Meet your pre-CRM.

Your team can't reach them? Let Grace handle it.

Grace sits between the enquiry and your CRM. She handles the follow-up, gathers the detail and keeps the conversation moving until the client is ready for your call.

Live inside your firm within 24 hours.Any firm. Worldwide.

GraceYOUR PRE-CRM
From enquiry to first callWorkflow illustration

Enquiry

The team hasn't reached them.

Grace handles the follow-up

PRE-CRM

Re-engage. Understand. Establish readiness.

Grace

When would you prefer the team to call?

Customer

After 2pm works best.

Your CRM

History. Intent. Next-step context.

Your team's call

Step back in with context.

Scripted product illustration. Not a live conversation.

Grace by No Lead LostThe work before the call

01 / WHERE GRACE SITS

The work before your team picks up the phone.

  1. Enquiry

    Someone has expressed interest, but your team has not reached them.

  2. Grace

    Re-engage, ask in context, gather the history and establish readiness.

  3. Your CRM

    The history, intent and next-step context move into your firm's workflow.

  4. Your team's call

    Step back in when the person is ready for a call, with the context already there.

Grace does the chasing and preparation.
Your team owns the relationship, judgement and next action.

02 / WATCH GRACE

Let Grace do
the chasing.

From an enquiry you can't reach to a person who's ready for your call. See where Grace sits, what she gathers and how your team steps back in.

Conversational follow-up.
Not another chat widget.

Scripted workflow illustration. Pulse imagery is illustrative. Original narration by Liam. Captions
Read the explainer transcript

Your team can't reach them? Let Grace handle it. Grace is your pre-CRM. She sits between the enquiry and your CRM, doing the follow-up before your team picks up the phone. Our retargeting workflow keeps the conversation moving until the client is ready for a call. Then your team steps back in with the history, the intent, and the context of a first conversation, before their first call. We can launch Grace inside your firm within twenty-four hours. Any firm. Worldwide. No Lead Lost. Less chasing. Better conversations. Reach out.

03 / A BETTER FIRST CALL

The power of the first call

Before your team picks up the phone.

Grace does the first-conversation work. Your team starts the call with context.

She follows up, gathers history and intent, clarifies the relevant details and establishes readiness. Your team steps into the first human call with the substance of a conversation already there, and owns the judgement, relationship and next action.

01

History

What happened, in what order. Clarifications kept, not flattened into a guess.

02

Intent

What the person wants, what matters to them and what still needs a human question.

03

Ready for a call

Readiness and timing for the next step. Your team decides what happens next.

VISIBLE IN PULSE

One conversation.
The context alongside it.

Pulse is the No Lead Lost workspace that makes the conversation and its context visible to your team, alongside your firm's CRM workflow.

Pulse is your team's view into the work. Grace still sits between the enquiry and your CRM.

Anonymous illustrative Pulse board with enquiry cards across workflow columns. Counts are illustrative, not live performance data.Open full illustration ↗
Illustrative workload view. Not live performance data.
Real conversation. Details redacted/generalised. Reconstructed product demonstration. Captions
Read the demonstration transcript

Australian compensation lawyers. what if your next call started here? Someone shares years of pain, procedures, and work they can no longer do. Grace follows the history. Two employers. Another injury. And dates the customer says might be wrong. The sequence matters. Leaving a job and stopping work completely are different events. So Grace goes back, and asks them to clarify. The answer? Earlier this year. The uncertainty stays in the record. Your team gets the history, the questions still to review, and a person expecting an afternoon call. That's the work inside the conversation. Pulse brings it into your team's workflow. Australian compensation lawyers. we want you. Register for the next No Lead Lost cohort.

THE CONVERSATION BEHIND THE CONTEXT

The details make
the difference.

See a deeper compensation-law intake example: a clarification, uncertainty preserved and an agreed next step.

A redacted reconstruction of a real conversation, not a live recording. The proof cards and brief are editorial annotations. A completed human call is not shown.

The film's original cohort endcard is retained. The current invitation is simply: Reach out.

04 / THE DEPLOYMENT OFFER

Live inside your firm
within 24 hours.

Any firm. Worldwide.

Start with the enquiries your team has not been able to reach. We deploy a retargeting workflow so Grace can handle the follow-up until the client is ready for a call. Your team comes back in with the context.

Reach out

24 hours is deployment time, not a guarantee of prospect response or readiness.

LET GRACE HANDLE IT.

Less chasing.
Better conversations.

Put Grace between your enquiries and your CRM. Let your team start the call with context.

chat@coffeewithgrace.ai

For business enquiries about Grace. Please do not send medical histories or claim details.