Where it starts
The drop-off regular who stopped coming. The commercial account that went quiet in March. The form fill from Tuesday nobody called back. Three spellings of the same laundromat, and one phone number that belongs to two listings.
One edge over
Sign in and the day is already made: what you owe by end of day with the late ones on top, the deals that have gone quiet, the deals closing this week, and the leads nobody has called. Tick a task off in one click, and the drawer opens where you are standing instead of on another page.
Hands off
The jobs run on a clock. A form fill becomes a lead the same minute, a tagged customer starts a run of emails, a campaign goes out on the day you set it, orders come in from the store through the day.
Square
Monday morning there is a brief you can print and hand across the counter: what closed, what stalled, what is owed. Every open deal is scored with the reason written on it, and the gaps in your data are counted with one click to each fix.
The app sits behind Clerk and opens only for an address already invited to the organisation. Sign-in is below; it will not let you in unless an owner has already added you.
