Help & Support
Your Unavoidable CRM assistant
Who owes me?
Send an invoice
Add a reminder
Sequences
Booking
Quotes
WhatsApp
Automation
✉ Contact support
Isolated to your company. Never shares data across tenants.
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Saturday 17 October
Afternoon, Sam. 1 thing needs you.
Win workNew enquiries this week3None marked hot yet
TalkWaiting for a reply2Oldest 1d
Run the jobsBookings today0Nothing booked
Get paidOwed to you£0Nothing overdue
Needs you
1 to doToday
CalendarCall Jess about adding a friend to her bookingTask
12:00Low stock: Riverside Lodges has 3 places leftTask
Leads you could lose today
Nobody is slipping through right now. Missed calls, unanswered enquiries and hot leads that go quiet will show here.
Tip: switch on missed-call text-back so missed callers get a text within seconds.
Speed to lead
Last 7 days0 sectypical time to first reply
79%replied within 5 minutes
66 of 84new enquiries replied to
18still waiting for a reply
Brilliant. Replying within 5 minutes wins far more work.
Time savers
Automations that do the chasing for you.
Quote chasing: onDay-before reminders: offMorning plan: off
Pipeline
Open board3Enquired
10Booked