App for sales reps
Know by Wednesday if this week is enough.
Log each call, meeting and demo in one tap on your phone. Your week adds up as you go, and the callbacks you promised wait on today's list.
Wednesday: 23 of 40 calls
Today
- Send Acme the quoteMon
- Call Sarah backYesterday
- Demo for Raj's team2:00pm
- Follow up with Mei4:30pm
Six moments
Your week, from Monday's callbacks to Friday
01After a call
Your calls count the day you make them.
Tap once on your phone and the call is logged with its points. Add demos and proposals as your own activities, so a proposal counts on the day you send it.
- One tap per call or meeting
- Your own activities, with your own points
- No CRM form to fill in after the call
02Monday morning
Know who you owe a call today.
The app opens on what's overdue and what's due today. Type "send Acme the quote Friday" and it's dated, and anyone you haven't spoken to in 30 days comes to the top.
- Overdue and today, before anything else
- The date read from what you typed
- Contacts gone quiet for 30 days, at the top
- Send the Lims the quoteYesterday
- Chase the Wongs' signed formsMon
03Midweek
Keep your target in sight all week.
Set a weekly target and every call you log adds to it. Link WhatsApp or Telegram and a check-in tells you what gets you back on pace, like "4 calls would put you back on pace".
- Your week fills in as you log
- What each month still needs to hit the goal
- On track, at risk or off track
04A slow day
A slow day shows up the same day, not at month end.
Set a routine like 10 cold calls a day and tick it off from WhatsApp. If it's not done by 8pm, you get a heads-up before the streak breaks.
- 10 calls a day, ticked off from WhatsApp
- A heads-up at 8pm before a streak breaks
- The last seven days, as dots
- Cold calls13 days, best 21
- Follow-up messages1 day, best 8
- Book appointments7 weeks, best 7
- Pipeline review6 months, best 6
05The leaderboard
Check where you stand whenever you like.
Your rank for this week is the first line on the board, like "#4 of 11". The board starts again every Monday, so last week's leader isn't this week's.
- Your place this week, on your phone
- A fresh board every Monday
- Points for calls and meetings, not just closes
- 1Wei Lin52 pts
- 2Priya47 pts
- 3Marcus41 pts
- 4You36 pts
- 5Aisha33 pts
06Friday
No Friday update rebuilt from memory.
Your manager sees what you've logged. On Friday you file a short check-in with your numbers already filled in, and you write only what's stuck.
- Numbers filled in from your log
- Your manager is emailed when you file
- Replies land under your check-in
What got in the way?
Two openings fell through on Thursday. The Lim deal is stuck waiting on their finance team.
And the small stuff, handled
See this week add up before Friday.
Log your next call and see what the rest of the week needs.