You shouldn't have to ask to knowwhere your clients stand.
Your clients email six different people. You find out one is waiting when they call the owner.
Gmail
OutlookAny IMAP inboxUp to six accounts, one listClients expect an answer the same hour.Your team has more to keep track of than ever.
- 01
Their other vendors reply fast now.
A two-day reply reads as "they don't care."
- 02
Every call ends in a summary full of promises.
Nobody owns turning them into done.
- 03
More accounts, same team.
You're expected to grow the account list without adding coordinators.
Client work used to slip once in a while. Now it slips every week, and the client notices first.
Standups, spreadsheets and the CRMall depend on someone remembering.
- Ask each rep in standupIt's from memory, and you become the bottleneck.
- A coordinator with a spreadsheetStale by noon, and it leaves when they do.
- The CRMIt shows what someone typed, not what the client asked.
- ChatGPT or CopilotIt answers when someone asks. Your problem is what nobody asked about.
- Hire another personIt adds another inbox with the same blind spot.
Give every rep an assistantthat keeps track of who's waiting.
- It flags the client emails that need an answer.
- It keeps one list of the replies each rep owes and the ones they're waiting on.
- Ask what was promised on last week's calls. It pulls the action items from the call summaries, by account.
- Ask where every account stands. It answers from the team's real mail, with the email behind every line.
One client email, start to finish.Nothing reaches the client until you press send.
- 01
A client asks.
Their auditors need the signed engagement letter and the 2025 return. It lands in one rep's inbox.
- 02
You ask in plain words.
"Did we ever send Brightwater the signed engagement letter?" It checks every inbox you've connected.
- 03
It shows you the receipts.
Every answer points to the email it came from. If nothing went out, it says so.
- 04
You approve. It goes.
It writes the forward with both files attached. You press send.
Your reps don't change how they work.You stop having to ask.
Away from the desk, it texts them who's waiting. They answer by text, say send, and it's sent.
Built inside a client services team. Nothing goes out without your OK.
Used by people at 250+ businessesAgencies, law firms, contractors, real estate firms and accounting practices
You approve, alfred_ does the typing.
Nothing reaches a client until you press send.
Each teammate stays in control.
Nobody sees anyone's mail unless that person turns it on, and every look is logged where they can see it.
It shows its work.
Every answer points to the email it came from. If there's no evidence something got done, it says so.
Independently assessed.
A CASA Tier 2 security assessment, for Google's review. Your inbox stays in Gmail or Outlook.
Which email providers does alfred_ support?
Gmail (including Google Workspace), Outlook (including Microsoft 365) and any inbox that supports IMAP. Gmail and Outlook connect when you sign in with Google or Microsoft, so alfred_ never sees your password.
How does alfred_ decide what needs me?
It reads each new email with the thread around it and asks whether someone is waiting on you. If they are, the thread goes on your Needs you list, longest wait first. Newsletters, receipts and notifications stay off it.
Can I connect more than one email account?
Yes, up to six Gmail, Outlook and IMAP accounts. alfred_ reads them together, so everything that needs you is on one list.
Does alfred_ send email on my behalf?
Only when you tell it to. Email goes out when you send it, when you ask alfred_ to send one, or from a rule you set up, like forwarding receipts to your accountant.
Can I still use Gmail or Outlook?
Yes. alfred_ works alongside your inbox, not instead of it. Reply in Gmail or Outlook as you always do and the thread comes off your list.
Can I set rules for my email?
Yes. Say it in a sentence, like "anything from Stripe goes in Receipts," and it runs on every new email. Ask again to change a rule or turn it off.
What access does alfred_ need?
Permission to read your mail and to send the email you ask it to. You can remove it anytime from your Google or Microsoft account. alfred_ completed a CASA Tier 2 security assessment for Google's review.