Runs in the cloud. Best for managers, shared queues, and anyone who lives in a browser. Open it Monday morning and the accounts that moved over the weekend are already at the top, with the reason why and a draft reply waiting. Nothing to install, and it keeps working when your laptop is shut.
Oppulence / Web
The whole book of business, in a browser tab.
The list you actually work from.
Open it Monday morning and the accounts that moved over the weekend are already at the top, with the reason why and a draft reply waiting. Nothing to install, and it keeps working when your laptop is shut.
The list you actually work from.
Every account you own, sorted by which ones need a person today. Each row says what changed, when it changed, and how much is riding on it.
Open an account and see the receipts.
The promises, the objections, who has gone quiet, who just joined the thread. Every claim links back to the email or meeting it came from, so you can check before you act.
It keeps watching while you sleep.
Background runs in the cloud notice replies, meetings, and money changes as they land, so Monday's list is already right before you open it.
