ActivityTracker

Daily planner app for financial advisors, property agents and sales reps

Make room for follow-ups between client meetings.

Your client meetings, bookings and to-do list on one timetable. Tap Plan and it shows where each follow-up fits between meetings.

Tuesday 29 SepPlan
Call with the Chans
Lunch with Mei
Meeting with the Tans
Prep the Chans' review (1/2)
Prep the Chans' review (2/2)
Call Mei back
Book the Tans' signing
Prospecting callsbusy on Google
1 timetable
for meetings, bookings and tasks
7 days
filled with your follow-ups each time you tap Plan
0 meetings
moved by Plan
15 or 30 min
to push the afternoon back when a meeting runs over
A Tuesday with client meetings on one timetable, Plan fitting three follow-ups into the gaps, a prospecting hour showing as busy on Google, and a meeting that ran over pushing the afternoon back.

Six moments

Your week, with room for the follow-ups

Every morning
01See your whole day, bookings included.
Before the week starts
02Help me fit my follow-ups in.
Between meetings
03Lock in time for proposals.
Your calendar
04Keep your prospecting hour from getting booked.
Between viewings
05See the whole day between viewings.
Every week
06Protect a calling hour every week.

01Every morning

See your whole day, bookings included.

Your Google Calendar and the clients who booked you land on one grid, each calendar in its own colour. You see where the free time is before your first coffee.

  • Google Calendar events on the grid
  • Booked calls with the meeting link on them
  • Week and month views for the bigger picture
Tue 29 Sep
Prospecting calls4pm - 5pm

02Before the week starts

Help me fit my follow-ups in.

Tap Plan and it fills the free time around your meetings with your open tasks, inside your work hours, for the next seven days. You check the plan before it goes on the grid.

  • Overdue and high-priority tasks go first
  • Meetings stay where they are
  • It tells you which tasks won't fit this week
Plan my day
9am - 6pm, Mon - Fri

Mon 28

Team huddle
Call with Sarah Lim
Lunch with Raj
Meeting with the Wongs
Intro call with Aisha

Tue 29

Team huddle
Call with the Chans
Lunch with Mei
Meeting with the Tans
Pipeline review
Prospecting calls

Wed 30

Team huddle
Viewing with Priya
Client lunch
Workshop

Thu 1

Team huddle
Meeting with the Lims
Training day

Fri 2

Team huddle
Call with Raj
Team offsite
Call with the Kims

03Between meetings

Lock in time for proposals.

Drag a task onto the hour you'll do it. Stretch it if the proposal needs longer, or move it when the day changes.

  • Drag a task onto any hour
  • Stretch or move a block with your finger
  • Drag it to tomorrow when a client calls
Your week

Today

Team huddle9am - 10am
Call with the Chans10am - 11am
Lunch with Mei12:30pm - 1:30pm
Meeting with the Tans2pm - 3pm
Pipeline review5pm - 6pm

Tomorrow

Team huddle
Viewing with Priya9:30am - 12pm
Client lunch1pm - 2pm
Workshop2pm - 6pm

04Your calendar

Keep your prospecting hour from getting booked.

Switch it on and the time you plan shows as busy on your Google Calendar. Move a block here and Google moves with it.

  • Planned time shows as busy on Google
  • Moves and edits follow it there
  • A weekly block shows on Google as a weekly event
Tue 29 Sep

Planner

Lunch with Mei12:30pm - 1:30pm
Meeting with the Tans2pm - 3pm
Pipeline review5pm - 6pm
Call Mei back
Prospecting calls4pm - 5pm

Google Calendar

Lunch with Mei12:30pm - 1:30pm
Meeting with the Tans2pm - 3pm
Pipeline review5pm - 6pm
Prospecting calls

Your booking page, Tue afternoon

  • 1:30pm
  • 3pm
  • 3:30pm
  • 4pm
  • 4:30pm

05Between viewings

See the whole day between viewings.

On your phone the calendar comes first, so the rest of the day is right there in the car park.

  • Swipe between days and weeks
  • Meeting ran over? The afternoon moves back 15 or 30 minutes together
  • Add a block from your phone in seconds
Planner

Tue 29 Sep

Team huddle9am - 10am
Call with the Chans10am - 11am
Lunch with Mei12:30pm - 1:30pm
Meeting with the Tans2pm - 3pm
Pipeline review5pm - 6pm

06Every week

Protect a calling hour every week.

Set a block to repeat daily, weekly, every two weeks or monthly, and the time for prospecting calls is held before the week fills up.

  • Repeat daily, weekly or monthly
  • A repeating block becomes a routine
  • Keep just the block if you don't want a routine
Prospecting calls

Tue 29 Sep, 4pm - 5pm

October

1 hour held

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And the rest

And the small stuff, handled.

The monthEvery day's meetings as thin bars, and a tap on a date opens that day.
Your coloursRename and recolour your activities, and the grid remembers them.
FocusStart a focus timer from any block.
Your booking linkCopy it from the planner and paste it into a WhatsApp chat.
UndoMoved the wrong block? Undo puts it back.
Biscuit eats tooTick off a block that's tied to a task and your corgi gets coins.

Lock in time for tomorrow's follow-ups.

Put tomorrow's meetings and follow-ups on one timetable, then tap Plan.

Book a walkthrough See pricing

Questions

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