Needs you
The ten things that have waited longest for your attention, plus your own overdue tasks.
Your priorities in one view
See outstanding actions, overdue tasks, monthly figures, the sales funnel, agent activity and pending supplier responses in one dashboard.
Available capabilityIncluded capabilities
The month at a glance
This month's numbers, the funnel, the agent's day and the suppliers you are waiting on.
Held sends
Every email or message waiting for someone to send it, in one strip.
Quick record search
⌘K opens a search box that jumps to any company, order or email.
Progress indicators
Anything you press that takes a moment shows that it's working.
Quick-access sidebar
Open notifications, updates and Ask Desk, see live calls and revisit recently opened records from the workspace navigation.
Release notes
After an update, each user sees a summary of relevant changes with screenshots and guidance. Release notes remain available from the updates icon, organised by workspace.
The guided demo illustrates a selected workflow. Availability depends on the enabled configuration; beta items are labelled above.