Sales app features for financial advisors, property agents and sales reps
Your selling week shouldn't be scattered across five apps.
Your calls, client chats, callbacks and targets sit in one app instead of five. Start with the part of your week that slips most.
- 9:04Call logged, +1Activity log
- 2pmCallback: Daniel, the quoteTasks
- 3WhatsApp chats waitingInbox
- 14/25Calls this week, on paceGoals
Start with the part of your week that slips most
Do the work
Every callback and task in one list
Log a call in one tap, see your meetings and callbacks on one calendar, and tick off what you promised on the phone.
One tap, and the call is logged
- Tap once when it happens: a call, a set, an opening, a close
- A streak for every day you log
- What it was worth, saved with the close
Make room for follow-ups between client meetings
- Google Calendar events on the grid
- Overdue and high-priority tasks go first
- Planned time shows as busy on Google
Remember the callback you promised
- The date and priority read from what you typed
- Overdue and today, before anything else
- A swipe to mark it done
Find what the client said last time
- Talk instead of type
- Search a client's name and see every note it's in
- A photo of a printed form becomes text you can edit
The calls you make today are next month's deals
- Daily, weekdays, weekly or monthly
- Tick it off from WhatsApp
- Your current streak next to your longest
Clients and WhatsApp
See every client chat in one place
Every chat goes from your own WhatsApp number and is saved to the client's card.
Close the ones you'd have forgotten
- See who's gone quiet for 30 days
- Every chat saved to the prospect
- Stages that match how you sell
Every client chat, and who's answering it
- Every number, every chat, one place
- Assign it from the chat
- Private notes on every chat
Answer the 10pm enquiry in your words while you're off
- Writes in the first person, as you
- It offers your free times and books the meeting
- It knows when to pass the chat to you
Tell 80 clients without 80 copy-pastes
- First name, stage or any detail on their card
- Sent one at a time, in the hours you choose
- Skip the ones who asked to be left alone
Send the follow-up you'd forget, while you're in a meeting
- Appointment reminders you don't have to type
- Drag a deal forward and the follow-up is sent
- It steps aside the moment you reply
Stop typing the same three questions to every new enquiry
- A new chat at 11pm gets a hello and a question
- Budget, timing and what they want, saved to their card
- Your free times, offered in the chat, booked into Google Calendar
Goals and numbers
Know by Wednesday if the week is enough
Your yearly goal becomes a number for each month, and your funnel shows the step where deals drop off.
Know you're behind in March, not November
- The number each month needs, worked out for you
- On track, at risk or off track on every goal
- Know by Tuesday if this week is enough
What do you want this job to pay for?
- One line per dream
- Your mission, in your words
- See the target and the reason together
27 appointments. 9 deals. Where did 18 go?
- Nothing new to type
- Your own conversion rate at every step
- The weakest step, named
Your week in numbers, before you write a word
- Filled in from what you logged
- One focus for next week
- An email to your manager when you file
The team
Coach from the week they logged, not from memory
A weekly board that counts the calls as well as the closes, and every 1:1 with the rep's numbers on it.
Your calls count, not just your closes
- A fresh board every Monday
- Your points beside your own target
- The week's top names, posted in your team chat
Sales coaching that survives a busy week
- 1:1s on the calendar, booked by the rep
- Walk into every 1:1 knowing their numbers
- Action items that are still there at the next 1:1
Stay in it
The reasons you'll open it on a slow Tuesday
A timer for the hour you blocked for calls, and answers about your week from what you logged.
Spend the hour you blocked on the calls
- 15, 25, 50 or 90 minutes, or any length up to three hours
- Minutes before the call still count
- A focus button on every task
Start the day knowing who to call
- Answers about your week, from your own numbers
- Turn the answer into tasks in one tap
- The follow-up, written before you're back in the car
Steady calls, so next month isn't a dry one
- Biscuit, the corgi in the app, reacts to every call you log
- The calls that said no still count
- A cheer for a teammate who's gone quiet
Your numbers, in the chat you already use
- A private check-in every couple of days with your week, your gap and what to do next
- A weekly review on Friday: goal, closed deals, best day and where you finished
- Closed deals announced in the team group the second they are logged
Questions
Know who to call tomorrow morning.
Book a 30-minute walkthrough and we'll show you the parts that fit how you sell.