Sales activity tracker for financial advisors, property agents and sales reps
One tap, and the call is logged.
Tap once when it happens: a call, a set, an opening, a close. Your week adds up on its own, and your streak keeps you going.
- 9:04Call+1
- 9:31Set+3
- 11:15Opening+3
- 14:02Closing+4
Six moments
Your day, one tap at a time
01Between meetings
Log it before you reach the lobby.
Tap the tile as you hang up and the call is logged with its points. No form, and nothing to remember on Friday.
- One tap per activity
- Calls, sets, openings and closes
- Remove a slip, points reversed
02End of the day
See your day add up.
Each tap goes on today's list with its time and points, so by evening the whole day is written up without you writing a word.
- Today's activity, in order
- Points on every activity
- A calendar of the days you logged
- 9:04Call+1
- 9:31Set+3
- 10:12Call+1
- 11:15Opening+3
- 13:40Call+1
- 14:02Closing+4
- 16:48Referral+2
03Every morning
Twelve days logged in a row. Make it thirteen.
Every day you log, your streak goes up by one and the leaderboard shows where you stand this week. On a slow morning, that's often the push to pick up the phone.
- A streak for every day you log
- Your place on this week's leaderboard
- Rewards your manager sets, earned by logging
- 1Wei Lin210 pts
- 2Priya195 pts
- 3You188 pts
04A deal closes
Log the close and what it's worth.
When a deal closes, add what it's worth as you log it. Your goal pace moves the moment it's earned, so review time is just reading.
- What it was worth, saved with the close
- Goal pace that moves when you close
- Your sales total, added up for you
$11,300 of $24,600 this quarter
05Your manager
No more "how was your week?"
Your manager sees what you've logged as you log it. There's no Friday report to write, and they can help while there's still time in the week.
- Your week, visible without a report
- Coaching while there's time to act
- Credit for the work, not just the closes
- 6 Call1 Set1 OpeningNothing logged since Tuesday
06Day one
Track the activities your team runs on.
Calls, sets, openings, closings and referrals are ready on day one. Your team can add its own, each with its own colour and points.
- The usual activities, already set up
- Your team's own activity types
- Points that match what your team values
And the rest
And the small stuff, sorted.
Start your streak with the next call.
Log your first activity today. Your streak starts with that tap.