow up, ILLIXIS pays for itself 10x over.

Common Questions

Stop Losing Deals to Forgotten Follow-Ups

Join mortgage brokers, real estate agents, and financial advisors who close more deals with less effort. Set it up in 10 minutes. See results this week.

14-day free trial • No credit card required • Cancel anytime