SOC 2 Type II audited Nothing sends without your approval Your data never trains AI
Log in Schedule a briefing Schedule a briefing

For HR, staffing, and PEO owners and CEOs

Keep every lead and client moving while you run the firm

Go Fig connects the CRM, inbox, calendar, and meeting notes beside your ATS or HR platform into one private intelligence layer. Then AI agents answer leads, send proposals, and check in with past clients, with a person approving every email before it goes out.

Schedule a briefing See it work is a Go Fig customer SOC 2 Type II audited

The problem

Your ATS or HR platform runs delivery, and new business still runs through you

Candidates, payroll, and benefits each have a system. The leads, the proposals, and the past clients usually have you and an inbox.

Finding clients ready to hire

New clients decide whether the firm grows, and finding them is the hardest part of the job. Meanwhile past clients who would hire again go quiet because nobody had time to call.

What Go Fig does

Each morning Go Fig drafts a check-in for every past client and partner nobody has talked to in a while, picking up where the last conversation left off. It briefs you before each client meeting, drafts the follow-up after it, and nudges every open deal that went quiet.

Keep in touch Meeting prep Meeting follow-up Pipeline check-up

Where it stops

Go Fig doesn't find new clients. It works the past clients, partners, and open deals already in your CRM, so none of them go quiet while you're busy.

See it work

The owner is the funnel

Every lead runs through you, from the first call to the kickoff. Proposals wait on you, unsigned agreements wait on you, and so does the next client.

What Go Fig does

Go Fig answers the emails that need a reply. When a client asks for a proposal, it drafts one from their own words and sends it for signature once you approve. It chases the proposals that sit unsigned, hands each signed client to your onboarding team with a kickoff, and starts your day with a brief of what's waiting on you.

Email follow-up Proposal build and send Proposal follow-up Won-deal kickoff Daily brief

Where it stops

Proposals go out for signature through SignWell, not Adobe Sign. Microsoft Teams has no connector, so Go Fig learns what was said on a Teams call from your notetaker's recap.

See it work

Leads get stuck between the form, the inbox, and the CRM

A lead fills in the website form, the email lands in a busy inbox, and nobody puts it in the CRM. You never find out how many went to someone else.

What Go Fig does

Every hour Go Fig sorts the new mail, clears out the noise once you approve, and leaves the people waiting on you in your inbox. A lead who writes in gets a reply drafted in your voice, a contact and a deal in your CRM, and the meeting they asked for. Lead status and qualification stay current from what each lead wrote.

Inbox cleanup Email follow-up

Where it stops

A form that emails your inbox is read like any other email. A form that only saves entries on your website has no connector, so those entries still need someone to check them.

See it work

See it work

Past clients and open deals, followed up every morning

Pick what wakes the agent and watch it work. Then approve the card, edit it, or skip it. Anything that leaves the building waits for a person.

Triggers

Skills

Listed the companies nobody's touched in 60 days 1.1s Found Ironbark Cold Storage, quiet for 97 days 0.7s Read Renee Lambert's last email in Outlook 0.8s Drafted a check-in 2s Read the Read AI meeting report in Outlook 0.8s Found Marcus Webb missing from Zoho CRM 0.7s Listed what Casey promised on the call 0.9s Drafted the follow-up, the note, a task, and the invite 2.4s Checked 41 open deals in Zoho CRM 1.2s Found Halverson Foods past its close date with no next step 0.9s Read Gina Torres's last email in Outlook 0.7s Drafted a nudge, a next step, and a task 2.1s

Actions

 Sample data Larkhaven Staffing & HR is made up. Pick a trigger, then decide the card.

Sample card · nothing here is real or sends

Check in with Renee Lambert → Ironbark Cold Storage

 Proposed by Keep in touch · Today, 7:00 AM Nobody has been in touch with Ironbark Cold Storage, a past client, in 97 days.

Last email

From
Renee Lambert, operations manager
Sent
97 days ago

Message

Hi Casey, Thanks for the crew this summer. Peak went smoothly. Let's talk again before the holiday rush. Renee

Outgoing

To
Renee Lambert
Subject
Before the holiday rush

Message

Hi Renee, You wanted to talk before the holiday rush, and it's almost here. Are you planning extra shifts this year? If you know roughly how many people you'll need and when, I can tell you what we'd have ready. Free for 20 minutes on Thursday? Best, Casey
Action Summary Sends the check-in from Outlook

Sample card · nothing here is real or sends

Follow up with Renee Lambert → Ironbark Cold Storage

 Proposed by Meeting follow-up · Thursday, 3:12 PM Read AI's meeting report for your call with Ironbark Cold Storage arrived five minutes ago.

From the call

Meeting
Check-in call, 26 minutes
With
Renee Lambert, Marcus Webb

Recap

Ironbark is adding a second shift at its Elm Road warehouse on January 12 and needs 14 forklift-certified associates. Marcus Webb, the new site manager, will run the shift. Casey promised a rate sheet by Friday. Everyone agreed to a site walk on Tuesday at 9.

Outgoing

To
Renee Lambert
Cc
Marcus Webb
Subject
Second shift at Elm Road

Message

Hi Renee, Thanks for the time today, and good to meet you, Marcus. As promised, I'll send the rate sheet for the 14 forklift-certified associates by Friday. I've also sent an invite for the site walk at Elm Road on Tuesday at 9. Best, Casey

Also updates in Zoho CRM

Contact
Marcus Webb, site manager
Deal
Ironbark Cold Storage, second shift
Task
Casey: send the rate sheet by Friday
Action Summary Sends the follow-up from Outlook Books the site walk for Tuesday at 9 Adds Marcus Webb, the deal, the note, and the task in Zoho CRM

Sample card · nothing here is real or sends

Nudge Gina Torres → Halverson Foods

 Proposed by Pipeline check-up · Today, 9:00 AM Halverson Foods passed its close date 12 days ago, and the deal has no next step.

The deal

Deal
Halverson Foods, seasonal packing crew
Stage
Proposal sent
Close date
Oct 10
Last activity
19 days ago

Last email from Gina Torres

Thanks, Casey. We're waiting on our Q4 volume forecast before we commit to a headcount. I'll get back to you when it's in.

Outgoing

To
Gina Torres
Subject
Your Q4 forecast

Message

Hi Gina, Has the Q4 volume forecast come through? Once you have a headcount, I'm glad to go over start dates with you on a short call. Best, Casey

Also updates in Zoho CRM

Next step
Hear back on the Q4 forecast
Task
Casey: call Gina Torres on Friday
Action Summary Sends the nudge from Outlook Sets the next step and adds a task in Zoho CRM

See it work

From proposal to kickoff without every step waiting on you

The proposal is drafted from the client's own words and goes out for signature once you approve. An unsigned proposal gets a follow-up, and a signed client gets a kickoff.

Triggers

Skills

Read Dana Pierce's email 0.7s Took each value from Dana's own words 1.3s Drafted the proposal and the signature request 2.2s Found 4 deals waiting on a signature in Zoho CRM 1s Read the Saltmarsh Home Health deal and its emails 0.9s Confirmed no reply and no signature in 6 days 0.7s Drafted a follow-up 1.9s Saw Dana Pierce sign the proposal in SignWell 0.6s Read the Harlow Freight deal and its notes in Zoho CRM 1s Listed what was promised, and to whom 0.9s Drafted the welcome, the handoff, and a reminder 2.2s

Actions

 Sample data Larkhaven Staffing & HR is made up. Pick a trigger, then decide the card.

Sample card · nothing here is real or sends

Proposal for Harlow Freight → Dana Pierce

 Proposed by Proposal build and send · Tuesday, 10:22 AM Dana Pierce asked for a proposal in an email six minutes ago.

Their email

From
Dana Pierce, COO
Subject
Proposal for HR and payroll

Message

Hi Casey, Thanks for walking us through everything yesterday. Please send a proposal for HR and payroll for our 48 employees at the $89 per employee per month we discussed, starting January 1 on a 12-month term. I'd like to sign it this week. Dana Pierce COO, Harlow Freight

Outgoing

Client
Harlow Freight
Services
HR and payroll
Employees
48
Price per employee per month
$89
Start date
January 1
Term (months)
12
Signer
Dana Pierce, COO

Message

Hi Dana, Here's the proposal for HR and payroll we talked through. You can sign it from the link in this email, and I'm glad to answer anything first. Best, Casey
Action Summary Makes the proposal PDF Sends it to Dana Pierce to sign with SignWell

Sample card · nothing here is real or sends

Follow up with Owen Brandt → Saltmarsh Home Health

 Proposed by Proposal follow-up · Today, 9:00 AM The proposal went to Owen Brandt six days ago, with no reply and no signature since.

Waiting on

Deal
Saltmarsh Home Health, HR outsourcing
Stage
Proposal sent
Sent
6 days ago

Your last email

Hi Owen, Here's the proposal for HR support across your three branches. I'm glad to walk your office managers through it. Casey

Outgoing

To
Owen Brandt
Subject
Re: Your HR proposal

Message

Hi Owen, Checking in on the proposal I sent last week. Is there anything I can clear up before you sign? A short call with your office managers works too, if that's easier. Best, Casey
Action Summary Sends the follow-up from Outlook

Sample card · nothing here is real or sends

Welcome Dana Pierce → Harlow Freight

 Proposed by Won-deal kickoff · Thursday, 4:47 PM Dana Pierce signed the Harlow Freight proposal in SignWell four minutes ago.

The won deal

Deal
Harlow Freight, HR and payroll
Stage
Closed won
Start date
January 1

From your notes

Payroll has to move over before the first January pay run. Dana wants the employee handbook reviewed in the first quarter. Luis Ortega, their controller, owns the payroll data.

Outgoing

To
Dana Pierce
Cc
Luis Ortega
Subject
Welcome to Larkhaven

Message

Hi Dana, Thank you for choosing us. Morgan Tate leads your onboarding and is your main contact from here. The first job is planning the payroll move with Luis, so everything is ready before your first January pay run. Could we hold a kickoff on Tuesday at 10, Wednesday at 2, or Thursday at 11? Best, Casey
Action Summary Sends the welcome from Outlook Sends the handoff to your onboarding team Reminds you in two days if no kickoff is booked

See it work

Every lead who reaches your inbox gets an answer

Each hour the inbox is sorted, and the people waiting on you stay in it. A lead who writes in gets a reply, a CRM record, and the meeting they asked for.

Triggers

Skills

Read 19 new emails in Outlook 1s Found 4 from people waiting on Casey 0.9s Set the rest to archive or unsubscribe 1.1s Wrote the summary 1.4s Read Tom Alvarez's email 0.6s Searched Zoho CRM and found no record of Pinecrest Dental Group 1s Drafted a reply, the invite, a contact, and a deal 2.3s

Actions

 Sample data Larkhaven Staffing & HR is made up. Pick a trigger, then decide the card.

Sample card · nothing here is real or sends

Clear 19 new emails

Proposed by Inbox cleanup · Today, 11:00 AM 19 unread emails arrived in the last hour.

New this hour

Unread
19 emails
From people
4

Some of what came in

Website form: Jamie Reyes asks about HR and payroll for 62 employees Priya Nair asks to move Thursday's call to Friday A benefits carrier's webinar invite Release notes from your payroll software A job board's weekly newsletter

Outgoing

Archive
12
Unsubscribe
3
Stay for you
4

Message

Sorted 19 new emails: 12 to archive and 3 newsletters to unsubscribe from. Four people are waiting on you, including Jamie Reyes, who wrote in through your website form.
Action Summary Archives 12 emails in Outlook Unsubscribes from 3 newsletters Leaves 4 in your inbox for Email follow-up

Sample card · nothing here is real or sends

Reply to Tom Alvarez → Pinecrest Dental Group

 Proposed by Email follow-up · Monday, 9:48 PM A new email from Tom Alvarez arrived two minutes ago.

Incoming

From
Tom Alvarez, COO
Subject
HR help for seven offices

Message

Hi Casey, Rachel Kim at Bayline Insurance said you handle HR for a few of her clients. We have seven dental offices and about 90 employees in two states, and keeping up with HR compliance is getting away from us. Could we talk Wednesday at 11? Tom Alvarez COO, Pinecrest Dental Group

Outgoing

To
Tom Alvarez
Subject
Re: HR help for seven offices

Message

Hi Tom, Thanks for reaching out, and thanks to Rachel for the introduction. Wednesday at 11 works. I've sent you an invite for a 30-minute call. Best, Casey

Also updates in Zoho CRM

Contact
Tom Alvarez, COO
Deal
Pinecrest Dental Group, HR outsourcing
Stage
Discovery call booked
Action Summary Sends the reply from Outlook Books the call for Wednesday at 11 Adds Tom Alvarez and a new deal in Zoho CRM

Beyond sales

The onboarding handoff and the inbox, handled too

A signed client reaches your onboarding team with everything that was promised. The inbox is sorted every hour, and every reply waits for your OK.

Operations

Every signed client handed to onboarding

When a client signs or a deal closes won, Go Fig drafts the handoff to your onboarding team with what was sold, what was promised, and who the client's contacts are. It drafts the client's welcome or kickoff invite, plus a reminder to check the kickoff gets booked.

Won-deal kickoff

Where it stops

Go Fig hands the client over. It doesn't pre-fill payroll workbooks, check client documents, or set the client up in your HR or payroll platform.

Admin

An inbox that sorts itself every hour

Inbox cleanup sorts new mail every hour and offers to clear the noise, and the emails that need a person stay put. Email follow-up drafts the reply and logs the note, the tasks, and new contacts to your CRM, so the record holds the conversation without anyone typing it in.

Inbox cleanup Email follow-up

Where it stops

It reads your connected Outlook or Gmail inbox only. Messages that stay inside your ATS, your HR platform, or a website form never reach it.

See the agents for every function

What it connects to

Works in the systems beside your ATS or HR platform

Go Fig reads and writes where your sales work already happens. Your ATS or HR platform keeps running delivery.

Proposals and your books

Proposals go out for signature through SignWell. When a placement or setup fee is won, Go Fig can draft its invoice in QuickBooks or Zoho Books for your OK. Weekly temp billing stays in your staffing system.

SignWell QuickBooks Zoho Books

Your ATS or HR platform

Candidates, jobs, timesheets, payroll, and benefits stay in Bullhorn, PrismHR, or whatever platform you run. Go Fig doesn't connect to them and leaves them alone.

Proof

What we can show you today

Customer

Vertech is a Go Fig customer.

What we've seen

We've seen the funnel stop leaking deals, and that meant more wins and a higher close rate.

How it starts

From first call to agents at work

Map

A solutions engineer maps your systems, how your team sells, and which agents should go first.

Connect

Your CRM, inbox, calendar, and meeting notes connect beside your ATS or HR platform, which stays as it is.

Deploy

The first agents go live with every action waiting for a person to approve it.

Grow

CRM updates, notes, and tasks you trust run on their own, emails still wait for a person, and new agents go where the work is.

Questions HR, staffing, and PEO owners ask first
Does Go Fig connect to Bullhorn or PrismHR?

No. Go Fig doesn't connect to Bullhorn, Avionté, PrismHR, or other ATS and HR platforms. It works in the CRM, inbox, calendar, and meeting notes beside them, and candidates, payroll, and benefits stay where they are.
What do the agents need to run?

A CRM and a mailbox: HubSpot, Salesforce, Pipedrive, Zoho CRM, Attio, or Go High Level, plus Gmail or Outlook. If your clients and deals live only in your ATS, the agents have nothing to work on until they're in a CRM Go Fig connects to.
Will Go Fig find us new clients?

No. Go Fig works the past clients, partners, leads, and open deals you already have, so none of them go quiet while you're busy. Finding new prospects is a marketing job, and we're glad to point you to a partner who does it.
Who approves what the agents do?

Your team. Every draft, update, and invite waits in the Go Fig Feed or in Slack for a person to approve it, edit it, or skip it. Only internal record updates, like CRM fields, notes, and tasks, can be set to run on their own, and you can take that back anytime. Emails, invites, and anything else that leaves the building always wait for a person.
Does it work with calls on Microsoft Teams?

Teams has no connector, and neither do Read AI, Otter, or Fireflies. If one of them records your Teams calls, it emails you a recap, and when that email lands in your connected Outlook or Gmail inbox, the follow-up agent works from it.
Will it pass our security review?

The hosted service is SOC 2 Type II audited, and your data is never used to train AI models. Go Fig reads only the systems you connect, and it has no connector to your payroll or HR platform. Our trust center and Data Processing Agreement are ready for your review.
How is Go Fig priced?

As a subscription on a two- or three-year term, plus a one-time implementation fee. A solutions engineer scopes both with you on a briefing, once we know your team and your systems.

See what Go Fig would do for your firm

A solutions engineer walks you through what Go Fig would connect beside your ATS or HR platform and which agents would go first.

Schedule a briefing