Deliver

Never let a client relationship go cold.

An agent that scans your CRM daily for clients going quiet, drafts personalised check-in emails, and alerts your team before accounts slip away.

What it does

Scans your CRM daily for clients with no activity in 7+ days — no emails, no calls, no deal updates. Surfaces them before they slip away.

Researches recent company news and industry developments so your check-in emails feel relevant, not generic.

Generates warm, personalised check-in emails ready for your review. You send when you are ready — the agent never sends on its own.

Flags accounts showing disengagement patterns — declining activity, missed meetings, or unanswered follow-ups — and posts alerts to Slack.

Maintains a running "Client Health" scorecard artifact so you can see engagement trends over weeks and months, not just point-in-time snapshots.

Works with HubSpot, Salesforce, or Pipedrive. Pick the variant that matches your stack and start monitoring in minutes.

Connect your CRM (HubSpot, Salesforce, or Pipedrive) and email (Gmail or Outlook).

The agent scans your CRM every weekday morning for clients with no recent activity.

It researches each stale client, drafts a personalised check-in email, and alerts your team on Slack.

You review the drafts, send what looks good, and keep every client relationship warm.

Each blueprint comes pre-configured with agents and integrations. Choose the one that matches your tools.

Pick a blueprint, connect your tools, and let your agent handle the rest.