For IT MSP owners and CEOs
Go Fig connects the CRM, inbox, calendar, and call notes beside your PSA into one private intelligence layer. Then AI agents follow up, keep the pipeline current, and brief you before every QBR, with a person approving every email before it goes out.
is a Go Fig customer The problem
New business still rides on your relationships. The follow-up, the pipeline, and the QBR prep land on the few people who also run the business.
You're the main salesperson and the closer. Every follow-up you owe competes with running the firm.
What Go Fig does
Go Fig answers the emails that need a reply, drafts the follow-up after every call, and checks in with the referral partners and past clients who have gone quiet. You approve and it's done.
Where it stops
Go Fig doesn't find new clients. It keeps the referrals, warm contacts, and open deals you already have from stalling while you're busy.
A PSA is built for tickets, agreements, and billing. Deals end up in a CRM nobody updates, a spreadsheet, or your head, and nobody sees which ones went quiet.
What Go Fig does
Each day Go Fig checks every open deal for a missed close date, no next step, or no recent activity, and stages the one action that moves it. It chases unsigned contracts and keeps each lead's status current from what they wrote. Celeste, Go Fig's AI analyst, answers questions about the pipeline.
Where it stops
Your deals need to live in HubSpot, Salesforce, Pipedrive, Zoho CRM, Attio, or Go High Level. Deals kept only in the PSA wait for the ConnectWise PSA, Autotask PSA, and HaloPSA connectors, which are coming soon. Quotes stay in your quoting tool.
The quarterly business review is where renewals and upsells happen, and getting ready for each one takes hours your team doesn't have.
What Go Fig does
Before each client meeting, Go Fig writes a short brief from your CRM and email: the open deals, the latest notes and tasks, what you last emailed about, and three things to raise. After the meeting it drafts the follow-up, the note, and the next invite.
Where it stops
Ticket, SLA, and device data stay in your PSA and RMM, so the service report is still yours to pull. The brief covers the relationship.
See it work
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
Actions
Sample card · nothing here is real or sends
Incoming
Message
Outgoing
Message
See it work
Each morning the agents check every open deal in your CRM. A deal that went quiet gets a nudge, and a contract that sits unsigned gets a follow-up.
Triggers
Skills
Actions
Sample card · nothing here is real or sends
The deal
Last email from Morgan Lee
Outgoing
Message
See it work
Meeting prep reads your CRM and your inbox before each client meeting. Every sentence in the brief shows where it came from.
Thursday, before your 10:00 AM meeting
Ticket, SLA, and device data live in your PSA and RMM, so this brief leaves them out. Connectors for ConnectWise PSA, Autotask PSA, and HaloPSA are coming soon.
Beyond sales
When a client signs, the agents brief your service team and welcome the client. Dashboards and Celeste show the pipeline and the books side by side.
Operations
When a deal closes won or the agreement is signed, Go Fig drafts the handoff to your service team with what was sold, what was promised, and who the client's contacts are. It drafts the client's welcome or kickoff invite too, and both wait for your OK.
Where it stops
The handoff reaches your team by email. Go Fig doesn't set up the client, the agreement, or the onboarding tickets in your PSA.
Reporting
Dashboards and Celeste, Go Fig's AI analyst, read your CRM and QuickBooks or Zoho Books together. Ask how this quarter's new business compares with last quarter's, and the answer shows where each number came from.
Where it stops
Ticket, SLA, and device data live in your PSA and RMM, so the dashboards leave them out. Connectors for ConnectWise PSA, Autotask PSA, and HaloPSA are coming soon.
What it connects to
Go Fig reads and writes where your sales team already works. Your PSA keeps running service delivery.
Notes, stages, next steps, and new contacts land in the CRM after you approve them.
HubSpot 
Salesforce 
Pipedrive 
Zoho CRM 
Attio 
Go High Level Replies go out from your own address. Call notes come from Fathom or from an Otter, Fireflies, or Read AI recap email in your inbox.
Outlook 
Gmail 
Fathom 
Otter 
Fireflies 
Read AI When a project deal is won, Go Fig can draft its invoice in QuickBooks or Zoho Books for your OK. Recurring agreement billing stays in your PSA.
QuickBooks Zoho Books Tickets, agreements, and recurring billing stay in your PSA, and Go Fig leaves them alone.
Proof
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.
Security
SOC 2 Type II auditedThe hosted service is SOC 2 Type II audited. Your data is never used to train AI models.
How it starts
A solutions engineer maps your systems, how your team sells, and which agents should go first.
Your CRM, inbox, calendar, and call notes connect beside your PSA, which stays as it is.
The first agents go live with every action waiting for a person to approve it.
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.
Not yet. Connectors for ConnectWise PSA, Autotask PSA, and HaloPSA are coming soon. Today Go Fig works in the CRM, inbox, calendar, and call notes beside your PSA, and tickets, agreements, and billing stay where they are.
No. Go Fig works the referrals, warm contacts, and open deals you already have, so none of them stall while you're busy. Finding new prospects is a marketing job, and we're glad to point you to a partner who does it.
A CRM and a mailbox: HubSpot, Salesforce, Pipedrive, Zoho CRM, Attio, or Go High Level, plus Gmail or Outlook. If your deals live only in the PSA today, the pipeline agents have nothing to work on until the deals move to a CRM or the PSA connectors ship.
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.
No. Your PSA keeps running tickets, agreements, and billing, and quotes stay in the tool you build them in. Go Fig keeps the sales side of each account moving.
The hosted service is SOC 2 Type II audited, and your data is never used to train AI models. Our trust center and Data Processing Agreement are ready for your review.
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.
A solutions engineer walks you through what Go Fig would connect beside your PSA and which agents would go first.