The next referral is already in your CRM.
Most businesses win a customer, finish the job, and go quiet. Themis keeps every past client warm, organized in one place, on a nurture cadence you set once, so when their neighbor asks for a recommendation, your name is the one that comes up.
- From the deal to a referral engine
Promote a lead to client once the deal is done and they join your client list, separate from the live pipeline, but never forgotten. Drip sequences and broadcasts keep you in their inbox at the pace you choose.
- Clients organized apart from active leads
- After-the-deal sequence: thanks, review ask, referral ask, on autopilot
- Long-cadence drips: check-ins, anniversaries, updates
- Monthly home-value emails for real-estate teams that keep you worth opening
- Broadcasts to your whole book when news breaks
- Never let a relationship go cold
Repeat and referral business is the cheapest business you'll ever win, it only asks that you stay in touch. Themis makes staying in touch the default instead of the resolution.
Also in Themis
All featuresEstimates, invoices & online payments
Estimates, invoices and online payments, with income & expenses and a QuickBooks Online sync.
Team workspace
Your whole office in one shared pipeline, with every record showing who made it.
Blog engine
Posts written or AI-drafted in the app, served on your own domain once you publish.
Questions people ask here.
What happens after a job is finished?
Promote the lead to a client and the after-the-deal sequence sends a thank you, a review ask and a referral ask on its own.
How often will past clients hear from me?
On the cadence you set once: check-ins, anniversaries and updates, plus broadcasts to your whole client list when news breaks.
Are past clients kept apart from new leads?
Yes. Clients sit in their own list, separate from the live pipeline, so they are never lost among new inquiries.