Relationships & Outreach
CRM-integrated relationship management and automated outreach to decision makers
GoHighLevel CRM Integration
This module provides deep integration with your GoHighLevel CRM for seamless relationship management and multi-channel outreach campaigns.
Decision Maker Discovery Coming Soon
Automated contact intelligence and CRM auto-population
- Organizational web scraping
- LinkedIn integration
- Government directory mining
- Auto-CRM record creation
- Contact relevance scoring
Agency Relationship Tracker Coming Soon
Institutional relationship management across opportunities
- Personnel change monitoring
- Relationship health scoring
- Interaction history tracking
- Win/loss analysis by contact
- Outreach sequence suggestions
Relationship Intelligence Coming Soon
Interaction history and strategic engagement recommendations
- Email correspondence sync
- Phone call notes
- Proposal submission history
- AI outreach timing
- Stage-specific messaging
Multi-Channel Outreach (GHL) Coming Soon
Automated engagement campaigns via email, SMS, and LinkedIn
- AI-drafted personalization
- Opportunity-specific messaging
- Trigger-based campaigns
- Engagement tracking
- Response rate analytics
Key Agency Contacts
| Contact | Agency | Role | Health Score | Last Contact | Action |
|---|---|---|---|---|---|
| John Smith | Tampa Bay Water | Project Manager | 92% | 3 days ago | |
| Jane Doe | Hillsborough County | Water Director | 68% | 45 days ago | |
| Mike Johnson | Pinellas County | Procurement Officer | 42% | 90+ days ago |
Sample data for demonstration purposes
Relationship Metrics
87%
Avg Health Score
42
Active Contacts
8
Need Follow-Up
156
Interactions This Month