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Moments

verifiedFreemiumscheduledapp.com

AI relationship-management assistant that monitors email, calendar, and CRM to flag cooling client relationships and draft follow-ups.

What it does

Moments (from the makers of the Scheduled iOS app) is an AI assistant for agency and service-business owners that watches Gmail/Outlook, calendars, contacts, and CRM data to identify clients and deals going cold, then drafts follow-up messages for review. It runs built-in agents for daily briefs, inbox triage, and meeting prep, and can schedule and send messages across WhatsApp, SMS, and email.

Core features

Tracks open commitments across email, calendar, and CRM
Flags clients/deals at risk of going cold
Drafts and schedules follow-up messages across channels
Daily brief, inbox digest, and meeting-prep agents
Custom agents definable in plain English
Integrates with Gmail, Outlook, HubSpot, Pipedrive, Salesforce

Best for

Preventing client and deal relationships from going cold
Preparing briefed context before every client call
Automating recurring client check-ins and follow-ups
Delegating inbox triage and daily planning to AI

Pricing

Lite
$9/month
Starter
$19/month
Pro
$49/month
Power
$99/month

Reviews

Big-picture takes: what it's for and whether it delivers. High-engagement YouTube videos — not sponsored.

Tutorials

Step-by-step: exactly how to get things done with it.