Follow-up app for financial advisors, property agents and sales reps
Remember the callback you promised.
Every callback, quote and document you promised, on one list on your phone. Type it in a line and it knows the date.
send the Lims the quote friday 3pm
- Send the Lims the quoteYesterday
- Chase the Wongs' signed formsMon
- Call Sarah backToday
- Send Raj the proposalToday
Six moments
Your week, with every promise kept
01Between meetings
Promised a callback? It's already on the list.
Type it the way you'd say it, like "send the Lims the quote Friday", and the date fills in as you type. Add a time and a reminder comes with it.
- One line, no form
- The date and priority read from what you typed
- A reminder whenever you add a time
- Call Sarah backToday 3:00pm
- Send Raj the proposalToday
02Every morning
Know who you owe a call today.
The app opens on what's overdue and what's due today, so five minutes with your coffee sorts the day's follow-ups.
- Overdue and today, before anything else
- Your usual view, saved and opened first
- Move a task to tomorrow with a swipe
- Send the Lims the quoteYesterday
- Chase the Wongs' signed formsMon
03Between viewings
Tick it off before you're back in the car.
Swipe right to mark a task done, left to move it to another day. Nothing to open, nothing to save.
- A swipe to mark it done
- Swipe left to move it to another day
- Undo if you swiped the wrong one
- Send the Lims the quoteYesterday
- Chase the Wongs' signed formsMon
- Call Sarah backToday
- Send Raj the proposalToday
04A big deal
Big deals, one step at a time.
Break the deal into steps under one task. The count shows how far along it is, and a step that's waiting on another says so.
- Every step under one task
- A done count on the deal
- "Blocked by" on the step that's waiting
- First meeting
- Get the numbers signed off
- Send the proposalBlocked by Get the numbers signed off
- Book the signingBlocked by Send the proposal
05Your team
Hand it to a teammate. Know when it's done.
Give a task to a teammate while you type it. When they finish, you hear about it straight away.
- +name assigns it
- A nudge for the ones that go quiet
- A list of everything you've handed out
Chase the Wongs' signed forms
- Nothing handed out yet
06Your chats and meetings
Your chats and meetings fill the list.
A WhatsApp chat, a client's record or a page of meeting notes turns into tasks in a tap, so nothing gets copied across by hand.
- From a WhatsApp conversation
- From your meeting notes
- From a message to the assistant
- Book the Chans in for a reviewThu
- Intro call with AishaFri
- Lunch with the TansNext week
And the rest
And the small stuff, handled.
Keep the next promise you make.
Put in the follow-up you're thinking of right now. One line.