Light weight productivity features to cut out redundancy, keep producers organized and teams coordinated, much of which has come at the request of our clients. Team notes and account groupings? Done. Use a VOIP? How about click to call phone numbers. Work calendar? Of course, let's integrate it. Using HubSpot or Salesforce? Create or update that prospect you're quoting with one click.
| Account | Stage | X-date |
|---|---|---|
| Apex Plumbing | Quoting | Nov 1 |
| Ridgeline Industrial | Appointment set | Jan 1 |
| Midline Freight | Loss runs out | Mar 15 |
| Coastline Roofing | Prospecting | Dec 1 |
| Bayside Electric | Follow up | Nov 15 |
Shared with the team. Notes, stages and groups are visible to whoever needs them. No status meeting required.
One system. Prospecting and production in the same place.
The best productivity feature is the one you don't have to think about. None of this is a CRM you have to learn. It's the handful of things producers kept asking us for.
Each one removes a step you were doing by hand.
Notes live on the account, not in someone's inbox. Whoever picks up the file sees the history.
Group prospects however you actually work: by territory, carrier appetite, campaign or producer.
Using a VOIP? Phone numbers are dialable from the record. No copy, no paste, no misdial.
Appointments and follow-ups sync to the work calendar you already keep.
Create or update the prospect you're quoting with one click. The data you already pulled goes with it.
Take a list out as CSV when you need it somewhere else: a mail house, a dialer, your own analysis.
Mark where an account stands and the platform keeps the list honest. Today's appointments, this week's follow-ups, and everything that went quiet are all one click away.
9:00 · Apex Plumbing, quote review
11:30 · Ridgeline Industrial, first appointment
4 prospects within 2 miles of this stop
2:00 · Midline Freight, loss runs follow-up
Start free and run your next campaign without a second system.