Email management
Know where every deal, project and client stands without digging through your inbox or updating a spreadsheet. We call that page a workstream.
from $149/ month
$500 setup, waived on a 12-month term. Month-to-month is fine, with the setup fee.
Best if you want us to set it up and run it for you.
- A shared channel with our team
- We set up the Lead-to-Revenue system
- We file your emails, documents and Fathom notes on the right page
- We keep each page current: what was said, when, and who owes the next step
- We flag what is slipping: overdue follow-ups, people gone quiet, deals with no next step
- We send you a report every month
- Everyone on your team included
- Each extra managed inbox by us is +$50/month



















