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.

Join the private beta See the demo scenario

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

After: 10 leads consolidated, 3 urgent P0 tasks, 7 AI-drafted replies
$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

Frequently asked questions about AI CRM Copilot

Is FollowUp OS another CRM?

No. FollowUp OS sits on top of HubSpot (or your current CRM). It captures leads from all channels, surfaces the urgent ones, drafts replies, and syncs everything back to your CRM. It makes your existing CRM actually useful.

Does FollowUp OS auto-reply to leads?

No — every AI-generated reply requires your human approval. You read, edit if needed, and hit send. This is a copilot for your team, not an auto-responder chatbot.

What lead channels are supported?

Email, web forms, and manual import are supported from day one. Instagram DMs, voicemail transcripts, Google Business Profile chat, and referral text messages come in subsequent releases with beta customer approval.

How is this different from HubSpot's native AI?

HubSpot helps you manage contacts once they are in the system. FollowUp OS solves the harder problem: getting every lead into the system in the first place. It captures leads from non-CRM channels (Instagram DM, Google Maps, voicemail), triages urgency, drafts human replies, and shows the revenue cost of delay.

Who is FollowUp OS for?

Small service businesses with 1–20 person teams: personal trainers, dental clinics, beauty studios, HVAC contractors, legal firms, salon owners, and anyone whose leads arrive across multiple channels and get lost in the cracks.

Can I use it without a CRM?

Yes. We recommend HubSpot's free tier as the starting CRM. FollowUp OS works with any CRM that has a public API. We can also start with a simple spreadsheet sync and migrate to a proper CRM later.

How much will it cost after beta?

Pricing is still being determined. The goal is affordable for 1-20 person teams — likely a flat monthly fee tied to lead volume. All beta participants will receive a discounted launch rate.

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.