Step 3 · Answered · Sales
Customer profile
People, chats, projects and invoices on one page.
Every workflow is custom built for you.
John Doe
Customer since Mar 2025 · 3 projects · S$41,000 billed · VIP
AIAccount agent
1 summary updated today1 next step suggested
Where we left off
AI
- Signed the sales dashboard proposal, 1 Oct.
- Deposit S$9,000 paid, 1 Oct.
- Kick-off Monday 5 Oct, 10:00.
People
| Name | Role | Channel |
|---|---|---|
| John Doe | Operations director | |
| Anna Svensson | Finance | |
| Paul Martin | Sales lead |
Projects
| Project | Stage | Value |
|---|---|---|
| Sales dashboard | Scope | S$24,000 |
| WhatsApp agent | Live | S$12,000 |
| Website | Live | S$5,000 |
Timeline
1 OctDeposit received · S$9,000
30 SepProposal signed · email
24 SepWalkthrough · 45 min
18 SepReferred Mario Rossi
How it works ↓
The screen
What it does
What your team and the agents do on this screen.
- 01One pagePeople, chats, projects, events and invoices.
- 02Where we left offSummary and to-dos, written by the agent.
- 03Stale alertWhen nothing has happened for 30 days.
- 04Activity logEvery staff and agent action, in one feed.
Analytics
What it measures
Reported on the screen and in the morning brief.
- 01Time since last contact
- 02Open to-dos
- 03Projects and invoices over time
Accurate data
How we keep it right
Every number traces back to where it came from.
- 01SourcedEach summary point links to the message it came from.
- 02Cleaned nightlyDuplicates merged, phone formats fixed, gaps flagged.
- 03LinkedPeople are linked to their company.