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Improvement · CRM assistant

Your day's plan, with no task forgotten

“What do I have today?” returns a plan: overdue, today, upcoming. Unassigned tasks show up too.

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Your day's plan, with no task forgotten

“What do I have to do today?” A filter on today's date often answers “nothing”, while overdue tasks are waiting right next to it. A list cut off after the first few lines, or tasks nobody has in their name, and a follow-up slips through the cracks. Sometimes, along with it, a customer.

The assistant reads all your open tasks, not just the first ones, and answers with a schedule: overdue items first, then what is due today, then what comes next. It groups them by type, calls, emails or follow-ups, and suggests where to start. It also spots tasks with no owner, across the whole CRM or on your own accounts only.

How it works

  1. 01Ask “What do I have to do today?” or “Where do I start?”.
  2. 02The assistant sorts your tasks: overdue first, then today, then upcoming deadlines, with their dates.
  3. 03To miss nothing, ask “list the tasks with no owner among my companies”.
  4. 04A clearly mistyped deadline is flagged as not filled in, so that you can correct it in the CRM.

See the assistant→

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Twenty minutes. We start from what you already have, not from a spec you still have to write.

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