One place for our team and our clients to grow pipeline: contacts that move across stages, messages ready to send, and reports that tell the story.
Every prospect, every stage, at a glance.
Email, WhatsApp and iMessage follow-ups on schedule.
Executive reports written from your real numbers.
Drag contacts across stages, from new lead to won, per client and campaign.
Import from CSV, enrich, segment and export whenever you need.
Email, WhatsApp and iMessage templates with client approval before use.
Multi-step follow-ups that tell you exactly who is due today.
LEADia scores each lead and drafts the next message for you.
AI-written reports from real pipeline data, always checked by a human.
Gotoclient's team and its clients. Our team runs prospecting; clients follow progress, approve messages and read reports.
With a pre-approved email address and a one-time code. There are no passwords and no public sign-up.
It depends on their access level: Viewer, Approver, Manager or a custom set of permissions.
Not yet. Messages open in your own email, WhatsApp or Messages app, ready to send, so every contact stays personal.
Yes. Contact lists can be exported to CSV at any time.
Executive summaries drafted by AI from your real pipeline numbers. A person always reviews them before they are shared.
Yes. Each client account can run several campaigns, each with its own contacts, sequences and results.