Product, step 4 of 4
Keep the next action in front of you
A working pipeline for the people you are actually talking to, without the weight of a CRM.
Every saved prospect sits in one working table. Filter by status, fit, town, product or follow-up date, record the outreach channel and when it happened, and see overdue actions at a glance.
Bulk actions cut repetitive work. Deleted prospects are soft-deleted so a slip is recoverable, and the whole pipeline exports to Excel whenever you want it elsewhere.
- Outreach stages
- From Not Started through Follow-up, Meeting Booked, Proposal Sent, Won, Lost and Nurture.
- Follow-up dates
- Set the next action and see what is overdue.
- Contact channels
- Email, LinkedIn, phone, in person and referral, with first and last contact dates.
- Filter and bulk actions
- Slice by status, fit, town or product and update many records together.
- Import and export
- Bring in Excel or CSV, preview the changes, and export a formatted workbook.
- Recoverable deletes
- Soft deletion as a safety net for accidental removals.
Research your next ten prospects properly
Bring a real market and a real offer. See what the file on each business looks like before you decide who to call.
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