Feature
Your team starts the day with a shortlist of the people worth reaching out to now, each with the reason, drawn from your CRM and your own knowledge. No more scrolling a full database and guessing where to start.
How it happens
Who should I call today?
Six worth a call. Here are the top three.
A new enquiry with no reply, a follow-up past its date, a good contact gone quiet. It weighs the signals your CRM already holds but never surfaces, and puts the highest-value names first.
Each name comes with why it made the list, so your team trusts the order instead of second-guessing it, and knows how to open the call.
Ask it to draft the message for any name, in your tone, then review and send. It drafts only, so nothing goes out without a person deciding.
From your own CRM. Whitford reads the activity and notes you already keep and never invents a contact or a reason.
Yes. Ask for whatever cut you want, or encode your agency’s rules once as a Playbook so the whole team gets the same view.
A ranked list with the reason, and the follow-up drafted for you to send.
See it for real estate or recruitment.