My day
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Today's progress
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This week vs your last week
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After a call
Speak or type, Update fills in your records, you click OKOverdue invoices
Follow-ups due today
My reminders
Add a reminder
Activity log
Upcoming events
My prospects by colour
Find leads
Or add one by hand
Review leads
Tick the ones to keepDraft a customised email
You review, edit and send it yourselfAdd a client
| Client | Market | Stage | Contacts | Calls made | Last activity |
|---|
No clients match. Add one above or turn a lead into a client.
Invoices
Attaching the PDF is not in this test version.
| Client | Candidate | No. | Amount | Due | Status |
|---|
No invoices yet. When a client's stage reaches Joined, the client page offers “Raise invoice”.
Client meetingInterviewTeam meetingOther
Pipeline
Tap a stage to list its clientsSales strategy notes
Editable by Yohant and the CEO. Each Friday keeps its own note.