Use cases · Sales
Start the week with the deals that need a call
Every Monday, the calls that matter, most valuable first.
- Best for
- Sales leads and owners who plan the week on Monday.
- You give it
- Nothing: start the ready Mini "Monday pipeline".
- Where it runs
- Mini
- Needs
- Any plan with the module on.
How it runs.
- Every Monday at 09:00 the Mini reads the open deals.
- It lists those that need a call this week, most valuable first, each with its reason.
You get
The week's call list, with a reason for each.
You decide
A proposed call becomes a task when you approve it.
Make it a Mini
Every Monday at 9, list the open deals that need a call this week, most valuable first.
Say the job in your own words when you create a Mini, or start from a ready one. About Minis
More for salesFor sales teams
- MinisSmall agents with one jobWhere this lives
- Turn a website request into a dealEvery request from your site arrives as a contact and a deal, with its owner.On its own
- Send a quote your customer accepts from a linkA quote on your letterhead, accepted from a link, and the deal won.Chat · App
- Revise a quote after the customer asksSay the change, get the new revision.Chat
Give the Agent this job.
Start free, and see the result wait for your yes.