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See it work

Engagement tracked, relationships scored, the day’s work ranked for you.

The enquiry that went cold

Someone asks about your service on Friday afternoon. You get to it on Tuesday. By then they have spoken to two of your competitors and committed to one of them.

The lead was never bad. The response time was.

What you get

Engage leads, nurture relationships, retain the clients you have.

Priority IQ

Stop guessing who to call first

Every task and meeting across your customers, ordered by what moves the most — not by what arrived last.

  • Split into Overdue, New and Upcoming so nothing hides
  • A priority score built from pipeline stage, deadline urgency and time since you last spoke
  • Open the score and see the maths — every factor, every weight
  • Tick items off as you go; progress updates as you work

Relationship IQ

Know who's warming up, and who's slipping

Every call, e-mail, meeting and mailer feeds an engagement score for each customer, recalculated on every run.

  • Customers advance a stage on their own when engagement crosses
  • Going quiet is detected and flagged before it becomes churn
  • Scored over rolling 30 and 90-day windows, so a contact cools as days pass
  • No manual re-grading, ever

Retention IQ

Keep the clients you already won

The clients you already have are the cheapest ones to keep. They get their own cadence of activities.

  • Check-in tasks per client type and stage
  • Quiet clients surface before a competitor reaches them
  • Nurture cadences for the ones who are not ready yet

Inbox IQ

Every e-mail thread noted, prioritised, and with follow-ups

New threads become a summary on the customer and a follow-up task, whether or not there was an action item.

  • Each new thread summarised onto the customer record
  • Follow-up tasks created automatically
  • Tick which mailboxes are read — no mail passwords are ever stored

Contact IQ

One customer, one record, every time

Website enquiries, bookings and enrichment data resolve to the same person instead of four half-records.

  • Matched on e-mail, then name, then address
  • Checked before anything is created, so one person never becomes four records
  • Property and situation data matched automatically

Meeting IQ

Every meeting, prepped before you join

A booking arrives with everything you need to walk in informed.

  • Bookings and intake answers pulled in automatically
  • Prep tasks before, follow-up tasks after
  • The meeting platform and join link, detected from the booking

Power your day with intelligence.

Every feature above is one workspace — start with the plan that fits your team.

View plans