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.
Report an issue
Tell us what is wrong. We will get back to you at your account email.
Saturday 17 October
Afternoon, Jo. 3 things need you.
Win workNew enquiries this week31 hot
TalkWaiting for a reply1Open the inbox
Run the jobsBookings today1All confirmed
Get paidOwed to you£3001 overdue
Needs you
3 to doToday
CalendarMartin ColeBoiler survey
12:00Call Paul back: no hot water (F28)Task
12:00Survey Martin's boiler, Thursday 9amTask
Leads you could lose today
1 at riskTip: 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
17%replied within 5 minutes
12 of 72new enquiries replied to
60still 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 board2New lead
2Contacted
1Interested
1Follow up
2Quote sent