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What next

Follow up

Tasks with owners and due dates after the call, the conference, or the site visit.

Tasks, reminders, and comments tied to people and pursuits so the team agrees on what happens after the conference call or site visit. Kanban, list, and Gantt-style views where the product supports them.

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01Capabilities

Execute the brief

Built for review and follow-through, not a passive database.

01.1

Capture the next action

Turn the brief, meetings, site walks, calls, and conference conversations into work someone can actually own.

  • Create tasks with owners, due dates, priorities, and the relevant relationship context
  • Tie follow-up back to the person, firm, project, or pursuit that created it
  • Keep reminders visible so momentum does not depend on one person's memory

01.2

Run a visible follow-through rhythm

Consistency wins relationship-driven work. Visibility beats heroic memory.

  • Move work across kanban columns with clear ownership
  • Switch between list, board, and Gantt-style views where available
  • Comment on tasks so marketing-to-BD handoffs stay auditable

01.3

Execute the brief

Follow-up is how the daily brief becomes revenue work, without turning users into CRM operators.

  • Link follow-ups to outreach drafts and research outputs
  • Close the loop after events and conferences with owned next steps
  • Review AI-assisted drafts before sending anything externally

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Tasks with owners and due dates after the call, the conference, or the site visit.

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Industries

Popular across these fields

Architecture
Contacts, pursuits, meeting prep, and follow-through for firms that win on relationships.
Interior Design
Client relationships, active pursuits, and follow-up—without rebuilding context in spreadsheets.
Lighting Design
Owner and rep relationships, award paths, and submittal follow-through in one workspace.
Professional Services
AEC client relationships, pursuits, and meeting prep—without a generic CRM stack.

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Other use cases

Prospect
Search by sector, location, and firm type, then enrich with sources and save into contacts.
Research
Zoning, address, and custom research with source links you can open and correct.
Track pipeline
Pursuits with a hypothesis, a source for the timing, and stakeholders the whole team can see.