Carry-over
A customer-facing task from yesterday stays visible until it is actually resolved.
Pipeline · with Remy
Know what needs attention today—and who owns the follow-through.
Pipeline makes Remy’s involvement visible inside the operating view. Every follow-up can show its owner, what changed, what is due, and which system activity is still underway.
Pipeline
Remy · follow-throughToday
What actually needs action.
Remy owns the follow-through; future work stays quiet until it matters.
Remy
Working today
Needs action
4
Follow-ups
3
Waiting on reply
2
Researching
8
Carry-over
1OwnerRemyFollow-up
Fieldhouse Co.
Customer went quiet after a promising reply.
Remy carried this forward
Customer context attached
Due today
3OwnerRemyReply
Harbour Dental
New booking question needs a response.
Remy needs to reply today
Customer context attached
Upcoming
2OwnerRemyScheduled
Juniper Studio
Consultation follow-up planned for Thursday.
Remy scheduled the next step
Thursday · 10:00 AM
Ariy Pipeline · Today and task-queue patterns shown with illustrative data.
Remy does not treat everything as urgent.
Urgent work stays visible. Future work stays out of the way.
Ariy separates unfinished work, what is genuinely due today, scheduled follow-up, and research that is still underway. Ownership stays attached to the work instead of living in someone’s head.
Due today
Replies, calls, and follow-ups that deserve attention now.
Upcoming
Scheduled next steps stay visible without competing with today’s work.
Researching
Hermes stays visibly separate while it prepares context for the teammate doing the next move.
A safe lane for automation.
Test the follow-up flow before it touches a real prospect.
Ariy keeps test work separate from customer-facing work. New follow-up behavior can move through the lifecycle without contacting someone by mistake or making test activity look like real business.
Sandbox protected
Approved test work can run through the workflow without contacting the prospect or contaminating live operating metrics.
Illustrative workflow. Communication permissions and test isolation are verified during setup.
What you get
A lead workflow with an owner.
A working opportunity view with conversation context, clear ownership, next actions and recorded follow-up outcomes.
- Opportunity status, ownership and the next meaningful action in one place.
- Follow-up informed by the conversation—not just a timer.
- Research context from Hermes when the agreed workflow needs supporting evidence.
- A record of communication, replies, holds and outcomes for the work in scope.
Set up around your business.
- 01Map where enquiries arrive, what makes an opportunity useful and who owns decisions.
- 02Agree the records, communication permissions and follow-up boundaries.
- 03Test one complete enquiry-to-next-action path before expanding the workflow.
Scope and control
- A configured lead workflow, not a claim to replace every feature of your CRM.
- Inbox and CRM connections are confirmed during setup; universal integration is not included.
- Research volume and outbound permissions are agreed explicitly.
- Remy does not invent prices, override do-not-contact rules or guarantee sales.
Does this replace our CRM?
Not by default. We establish which system owns your records and confirm the supported connection before proposing a workflow.
Will Remy send messages without permission?
Communication follows the permissions and approval boundaries established for your business. A useful next action is not automatic permission to send.
Do I need Nia as well?
You can discuss a lead workflow on its own. Where Nia is also deployed, the handoff should carry the relevant conversation instead of making the customer restart.
When Remy needs more context.