Platform / Follow-ups · Core · in development
The follow-up you meant to send, sent.
Follow-ups keeps track of the promises and check-ins that keep customers coming back, and reminds you before they slip, with the context you need to send the right message.
The problem
Why this matters
Most businesses know they should follow up after a quote, a visit or a delivery. Few have a reliable way to make it happen when the week gets busy.
Follow-ups turns those good intentions into a short, visible list. It can suggest a message, but you decide what is sent and when.
What it covers
What Follow-ups does
- Reminders with context
- Know who to contact, why, and what happened last time.
- Suggested messages
- Drafts written for the situation, ready for you to edit.
- Triggered by real events
- An unanswered quote, a completed job or an overdue payment.
- Nothing sent behind your back
- Customer-facing messages are reviewed by a person.
How it fits
Part of one platform
Follow-ups listens to every other tool. It closes the loop on quotes from Quoter, visits from Bookings, work from Orders and balances from Payments.
Follow-ups is part of CAI Core and is still in development. It is used inside our ventures and custom builds today, and opens to beta members as it matures. We don't sell it as a standalone product yet.
Other capabilities
Sites
A business website you can launch now, built on the same foundation as the rest of the platform.
LiveQuoter
Build clear quotes and proposals, then keep track of what happens after you hit send.
Core · in developmentSales
Keep opportunities organized and always know the next useful thing to do.
Core · in developmentAgents
AI assistance for specific, repeatable business tasks, with a person staying in charge.
Core · in developmentBookings
Let customers book time with you, and collect what you need to know before they arrive.
Core · in developmentPayments
Connect the work you do with getting paid for it.
Core · in developmentRecords
Keep customers, projects and their history together in one place.
Core · in developmentOrders
Move each request from 'yes' to delivered with fewer dropped steps.
Core · in developmentComing soon
Follow-ups is coming soon.
Follow-ups isn't publicly available yet. Join the CAI Core beta to get access as it opens, or tell us about your workflow and we can build it into a custom project today.