Stop losing orders because nobody followed up in time.

You have two jobs to get to. Open Next activity due and you see who needs a call today, overdue first, with how late: "2d overdue". The Next line says why: a quote to chase, a job to confirm, a customer who's due again. So the calls you make between jobs are the right ones.

• Overdue ones first, with how late
• Tomorrow, Next week or In 3 months, in one tap
• On the list until you change the date

An office asks for a yearly contract. The card moves from Enquiry to Quote sent to Job booked, each stage a column named in your own words. A quote that sits 14 days in one stage gets flagged, so the one nobody chased stands out.

• Rename any stage
• Several jobs on one customer
• Flagged after 14 days in one stage

Month end used to mean adding up bank transfers. Add an Amount paid field and a Date paid field, and the pipeline shows, in S$, what came in this month, how many jobs it was and the average per job, against a yearly goal you set. A finished job with no amount on it is flagged.

• What came in, by month, quarter or year
• Against a yearly goal you set
• Finished jobs with no amount, flagged

Your part-timer picks up a call while you're on a job, and the customer asks about last month's quote. Share the pipeline with your staff to view, use or manage, and they see the quote, the notes and the chats on the customer's record, on their own phone or laptop. When someone leaves, take away their access, and their customers stay with you.

• Each person on their own phone or laptop
• View, use or manage, and download separately
• Customers stay when someone leaves

Your customers are in a sheet only you can read. Save it as a CSV of up to 2,000 rows and import it: columns are matched by name first, and a row that matches someone you already have is merged. Imported the wrong file? Undo it within a day.

• Up to 2,000 rows from a CSV
• Duplicates merged by email, phone or name
• Undo within a day