Scale client relationships with automated follow-ups in RelationCity
Swiftask connects your AI agents to RelationCity to generate and send personalized follow-ups. Every client receives a tailored response based on their journey.
Result:
Improve client satisfaction and boost closing rates without increasing your daily workload.
AI Agents
relationcity
Connector relationcity · Secure OAuth 2.0
Manual follow-ups in RelationCity stifle growth
Managing hundreds of client relationships manually is impossible. Sales teams miss follow-ups, send generic messages, or lose track of past interactions. This lack of personalization costs you valuable opportunities.
Main negative impacts:
Ineffective generic messages
Standardized emails are ignored. Without personalization based on history, your follow-ups fall flat.
Missed opportunities
Manual tracking is prone to human error. Hot leads go cold because they aren't contacted at the right time.
Sales team burnout
Spending hours writing follow-up emails prevents your team from focusing on actual selling.
Swiftask automates your follow-ups in RelationCity. Our AI agents analyze your CRM data, draft personalized messages, and trigger them at the perfect moment for every contact.
BEFORE / AFTER
What changes with Swiftask
Traditional CRM management
A sales rep checks RelationCity, manually identifies leads to follow up with, writes a template email, and sends it. They waste precious time on repetitive tasks and struggle to maintain a personal touch for every account.
The Swiftask + RelationCity approach
As soon as a lead changes status in RelationCity, the AI agent analyzes their history, drafts a contextual follow-up message, and schedules it. The sales rep only steps in to validate high-value interactions.
Activate your RelationCity automation in 4 steps
1
STEP 1 : Configure the agent in Swiftask
Define the tone and personalization rules for your AI agent to align with your brand voice.
2
STEP 2 : Connect your RelationCity instance
Link Swiftask to RelationCity using secure credentials to enable data reading and writing.
3
STEP 3 : Define follow-up scenarios
Choose the triggers: stage changes, inactivity periods, or anniversaries. The agent detects these events automatically.
4
STEP 4 : Launch and optimize
The agent starts its follow-ups. Track performance and adjust messages directly from Swiftask.
AI capabilities for your CRM follow-ups
The agent examines recent exchanges, client preferences, and sales funnel status to generate highly relevant content.
- Target connector: The agent performs the right actions in relationcity based on event context.
- Automated actions: Generate personalized follow-up emails. Automatically update notes in RelationCity. Schedule reminders for sales reps. Segment leads for targeted follow-ups.
- Native governance: Every generated interaction is archived in RelationCity for complete transparency with your sales team.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-relationcity@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Why choose automation for your CRM
Personalization at scale
Maintain a human connection with thousands of clients simultaneously.
Optimized conversion rates
Contextual messages generate more replies and sales opportunities.
Massive productivity gain
Free your team from the administrative burden of data entry and follow-up writing.
Consistency in messaging
Ensure every client receives communication aligned with your sales strategy.
Increased reactivity
Follow up instantly after key events, with no human delay.
Data privacy and security
Swiftask applies enterprise-grade security standards for your relationcity automations.
- Encrypted data: Your RelationCity data is handled with the highest security standards.
- Full control: You validate the agent's rules and maintain control over all outgoing communication.
- GDPR compliance: Automation respects the contact preferences of your clients recorded in your CRM.
- Audit logs: Review the history of every action taken by the AI in your Swiftask interface.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable results for your business
| Metric | Before | After |
|---|---|---|
| CRM management time | 80% of sales time | 20% (management only) |
| Follow-up open rate | Low (generic messages) | High (contextual content) |
| Leads processed | Limited by human capacity | Unlimited and error-free |
| Average follow-up delay | Several days | A few minutes |
Take action with relationcity
Improve client satisfaction and boost closing rates without increasing your daily workload.