The new mobile dashboard answers that every morning. Open your phone to five priorities, already picked: accounts due to order, win-backs with real dollars at stake, and one wildcard for a surprise check-in. Tap one, get the full picture, make contact, mark it.
Not another CRM view. A short list the system builds for you from live sales data, and a loop that proves the app is paying for itself.
Two accounts due to order now. Two win-backs with real dollars at stake. One wildcard, so the same names never go stale. A fresh rotation lands every Monday, Wednesday, and Friday.
Tap an account and everything is right there: run rate, last order, what they have been ordering, 13 months of history, and what the account is worth per year. Works on every account, not just the five.
One tap logs the touch. Wrong timing? Snooze it 90 days and it comes back around on its own. Nothing falls through the cracks between reps and mornings.
When a contacted account starts ordering more, that lift ties back to the touch you logged. The ROI stops being a feeling and becomes a number you can point at.
No setup, no filters, no report. The list is waiting when you pick up the phone.
Every morning the dashboard is already loaded: five priorities, picked from your live sales data.
Run rate, last order, order history, estimated value. Enough to walk in already knowing the story.
Call, text, or walk in. Then mark it contacted in one tap, or snooze it 90 days if the timing is off.
Contacted accounts that start ordering more show up as wins tied to the app. ROI you can point at.
Every account sits in a tier you can toggle open on the same screen. The five are just where mornings start.
Locks
Bi-monthly
Slipping
Dormant
Lost