Every client you've messaged, organized by stage. Reply tracking, follow-up progress, and manual status overrides.
Contacted Stages Explained
Scheduled, No Reply, Interested, Not Interested, Inactive. How each is determined automatically vs. set by you.
Filtering And Sorting Contacted
Filter by stage and sort to focus on the clients who need follow-up most.
Follow-Up Progress Dots
The 1/2/3 dot indicator showing how far each client is through your follow-up sequence.
Reply Tracking And Sentiment
Replies are auto-classified by sentiment. Positive sentiment maps to Interested, negative to Not Interested.
Updating A Client's Status Manually
Override the auto-detected stage when you know more than our sentiment classifier.
What Contacted Tracks
Every client you (or auto outreach) have messaged from refinance or renewals. If you haven't messaged them, they're not here.
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