Coordinate the gift
Keep the sender, recipient, purpose, delivery, and order status together.
CurrentWarmHello for teams
Give thoughtful outreach a clear owner and a next step.
Coordinate the gift, see the recipient’s response, and help the right person follow up while the moment is fresh.
The current workflow
From thoughtful send to useful signal.
WarmHello acts as a lightweight relationship layer. It does not try to replace your CRM.
- 01Someone sends
A relationship owner chooses the person, purpose, and gift.
- 02WarmHello coordinates
Delivery and recipient details stay connected to the order.
- 03The recipient replies
The card QR opens a private response page, not a redemption form.
- 04The owner follows up
The response becomes context for the next conversation.
Available now
Everything stays centred on the relationship.
Notice the response
Connect the private QR reply to the person who owns the relationship.
CurrentAct on the signal
See what happened and give the relationship owner a clear next step.
CurrentPlanned, not live yet
More control as your sending programme grows.
These capabilities show where the team product is heading. We will not present them as available until they are implemented.
- Budgets and approvalsSet sending guardrails for a growing team.Planned
- Reusable templatesKeep common messages consistent without making them impersonal.Planned
- CRM integrationsHubSpot, Salesforce, and Pipedrive connections are planned for a later phase.Planned