Follow-up that never forgets
Every lead worked until it is a yes, a no, or a retainer. Queued, drafted, and tracked automatically.
Every morning, the leads worth working, with drafts attached
AI Recommendations scans every contact daily and hands your team a prioritized queue with outreach already drafted. Follow-up stops depending on memory.
Explore AI Recommendations→Replies drafted with the whole story in mind
The Unified Inbox reads the prior thread, the last call, and the lead score before drafting, so following up takes one click and never sounds like a form letter.
Explore Unified Inbox→What was promised in the meeting gets done after it
Meeting Intelligence turns every committed next step into a task with an assignee and a due date, created the moment the report files.
Explore Meeting Intelligence→Quiet threads resurface before they die
Lead Scoring decays scores as leads cool, which pushes them back into the queue while there is still something to save.
Explore Lead Scoring→Included in every Grow plan
The follow-up system is part of the platform, so recommendations, the inbox, scoring, and meeting tasks come standard at every tier. Pick the plan sized to your firm, from solo to market leader, and bring your messiest week of leads to a demo.
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