The Rolodex tracks who left, how it ended, and whether they'd come back. One-off projects become re-engagement opportunities. Your pipeline is forward-looking.
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A check-in queue tells you who's due, scheduling keeps the cadence, and former clients stay filed as relationships. Work the queue and watch the book stay warm.
Most CRMs forget a client the day the contract ends. The Rolodex keeps the relationship alive — and tells you when it's worth reviving.
Every former client carries the context — why they left, on what terms, whether the door's open. A price walk-away isn't a falling-out, and the Rolodex knows the difference.
A funding round, a new role, a job change — the events that make a dormant client suddenly reachable again. The Rolodex surfaces them so you reach out at the right moment, not a random one.
When a trigger fires, the name moves up and the tag turns warm. Rai drafts the no-pressure reconnect — we help the opening come to you by always being there at the right time.
The point was never to replace your judgment. It's to make sure nothing reaches it too late while there's still time to act. I watch every relationship with the same care you'd watch your most important one 24/7.
Your Today tab is where Rai suggests and ranks the work that matters most — tasks sorted by an invisible priority engine that weighs relationship health against business value, so you always know who needs you right now.
Your client list, ranked by what matters. Each client carries a Retention Score built from 12 weighted dimensions and 20 combination signals — a 1–99 read on exactly where the relationship stands.
Structured check-ins that surface what you already sense but haven't said out loud. The twelve relationship dimensions assess health directly, so keeping a profile current keeps its score honest.
Start free. Bring your former clients back into view.
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