CRM for solopreneurs
Follow up on time, even on a client-work day.
Log each sales call in one tap, see by Wednesday if the week's selling is enough, and keep the follow-ups you owe on today's list, not in five apps.
Gone quiet, 30 days
Maya Chen, asked for a quote in August, no reply since
Today's follow-ups
- Call Sam back about the logoYesterday
- Send Priya the revised quote11:00am
- Coffee with Jonas4:00pm
Six moments
Your week, from Monday's follow-ups to Friday
01Monday morning
Know who you owe a reply today.
The app opens on what's overdue and what's due today. Type "send Maya 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
- Dated from what you type, like "Thursday 3pm"
- Contacts gone quiet for 30 days, at the top
- Maya Chenasked for a quote in August, no reply since32 days
- Brightside Cafepast client, last job in May57 days
- Tom Reyesmet at the networking lunch36 days
- Call Sam back about the logoYesterday
- Send Priya the revised quoteToday 11:00am
- Coffee with JonasToday 4:00pm
02Before the week fills up
Keep a selling hour from getting eaten by client work.
Set a block to repeat every week and it shows as busy on your Google Calendar. When it comes round, start a 25 or 50 minute timer with a line for what it's for.
- A weekly block, held for selling
- Busy on your Google Calendar
- Start a timer when the hour comes round
Tue 29 Sep, 4pm - 5pm
October
1 hour held
03After a sales call
Log the sales call before the next job.
Tap once on your phone and the call is logged with its points. Add quotes, referral asks and networking as your own activities, so the buttons match how you sell.
- One tap per call or meeting
- Your own activities, with your own points
- No CRM form to fill in after the call
04Midweek
See by Wednesday if you've done enough selling this 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
05A week of client work
Keep the selling habit going through a week of client work.
Set a routine like one follow-up message a day and tick it off from WhatsApp. If it's not done by 8pm, you get a heads-up before the streak breaks.
- One follow-up a day, ticked off from WhatsApp
- A heads-up at 8pm before a streak breaks
- The last seven days, as dots
- Follow-up message1 day, best 8
- Sales calls13 days, best 17
- Pipeline review6 months, best 6
06With no boss
No one checks your selling. Biscuit notices a quiet day.
Biscuit is the app's corgi, and his face follows what you log. Nothing since yesterday and he looks sad, so a quiet week is harder to ignore.
- Sad when nothing's been logged since yesterday
- Tired after two quiet days in a slow week
- It won't make the calls for you
Tue 15 Sep
Sad
And the small stuff, handled
Send the follow-up you've been putting off.
Open today's list, pick the oldest one, and send it before your next job.