A planner for sales
Follow-ups become scheduled tasks, accounts become customers, and no thread goes quiet by accident.
In the workflow
Three ways the week gets easier.
Keep enough structure to know what happens next, without adding a process that needs its own manager.
- 01
Follow-ups with a date attached
"Circle back in two weeks" becomes a task on that day, not a memory. The morning column is your call list.
- 02
Accounts live as customers
Contact details and notes per account, with the deals and work for each one attached as projects underneath.
- 03
Calls and demos in the same view
Your connected calendar puts meetings beside prep tasks, so a demo never lands in the same hour as the proposal it needs.