ActivityTracker

AI for financial advisors, property agents and sales reps

Start the day knowing who to call.

Ask about your week and it answers from your own tasks, goals, calendar and notes. Then one tap turns the answer into tasks, a goal or time on your day.

Ask AI8:47am

What should I do first today?

Start with the two follow-ups that are overdue, before coffee with Raj at 10:00am:

  1. Send the Lims the quote (due yesterday)
  2. Chase the Wongs' signed forms (due Mon)
  3. Book two meetings: you're on 11 of 20 this month, 3 behind where you'd want to be
1 tap
from an answer to tasks, a goal or time on your day
1 Confirm
for a deal, a task and a lead reply together
3 files
photos or PDFs you can ask about at once
0 pasting
your tasks, goals and calendar are already in it
A seller asks what to do first today and the answer names two overdue follow-ups and a goal that is behind, one tap adds the steps as tasks, a follow-up is drafted after a meeting, and three changes are made with one Confirm.

Six moments

Your day, with the admin handed over

First thing
01Know who to call before your first meeting.
How's the month going
02Answers about your week, from your own numbers.
After the meeting
03The follow-up, written before you're back in the car.
From answer to action
04Turn the answer into tasks in one tap.
The clients you meant to call
05See who you haven't spoken to in a while.
The admin
06Move the deal, answer the lead, add the task. One ask.

01First thing

Know who to call before your first meeting.

Ask "what should I do first today?" and it looks at what's overdue, what's on your calendar and which goals are behind.

  • Today's calls, from your own task list
  • Your meetings already counted in
  • The goal that's slipping, named
See the prompts
Ask AI

02How's the month going

Answers about your week, from your own numbers.

Ask how many meetings you've had or how far off your target you are. It reads your activity and your goals, not a guess.

  • Your week's calls and meetings, counted
  • How far you are from this month's goal
  • Your notes and documents, searched
Ask AI

03After the meeting

The follow-up, written before you're back in the car.

Tell it what the client asked for and get the follow-up back as a draft. Tidy a line and send it.

  • A follow-up drafted from what you said
  • Rewrite it shorter or warmer in one ask
  • Say it out loud instead of typing
Follow-up

04From answer to action

Turn the answer into tasks in one tap.

Every answer with a list has buttons under it. Add the steps as tasks, set them as a goal or put them on your day.

  • Add as tasks, with Undo if you change your mind
  • Put the steps on today's timetable
  • Assign a step to a teammate from the same answer
Ask AI
How do I win back the Lims?

Three steps to get the Lims over the line:

  • Send the Lims the revised quote
  • Call to walk them through it
  • Book the signing

05The clients you meant to call

See who you haven't spoken to in a while.

Ask who's gone quiet and you get the names, with how long it's been, so the next call is an easy pick.

  • The contacts you haven't touched lately
  • How long since you last spoke
  • Turn each one into a call task
Ask AI

06The admin

Move the deal, answer the lead, add the task. One ask.

Ask for all three in one message. It lists the changes it's about to make, you tap Confirm, and they're done.

  • The list of changes, before anything runs
  • Deals, tasks and contacts updated together
  • Replies to new leads on WhatsApp
Ask AI
Move the Chan deal to Proposal, reply to the new lead Aisha and add a task to call Raj Friday

And the rest

And the small stuff, handled.

Log it by asking"log a call with Sarah" and it's on your activity log.
BirthdaysAsk whose birthday is coming up this week and get the names.
Remember thisTell it a client's detail once and it's there next time you ask.
Your promptsSave the questions you ask every week and run them in one tap.
Stop buttonThe answer appears as it's written, and you can stop it halfway if it's heading the wrong way.
BiscuitYour corgi lives in the same app, if you want company while you work.

Your next follow-up, written before you reach the car.

It already has your tasks, goals and calendar. Just ask.

Book a walkthrough See pricing

Questions

The rest of ActivityTracker

CRMWhatsApp inboxAI agentsWhatsApp broadcastsWhatsApp workflowsWhatsApp chatbot builderActivity logPlannerTasksNotesRoutinesGoalsVisionSales funnelFocusPet & rewardsReflectionsSales leaderboardSales coaching