Which CRMs does Substrait work with?
Substrait has no CRM of its own and never will. It runs inside the one your team already logs into, so the answer is either yes or not yet.
Sierra InteractiveLive
Follow Up BossLive
GoHighLevelConnected
LoftyNext in lineEverything else, including BoldTrail and CINC, is not built. Tell us what you run and it moves up the queue.
Live means it reads the record, not just the phone number.
Both do the same job, inside the CRM your team already logs into.
Encore™, the past client and sphere system, is live on both.
| What it does, in both | Sierra Interactive |
Follow Up Boss |
|---|---|---|
| Reads the whole lead recordLogged calls and site activity on Sierra, the full timeline on Follow Up Boss | ||
| Texts from your number, in the team’s own voiceThe same number and the same name the lead already knows | ||
| Writes notes back on the record your team reports onNotes, tags, stages and tasks, updated as the conversation happens | ||
| Hands the conversation to an agent when a human is neededWith a written brief, so nobody has to read the thread from the top | ||
| Reacts to what the lead does on your siteA property view or a saved home changes what gets said next | ||
| Sends live filtered listing linksBuilt from what the lead asked for | ||
| Works the clients you already soldEncore dates the anniversary and birthday tasks, and gives every enrolled past client a market update page under your brand |
One is connected, one is queued.
Connected and working. It needs teams running on it to dial in the last details. Leads run there today, and Encore is next.
Next in line to be built. Chosen, not started, and nothing works on it today.
The queue is the roadmap.
Build order follows who asks. Telling us costs you nothing and there is no list to join twice.
BoldTrail
Not built. Tell us you want it and you go on the list.
Get in line
CINC
Not built. Tell us you want it and you go on the list.
Get in line
Real Geeks
Not built. Tell us you want it and you go on the list.
Get in line + Something elseWhatever you run, tell us. Build order follows the queue.
Tell us what you runSupporting a CRM is not a switch we flip.
Every CRM stores a lead differently. Reading a record properly means learning that vendor’s idea of a stage, a task, a note and a logged call, then writing back in a way their own reports still make sense of.
Half a connection is worse than none. Something that can text but cannot see that your agent already called will talk straight over them. We would rather say not yet than ship that and let you find out.
So the queue is the roadmap. Tell us what you run. The CRM people actually ask for is the one that gets built, and there is no cost to being on the list.
Start on your database today.
Connect the account you already log into and watch the first replies land.