[ Outreach Agent · Live ]
Referrals need rhythm.The agent keeps it.
Case managers place clients with the provider they hear from consistently. The Outreach Agent decides who to touch today, drafts the email from your real relationship history, and sends from your own address — you approve every send.
[ How it works ]
01
The queue decides who and when
Every morning the CRM surfaces the case managers due for a touch — oldest relationships first, your biggest referrers most often, and never someone you contacted through reports this week.
02
The agent drafts from reality
Working partners get appreciation, past referrers get a warm win-back, true prospects get an introduction — never a false first-hello to someone whose clients you served for years.
03
You add what only you know
Tap chips like “we spoke on the phone recently” or type a one-line brief, hit Redraft, and the email rewrites around your knowledge.
04
One click sends — and the CRM maintains itself
Sent from your own email with your branded signature, logged to the timeline, next touch scheduled by referral-weighted cadence. Outreach becomes five small approvals instead of a paralyzing chore.
Nothing sends without your click, no client is ever named in an email, and drafts run on in-house models inside the HIPAA boundary.
Stop hesitating. Start touching base.
Your referral relationships, maintained in two minutes a morning.
Start Free Trial