Agent library / Client service / Client follow-up email drafts
Client follow-up email drafts
PitCrew finds open items waiting on a client, such as unsigned forms, missing documents or unanswered questions, and drafts a polite follow-up for each. The advisor or client service sends it.
When it runsDaily or weekly
Who approvesClient service or the advisor
Works withCRM, Outlook
How it works
4 steps. Nothing is written or sent until step 3.
- Finds open itemsWaiting on the client longer than your threshold
- Drafts follow-upsOne per client, covering all open items
- A person approvesA person approvesEdits and sends
- Updates the CRMFollow-up logged
What it reads and what it produces
Reads
- Open tasks and requests in the CRM
- Your follow-up timing
Produces
- Follow-up drafts
- A list of items waiting longest
Rules it follows
- One email per clientOpen items combined, not one email per item.
- Drafts, never sendsA person sends.
Questions firms ask
Last updated: October 2026
Will it change our CRM records without asking?
No. Every update is shown to a person first. Nothing is written until it is approved.
How long does it take to set up?
5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.
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Don't see your work?
Tell us the taskWe build it with you, from data access to the first production run in 5 working days.