Never let a client — or a consultant — go quiet.
The relationship side in one place: a client relationship manager (CRM) that becomes each day's call sheet, and consultant chase-ups that fire on time — every touchpoint logged where the client never sees it.
Clients
1 to call todayClient Name | Action | Next Contact | Status | Lead Strength | Comms |
|---|---|---|---|---|---|
| Harbourpoint Devs | Call Today | Today | Proposal Sent | Hot | Comms· 4 |
| Meridian Group | Pending Call Back | 14 Jul | In Negotiation | Warm | Comms· 2 |
| Northgate Trust | Meeting Pending | 16 Jul | Qualified | Warm | Comms· 1 |
| Latitude Living | N/A | 22 Jul | Contacted | Cold | Comms |
| Fenwick Estates | Won | — | Won | Hot | Comms· 3 |
| Aster & Vale | Lost | — | Lost | Cold | Comms· 1 |
A next-contact date auto-promotes the lead to "Call today" — opening this page is the day's call sheet.
Your pipeline is the day's call sheet.
Every client runs as a lead with a status and a temperature — hot, warm or cold. Set a next-contact date and on that day the lead automatically moves to your 'Call today' list, so opening the Clients page literally is your call sheet. An internal-only contact log records every touchpoint the client never sees.
- A pipeline with a status and a temperature — Contacted through In negotiation, hot to cold
- Next-contact dates move to your “Call today” list automatically — nothing slips
- Internal notes clients never see, plus bulk CSV import with rollback
Wants the fee split across two stages. Flagged to finance — revised proposal to follow.
Emailed revised proposal, chasing sign-off this week.
Intro meeting — good fit, budget confirmed at ~$240k.
Next contact — 14 Jul · auto-promotes to "Call today"
Chase Lumen Services for the structural services fee proposal.
J. Okafor · Dashboard, Email · marked sent
Set the chase-up once. It fires on time.
Consultants are star-rated for quality, so you know who's reliable. When one goes quiet, log the call and set a reminder — pick a date and time, assign it to a specific staffer, and choose the channels: dashboard, email and Slack. A check runs every minute and fires exactly on time, marking it sent so it never fires twice.
- Star-rated consultants, organised best-first by discipline
- Reminders assigned to a person, with a date, time and channels
- A check runs every minute and fires once, on time — never twice
The commercial side, joined up.
Clients, consultants and contractors sit on the same single record as the work — nothing typed twice.
Never let a client go quiet again.
A CRM that becomes your call sheet and chase-ups that fire on time. Explore a live demo studio — every name anonymised — then start your own in minutes.