Quotations with no reply, business cards never followed up, salespeople you can't see β Boss keeps follow-ups and field work in one place and reminds you at 8 a.m.
A quotation goes out and is forgotten β a competitor wins.
A stack of cards from an event, never typed in.
You don't know who your salespeople met today.
New β contacted β quoted β negotiating; quiet for 7 days means a reminder.
Photo of a business card becomes a contact and a follow-up.
One tap at the customer records time and place.
"Visit Tan Renovation tomorrow at 10" becomes a task.
βQuotes with no reply? On day 7 Boss reminds me to call.β