New feature March 13, 2026

Suggested Follow-Ups You Approve

The system spots customers worth following up and proposes a message — you read it, approve it or skip it. Nothing sends on its own.

What's in this update

Follow-ups get missed because nobody has time to spot them. The system now proposes them, and a person decides what actually goes out.

Suggestions, Not Actions

Follow-up suggestions arrive as tasks with the proposed message visible. Approving one sends it; skipping one does not. Nothing sends unreviewed.

Lead sources are recorded against deals, so you can see which channels are producing work rather than guessing.

Deal totals, trends and performance by staff member turn the pipeline into something you can review at the end of a month.

We'll send you a short, plain-language email whenever there's a useful update — no sales pitches, no daily noise.