Dashboards that help B2B companies stop dropping the ball.
The draft asks
Can you tell me who will sign off on the scope?
SourceCRM · Email. Refreshed 5 minutes ago.
The ruleA proposal with no reply in five days needs a follow up.
ResponsibleMaya Chen
Tom. You have had the Ternwell proposal for five days.
Can you tell me who will sign off on the scope?
Sample data. A person reads each draft and decides what to do.
This week
Sample data · last 7 daysFlagged by the board · cleared by a person
- Wed5 flagged3 cleared
- Thu7 flagged5 cleared
- Fri4 flagged4 cleared
- Sat1 flagged0 cleared
- Sun0 flagged0 cleared
- Mon6 flagged4 cleared
- Tue8 flagged3 cleared
The repeat problem
Mossmere and Reedwick both wait on an export file. The board puts the file request beside the owner.
What it would have caught
A fictional example. Nothing here sends.
Day 1The flag
The board would flag Mossmere's missing export.
Day 2The follow up
Priya would read the draft then send Dana the file request.
Day 4What happens next
Dana would share the file. Priya would finish the import.
Questions it answers
- Which deals need a reply?
- Ternwell's proposal and Ashfen's quote. Maya owns both.
- What is holding up setup?
- Mossmere and Reedwick still owe an export file.
- Which renewal has no buyer?
- Cinder Quay. The old contact left. Maya needs a new name.
What it reads
- CRM
- Help desk
- Setup tracker
One screen
One screen checks the tools you already use and drafts the follow up. A person approves.
In plain English: we help you stop dropping the ball.
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