Feature · People · Growth

Don't lose the customers who already wrote you.

Track every inquiry and sale in one list. Email them. Call them. Or tell the agent to follow up so you don't have to.

Included on Growth. Starter still keeps form submissions in the inbox.

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What it does

A CRM for bringing customers back.

People who write in or buy should not die in an inbox. This is the list you work from.

Track every customer

A form, a purchase, or a name you add. They live in one list with their email and phone.

Email them again

Pick people from the list and send a campaign or a series so they come back to the site.

Call them

The phone number is on the contact. Call, then write a note so the next follow-up is not a guess.

Let the agent run it

Tell the agent who to email and when. You do not have to build a CRM process yourself.

Track

Every customer in one list.

A form, a purchase, or a name you type. They land here with email and phone. You are not copying rows into a spreadsheet.

Timeline

See what they did, then what you did.

The form, the email, the call. Open a person and you know what happened last and what to do next.

Email

Retarget them so they come back.

Pick people from the list. Send a campaign or a series. You do not need a separate email service.

Call

The phone number is on the contact. Call them.

Open the person, tap the number, talk. Write a note when you hang up so the next follow-up is not a guess.

Agent

You don't have to figure this out yourself.

Tell the agent who to email and when. It already has the list. It can run the follow-up on a schedule.

Questions

Who is on the list, and who follows up.

Who shows up in People?

Anyone who filled in a form, bought something, or you added by name, email, or phone. It is included on Growth, Scale, and Enterprise.

Is this a second CRM I have to learn?

No. People is the CRM on this site. Track customers, email them, call them, and set a follow-up. The agent can run that work if you do not want to click through it yourself.

Does adding someone send them mail?

No. Putting a person on the list does not email them. A campaign, a series, or a confirmation is a separate send.

Can the agent follow up for me?

Yes. Ask it to email new inquiries, set a call reminder, or write a note after you talk. It already has the list.

Can Starter use it?

No. People starts on Growth. Starter still collects form submissions in the inbox.

Track them. Email them. Call them.

People is on Growth. The agent can run the follow-up so you don't have to.

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