Contextual follow-ups that close themselves.
Follow-Up pulls all your open estimates and merges in context from your CRM, phone and appointment recordings, and more. It drafts the day's outreach in your voice, then queues it up for you to approve and send.
Never miss a touchpoint again.
Connect your CRM and your recording platforms. Our platform pulls all your open estimates and merges in context, drafts the day's outreach in your voice, and queues it up for you to approve and send.
Estimates enroll themselves.
Every unsold estimate syncs in from your CRM and joins a follow-up cadence automatically. No spreadsheet, no whiteboard, no "did anyone call them back?"
Drafts are ready before you are.
Overnight, the AI writes the day's follow-ups in your voice — with the estimate, the message history, and summaries of your recorded calls as context. Nothing sends without you.
You approve. Statuses advance.
Work the outbox top to bottom. Log what happened with one key — date given, thinking, won, lost — and the next touch schedules itself. Outcomes sync back to your CRM.
Every due follow-up, cleared before your first coffee.
Each rep gets a daily worklist of exactly what's due — nothing more. Date-given promises come first, then the cadence. Approve the draft, log the outcome, next. The pipeline stays warm without anyone keeping a list in their head.
- Six statuses, zero ambiguity — Date Given, Active, Thinking, Won, Lost, Nurture. Outcomes you log set the status; statuses pick the cadence.
- Drafted in your voice — nightly AI drafting with the estimate, past messages, and call summaries as context. Sent only with approval.
- Your channels, not ours — connect your own Gmail and iMessage. Replies land back with you, because the message really came from you.
- Calls in context — Siro call recordings sync in and get summarized beside the estimate, so every draft knows what was actually said.
- Synced back — wins, losses, and follow-up dates push to your CRM automatically. One source of truth, like everything on the platform.
While you sleep, every due touch gets a draft written in your voice. The morning outbox is approval work, not writing work.