Email-aware AI CRM

Never miss a follow-up again. Followup watches your inbox and drives the next best action.

Autonomous follow-up CRM that watches every outbound email, ensures no prospect slips through, and keeps your team aligned. Configure timelines per client, draft AI follow-ups in your tone, and give every tenant secure, isolated access.

Lookback
30-day email memory

Monitor every outbound and inbound message for 30 days to orchestrate perfect follow-ups.

AI assist
Tone-matched replies

ChatGPT-class models craft drafts, summarise threads, and suggest next steps in seconds.

Security
Tenant isolation

Zero trust design, encrypted secrets, and admin controls keep client data locked down.

Multi-tenant control centre built around secure email access.

Provision entire organisations, connect shared or personal inboxes, and let Followup orchestrate the cadence while you focus on conversations.

Tenant health snapshot

  • Connected mailboxes128
  • Active cadences42
  • Follow-ups due today63
  • AI accuracy (last 7d)94%
Tenant orchestration

Admins create clients, attach domains, and define per-tenant branding, SLAs, and AI guardrails in minutes.

User lifecycle

Invite users with just-in-time provisioning, SCIM sync, and granular roles (owner, admin, member, viewer).

Email ingestion

Secure OAuth for Gmail and Outlook, delta sync with webhooks, and classification pipelines that score conversations.

Automation graph

Visual builder for follow-ups, conditional branches, and AI prompt templates that reuse tokens across tenants.

Inbox-native intelligence
OAuth into Google or Outlook, stream outbound and inbound folders, and let AI flag the conversations that matter.
Configurable follow-up engines
Design tenant-specific cadences with branching logic, SLAs, and AI-graded sentiment to prioritise reps' focus.
Multi-tenant from day one
Admins spin up clients, enforce custom domains, and invite users with SSO, SCIM, and least-privilege roles.
Security, baked in
SOC2-ready controls, field-level encryption, customer-managed keys, and full audit logging for every tenant.
Automation timeline

A default cadence tuned for fast-moving SaaS sales cycles.

Configure the lookback window, swap steps, or inject your own AI prompts. Followup pauses the cadence the moment a reply lands and resumes if the conversation goes cold.

Lookback window

30 days

Adjustable per tenant. Increase for enterprise cycles or tighten for PLG teams.

  1. Log outbound

    Immediately

    Log the outbound message, summarise the prospect intent, and capture key metadata from the CRM card.

    AI prompt: Summarise the sales email in 3 bullet points, highlight product positioning, and extract any explicit asks.

  2. Reminder in 48h

    2d

    Create a task to check-in if there is no reply, referencing the original CTA and tailoring to persona.

    AI prompt: Draft a concise reminder task with 1 personalised angle based on email summary and CRM company profile.

  3. Nudge email

    4d

    Send an empathetic nudge with a new piece of value (case study, quick loom, or product insight).

    AI prompt: Write a follow-up email in the founder tone: be appreciative, add a new value nugget, and restate the CTA succinctly.

  4. Call cue

    7d

    If still unanswered, prompt the rep to place a call and log the outcome in the record.

    AI prompt: Summarise the email thread and suggest a 30-second voicemail script tailored to the prospect persona.

  5. Break-up email

    14d

    Send a respectful, value-driven break-up email offering an easy next step or resource.

    AI prompt: Draft a friendly break-up note that offers a helpful resource and keeps the door open for future contact.

Security

Designed for regulated inboxes and sensitive customer data.

Followup treats every tenant as its own security boundary. Secrets are segregated, data is encrypted in transit and at rest, and admins can enforce custom retention windows.

Zero-trust email ingestion
Separate OAuth clients per tenant, rotating refresh tokens, and inbound message scrubbing before persistence.
Encryption by default
Field-level encryption for message bodies, background key rotation, and optional customer-managed keys.
Administrative guardrails
Role-based access, audit trails on every access, and anomaly detection for unusual mailbox activity.

Roadmap

Transparent milestones to production readiness.

Join the alpha cohort, shape the AI behaviours you need, and stay aligned with our delivery cadence.

Q4 2025
Private alpha
Tenant provisioning, Gmail/Outlook OAuth, AI sales classifier, and default follow-up automation with manual approvals.
Q1 2026
Workflow intelligence
Multi-branch cadences, shared inbox console, analytics, and deep CRM syncs into HubSpot and Salesforce.
Q2 2026
Enterprise readiness
SOC2 Type II, SSO + SCIM, customer managed keys, and configurable data residency per tenant.