Sales management software
See the week on Wednesday, not at month end.
Your reps tap in their calls and meetings as they go. You see the team's week, the rep who's gone quiet and the deal that's stuck, while there's still time to help.
Gone quiet: Daniel, 9 days
- Nothing logged in 9 days
Six moments
Your week, from the Monday meeting to the 1:1
01Monday morning
See last week's numbers without asking for them.
Your reps log calls, meetings and deals in one tap as they go. By Monday the leaderboard already holds last week and the first calls of this one, so the meeting starts with numbers instead of a chase.
- This week's leaderboard, updated as they log
- Last week's board one tap away
- The week's log exported to a spreadsheet
- 1Priya64 pts
- 2Marcus41 pts
- 3Wei Lin33 pts
- 4Ben9 pts
- 5Daniel0 pts
02A rep goes quiet
Know who's gone quiet before the month closes.
Anyone with nothing logged for 7 days lands on your Gone quiet list, longest first. You can see who's logged today too, so a slow Tuesday gets a message on Tuesday.
- Flagged after 7 days with nothing logged
- Sorted by who's been quiet longest
- Who's logged today, at a glance
- Priya12 pts
- Marcus7 pts
- Wei Lin4 pts
- Daniel9 days quiet
- Ben7 days quiet
03Friday check-ins
Read every rep's week on Friday, without a meeting.
Each rep files a short check-in with their numbers already filled in from what they logged. You're emailed when they file, a grid shows who's in and who's late, and you reply right under it.
- Numbers filled in from the log
- An email the minute a rep files
- Green for on time, amber for late
What got in the way?
Two openings fell through on Thursday. The Lim deal is stuck waiting on their finance team.
04The 1:1
Make the 1:1 about the stuck deal, not "how was your week?"
Open a rep's file and ask for a prep: one thing to open with, two questions in the words of their own check-in, and one thing to recognise. Your notes stay in that rep's file for next time.
- A prep built from their week and their check-in
- One file of notes per rep
- Actions from your notes reach the rep once you tick them
Check-in
Two openings fell through on Thursday. The Lim deal is stuck waiting on their finance team.
Your notes
Lim deal stuck on finance. I know their CFO.
- Draft
- Draft
05The middle of the team
Keep the middle of the team moving.
Send a routine pack, like daily prospecting calls, with the steps written inside. Each rep's routines show as done, due or behind, and rewards you set give the rep who won't finish first a reason to keep logging.
- One pack sent to several reps at once
- Done, due or behind, with each rep's streak
- Rewards you set in points. A rep claims one and you approve it.
- Done today21 days
- 4 of 10 today7 days
- 1 day missed0 days
06Handing it off
Know the task got done without asking twice.
Type the task, add +name, and it's on that rep's list. You hear about it when they finish, and everything you've handed out sits in one list.
- Assign it as you type with +name
- A notification when they finish it
- One list of everything you've handed out
Update the proposal template
- Nothing handed out yet
And the small stuff, handled
Find the quiet rep this week.
Open the Gone quiet list, take the name at the top, and call them before Friday.