List Views
Personalise lists for Smarter Outreach
The smartest way to stay personal at scale.
Create your own views to focus on the people who matter most—buyers, sellers, hot leads, or past clients. Filter, sort, and send bulk SMS, emails, or letters in seconds. It’s like having a marketing assistant built in—so you stay top of mind without lifting a finger.
Call Management
Smarter follow-up, better results
Unlike traditional task lists that bury calls among general to-dos, our Call Standards keep follow-ups structured and prioritised. This ensures calls are managed separately, so no lead gets lost in admin work. Integrated with your My Work pages, it streamlines scheduling, improves response rates, and helps you close more deals—effortlessly.
My Work Pages
Defined, Focused, Productive
My Work Pages provide a streamlined, role-based workspace that brings together key tasks, insights, and actions in one intuitive view. Designed for efficiency and clarity, these pages help users stay focused on priorities, navigate seamlessly, and take action faster—boosting productivity and ensuring smarter decision-making.
Integrations
SMS Magic
Say goodbye to scattered phone based messages and manage all your deal conversations in one organised inbox. Our integrated messaging system links every conversation to the right deal and contact, ensuring agents stay responsive and informed. Track, reply, and manage communications directly within your CRM for a smoother, more efficient sales process.
Task Management
Action Plans
Triggered Action Plans ensure your processes run smoothly, consistently, and without manual effort. By automating key steps based on predefined triggers, our system keeps everything moving—whether it’s following up on leads, progressing deals, or managing compliance tasks. This means no missed steps, no delays—just seamless execution that keeps your team focused on what matters most.
Custom Calendar
Stay Organised, Stay Ahead
Manage your schedule your way with fully customisable calendars. Track key deadlines, sales activities, and team tasks all in one place and integrate with your favourite apps like Google Calendar. With real-time updates and seamless collaboration, you’ll never miss an important date or opportunity.
