Built
Follow-Up Engine
Task management linked to contacts — priorities, due dates, snooze, and a Follow-Up Center for today, this week, and overdue.
Engage. Follow up. Grow.
Everything you need to keep relationships moving
Contacts, campaigns, surveys, and follow-ups in one platform — built for small teams, not enterprise complexity.
Built
Campaigns
Send tracked email campaigns from your own SMTP — including Microsoft 365 — with opens, clicks, and unsubscribes handled properly.
Built
Surveys
Collect NPS and feedback with shareable links. Match responses to contacts and act on unhappy customers quickly.
Built
Engagement Intelligence™
Automatic 0–100 scoring with Hot / Engaged / Warm / Cold tiers across lists, detail pages, dashboards, and reports.
Partial
Customer Timeline
Activity history that helps you see where each relationship stands — so follow-ups stay contextual.
Built
Reports
Campaign performance, follow-up completion, survey results, and lead-status analytics with date filters.
Coming soon
Opportunity Radar™
Detect buying intent from behavior patterns and surface who needs attention before they ask.
Coming soon
Next Best Action™ & AI-ready
Built for intelligent recommendations. AI-powered capabilities are on the roadmap — we won’t oversell what’s shipping today.