Product
Everything HopeClose does, it does to keep relationships moving.
Relationship Engagement and Momentum, in one place: see the whole book, know the next right move, and keep opportunities advancing.
The strategic differentiator
Gold Command Center
One screen that ranks every relationship by momentum and names the next right move across your entire book. It is where the day starts: nothing to hunt for, nothing to assemble, no report to run first.
- The whole book ranked by momentum risk, not last activity
- The Relationship Guidance Bar sits at the top of it
- Stalled, Active, Advancing — visible before it costs you
- Jump straight from a signal to the action that answers it
The gold icon means help is available
Wherever you see it — Contact, Insight, Organization, and Portal pages, and inside Gold Command Center (coming soon) — Cold to Gold tips and in-app strategy guidance are one click away.
Strategy Tips or Next Step — your call (coming)
A member-level toggle, also settable by an admin, that decides what the guidance surface shows you: Strategy Tips when you want to learn the play, or Next Step when you just want to be told the move. Powered by the Next Step Engine.
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Contexts in motion
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Promises outstanding
4
Gates cleared this month
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At risk of stalling
Next right moves · this week
Grace Community Church
Confirm pilot scope with ops lead
Harbor Foundation
Send thank-you for board intro
The Wilder Band
Re-ask spring routing
Available now
What HopeClose does today.
01
Relationship Guidance Bar
The guidance layer that lives at the top of Gold Command Center and follows you into every contact record. It names one clear next move — who to reach, why now, and what was promised last time.
- Priority guidance ranked by momentum risk, not inbox order
- Every suggestion carries its reason and its history
- Dismiss, defer, or complete without leaving the bar
02
Contexts & roles
A context is a whole organizational workspace. Run several organizations side by side, each with its own members, roles, and data — a core differentiator, not a settings screen.
- Separate contexts keep separate organizations clean
- Roles scope what each member can see and do
- Consultants and multi-org operators work without cross-contamination
03
Opportunities & Insights
Initiatives run inside opportunities. Each moves through phases, and each phase closes with a Decision Gate your team explicitly clears. Insights reads the whole book and tells you where momentum is really going.
- Phase-by-phase plans anyone can follow
- Decision Gates capture what must be true before advancing
- Insights surfaces stalls, risk, and the deals quietly slipping
04
Touches, notes & activity history
Every call, meeting, email, and promise attaches to the relationship it belongs to — with touch types, so you can see the shape of the engagement, not just its volume.
- Touch-type tracking across the whole relationship
- Notes and commitments stay attached to people
- History you can actually find months later
05
Forecasts, reporting & reminders
Know what is landing and when. Forecasts roll up from real opportunity movement, and reminders make sure the follow-up that carries them never goes unowned.
- Forecasts driven by momentum, not optimism
- Reporting your board or leadership can read
- Reminders and follow-up scheduling built in
06
Strategy AI
Suggestions grounded in your own data: what to say, when to reach out, and which relationship to warm before you make the ask.
- Suggested next moves with the reasoning shown
- Draft language for outreach and thank-yous
- Gets sharper as your history deepens
In development
The next products moving toward release.
Proposal Builder and Portals extend the relationship record into the work you share, approve, sign, and deliver.
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Proposal Builder
In developmentBuild a smart proposal from the relationship context, turn it into an agreement, collect a signature, follow up automatically, and move the opportunity forward without rebuilding the story elsewhere.
- Smart Builder, pricing engine, agreements, and e-signatures
- Intelligent reminders and multi-brand proposals
- Diamond-Circle Portal delivery, analytics, and automatic pipeline updates
02
Portals
In developmentPortals are the shared surface between you and the people you serve. Workspace and the Connect relationship map live inside Portals — they are surfaces of the portal, not separate products.
- Workspace: the week's guided actions, notes, and commitments
- Connect: the relationship map that reveals warm paths
- Next-level portals bring your people into the work with you
Planned
The automation layer that follows.
Trigger → Playbook → Automated Actions → the Engagement Updater writes it back. You decide what runs automatically and what needs approval.
Playbooks
Repeatable engagement programs. A trigger — say, a church agrees to a pilot — starts a Playbook that lays in the plan, the notes scaffold, the next steps, and the timing. The biggest feature set on the roadmap.
Triggered by a real event, not a manual checklist · Ships the whole plan: steps, owners, and timing · Reusable across every relationship that fits the pattern
Automated Actions
The steps a Playbook fires: the thank-you promised in Steward, the follow-up, the reminder, the ask itself. Every step has a mode you choose — auto-run, or prompt me first.
Auto-run: HopeClose does it for the rep · Prompt me first: it arrives as a guided next move to approve · Set the level per step, so nothing goes out that shouldn't
Engagement Updater
When a stage changes, the record updates itself. Plans, notes, and next steps are written in automatically so nobody has to remember to keep the record current.
Stage change writes the plan and the next steps · Notes scaffolded from what actually happened · The record stays true without data-entry work
Put guidance in front of your team.
Start a context for your team, invite your members, and let HopeClose surface what needs attention this week.