Features · Act
Turn what you hear into follow-through
Every risk, opportunity, request and promise gets an owner, a date and a place on the follow-up list.
- Flags confirmed by a personRed, yellow and green flags arrive with their evidence. Adverse flags become real only when a named person confirms them.
- Retention and expansion casesJobs, investment and square footage tracked as proposed, committed and completed, never combined, with a team, candidate sites and a project plan behind each case.
- Government commitmentsEvery promise made to a business carries an owner and a due date. Overdue commitments are impossible to miss.
- The follow-up listWho, why, what changed, what to ask, the outcome you want, the owner, the due date and what happens if it slips.
- Projects and playbooksMilestones, dependencies, list, board and timeline views, eleven ready-made BRE playbooks, and project health you can read at a glance.
- PlannerDay, week and month views for visits, calls and meetings, a visit schedule built from each business’s priority, and Outlook calendar sync.
- Partners and teamOne roster of partner organizations and people, their keep-in-touch rhythm, what they contributed and the roles they play on each case.
Customize features are optional additions to your subscription. See pricing.
