Create a lightweight sales recovery workspace that identifies promising leads and customer conversations that were abandoned because nobody followed up.
Allow users to import CRM exports, lead spreadsheets, meeting notes, and manually entered interaction histories. Reconstruct each lead's timeline, identify missing next steps, detect overdue commitments, and estimate follow-up priority using transparent rules based on recency, stated interest, deal value, and engagement history.
Generate personalized follow-up drafts that reference only information actually present in the supplied records. Provide different approaches for a warm lead, an unanswered proposal, a delayed decision, and a previously interested customer.
Build a daily recovery queue with reasons for each recommendation, editable messages, status tracking, and outcome reporting. Never send messages automatically or invent conversation history. Include duplicate detection, opt-out handling, and a clear way to exclude contacts who should not be approached.
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