Follow-ups
It tells you who needs you.
Follow-ups in ShlichusOS aren't a to-do list you have to fill in — the system surfaces who to reach out to from the data you already have, and lets you add your own reach-outs alongside.
Smart suggestions
Lapsed families, upcoming yahrzeits, pledges coming due, and gifts that haven't been thanked are surfaced for you automatically.
Your own reach-outs
Add a follow-up tied to any family with a due date — "call the Weisses before Pesach" — and check it off when it's done.
On your dashboard
"Who to reach out to" sits on the home screen, so the relationship work is in front of you, not buried.
Connected to everything
Follow-ups tie back to giving, yahrzeits, pledges, and programs — so people, money, and outreach aren't in separate places.