AI CRM Copilot — Private beta for service businesses
Your leads are scattered. FollowUp OS finds every one.
Email, voicemail, Instagram DM, Google Maps chat, referral texts, web forms — FollowUp OS captures every inbound lead, drafts the next action, and syncs to your CRM. No lead left behind.
No credit card. No setup commitment. We are validating the idea with service business owners.
5+lead channels per business
48haverage first response time
$5kestimated monthly leak per team
90%of leads never get a second touch
Does this sound like your team?
Leads arrive across email, social, phone, forms — and some fall through the cracksCommon
Someone writes a lead on a sticky note. The sticky note disappears.Common
You read a message, think "I'll reply later," and forget for 3 daysVery common
Your team has HubSpot (or another CRM) but nobody updates it consistentlyVery common
You discovered a $2,000+ lead that had been waiting a week — and then they went with a competitorPainful
You want CRM discipline but don't have time to maintain itUniversal
What FollowUp OS does
🔍 Find every lead. Import from email, forms, voicemail transcripts, social DMs, referral texts, and Google Business Profile.
🧠 Analyze intent. AI detects urgency, lead value, service type, and next best action — not just "new contact."
✍️ Draft the follow-up. AI writes a context-aware reply. You review, edit if needed, and send.
📋 Build the daily task queue. P0 (today), P1 (tomorrow), P2 (this week). No decisions — just execution.
💰 Show the cost of delay. Revenue recovery estimate: "Reply today → $4,200 pipeline saved."
🔄 Sync to your CRM. HubSpot (free or paid) — contacts, deals, tasks, notes. Your CRM stays clean automatically.
How it works
- Connect your channels. Start with email, web forms, and manual import. Social DMs, voicemail transcripts, and Google Maps chat come later with approval.
- Get your daily revenue digest. Each morning: "10 leads detected. 3 need reply today. $4,200 pipeline at risk. Here are the drafts."
- Approve or edit. Read the AI draft. Change tone. Add your voice. Hit send. Or assign the task to a teammate.
- CRM stays updated. HubSpot contacts, deals, and tasks auto-sync. Your weekly CRM review becomes a 2-minute check instead of a 2-hour catch-up.
Real scenario: MetroFit Personal Training
A 4-person studio in Chicago. 10 leads in one week. 5 channels. 0 replies. The synthetic demo shows what FollowUp OS recovers.
Before: scattered inboxes, sticky notes, missed voicemails, forgotten DMs
$5k–$8k pipeline leaked
$5k–$8k pipeline leaked
After: 10 leads consolidated, 3 urgent P0 tasks, 7 AI-drafted replies
$4,200 pipeline recovered (projected)
$4,200 pipeline recovered (projected)
What this is NOT
- ❌ Not another CRM — it sits on top of HubSpot (or your current system)
- ❌ Not auto-reply spam — every message requires your approval
- ❌ Not a chatbot for clients — it's a copilot for your team
- ❌ Not enterprise software — designed for 1–20 person teams
- ❌ Not generic AI — it learns your services, your voice, your workflow
Join the private beta
We are validating this with 20 service business owners. Join the waitlist and we will reach out for a short research interview. No sales pitch, no commitment.