Smart tasks
Auto-created when leads reply or stall.
CRM
Automation handles the repetitive outreach. Notifications tell you when a lead replies, goes quiet, or needs a personal touch - so you focus on conversations that close.

When a prospect replies to an automated text or engages with outreach, ARI can create a task and notification so you follow up while intent is high. Alert types depend on your campaign configuration.
The best agents combine automation with personal outreach. Notifications bridge the gap - telling you exactly when to pick up the phone.
Replace sticky notes and mental reminders with a task system connected to your CRM. Every follow-up has an owner, a due date, and full lead context.
Auto-created when leads reply or stall.
See who needs attention today.
Stage-change notifications for your team.
Google Calendar integration for appointments.
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White-glove setup included on every plan. We help import your leads, configure your pipeline, and build your first follow-up campaign.