Sidekick

AI CRM assistant: follow-ups, emails, task scheduling.

Overview

AI CRM assistant that automates follow-ups, writes emails, schedules tasks, and predicts which contacts need attention.

Real estate agents lose deals when follow-ups fall through the cracks. Sidekick addresses this by monitoring CRM activity and automatically executing follow-up sequences based on contact behavior and pipeline stage. The AI writes context-aware emails referencing previous conversations, property interests, and timeline.

Task prediction analyzes contact engagement patterns to surface the people most likely to need outreach today. Pipeline insights highlight stalled deals and recommend next actions. The Chrome extension works inside Gmail and the CRM for seamless workflow.

Pricing starts at $29/month per user with a free tier for basic automation. Team plans add shared templates, analytics, and admin controls.

Capabilities include: automated follow-up sequences triggered by CRM events, AI-generated personalized emails with context awareness, predictive task prioritization based on engagement signals, pipeline health scoring and stalled deal alerts, Chrome extension for in-Gmail/CRM operation, and integrations with Follow Up Boss, LionDesk, kvCORE, and HubSpot.

Limitations: requires CRM integration for full value; email generation quality varies with context depth; predictive accuracy improves with more historical data; Chrome extension only (no Firefox/Safari).

Capabilities

  • Automated follow-up sequences triggered by CRM events
  • AI-generated personalized emails with context awareness
  • Predictive task prioritization based on engagement signals
  • Pipeline health scoring and stalled deal alerts
  • Chrome extension for in-Gmail/CRM operation
  • Integrations with Follow Up Boss, LionDesk, kvCORE, HubSpot

Limitations

  • Requires CRM integration for full value
  • Email generation quality varies with context depth
  • Predictive accuracy improves with more historical data
  • Chrome extension only (no Firefox/Safari support)

Key Features

  • Smart follow-ups
  • Email generation
  • Task prediction
  • Pipeline insights

Integrations

Follow Up BossLionDeskkvCOREHubSpot

Details

Platforms
Web, Mobile App, Chrome Extension
Target Users
Solo agents, Teams
Pricing Model
Subscription
Starting Price
$29/USD
Full Pricing Details
From $29/mo

Information verified as of July 14, 2026.Vendor features, pricing, and capabilities may change. Always verify current details on the vendor's website.

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