HOW IT WORKS
Pick up where the opportunity left off.
Reclose connects customer context, follow-up work, and outcomes. Your team stays close to the decisions that need a person.
Bring the right context together.
Start with your organization, services, locations, and people. Add or import eligible contacts and opportunities, with their current estimates and permission records.
Find a reason to reconnect.
See open estimates, quiet opportunities, and unfinished conversations. Recovery work respects eligibility, scope, restrictions, and whether the opportunity has already changed.
Prepare the next conversation.
Use approved business facts to prepare a focused reply. When information is missing, the draft should say so. Sensitive requests and explicit requests for a person belong with the team.
Move the opportunity forward.
Review the reply, take over when needed, reopen the opportunity, or book a genuinely available appointment. Changes stay connected to the customer’s record.
Understand the result.
Mark real outcomes and inspect the events behind attribution. Directly recovered revenue, assisted revenue, and open pipeline remain distinct.
Start small. Keep the daily work focused.
Set up the essentials, inspect your first opportunities, and work from Needs attention. Detailed histories remain available when you want them; normal daily use should not mean managing individual automation runs.
Current pilot: customer-facing drafts require human review. Messaging is simulated in the demo; autonomous and production sending are disabled.
YOUR NEXT OPPORTUNITY MAY ALREADY BE HERE
Make more of
what you’ve earned.
Give good leads a clear next step.
Give your team their time back.