Sales agents

Deals, orders and client visits, even on the road. Quotes and reminders stay on the account, not in a notebook.

Contacts
Companies
Forms
Deals
Quotes
Orders
Appointments
Tasks
Documents
Automations
Time Management
Sequences
Integrations
Contacts
Companies
Forms
Deals
Quotes
Orders
Appointments
Tasks
Documents
Automations
Time Management
Sequences
Integrations

Contacts

Buyers, owners and those who sign the order: name, store and when to stop by, even from the phone.

Contacts  (3)

Companies Filters Actions New Contact
Contact Tag Type Job role Company Source
SR Sara Riva Visit Customer Buyer Wholesale Riva Visit
MB Marco Bianchi Reorganization Follow-up Customer Owner Market Alfa Fair
LF Luca Ferri New Prospect Purchasing manager Osteria Nord Telephone

Who hasn't ordered in a month and what areas are you really covering.

Reports
Charts
Type
Source
Companies

Companies

Each point of sale has an order history, price list and the day on which it must be visited.

Companies  (3)

Contacts Filters Actions New Company
Company Tag Type Industry Contact Source
SR Wholesale Riva Visit Customer Wholesale Sara Riva Visit
MB Market Alfa Reorganization Follow-up Customer Retail Marco Bianchi Fair
LF Osteria Nord New Prospect HORECA Luca Ferri Telephone

Forms

A shop asks for passage: the city and product end up on the card before the visit.

Ask the agent for a ride

Shop, city and what you need. We will call you back to arrange the visit.

Email
Name
Surname
16/04/2026
How can we help you?
Send
Back Visit done, propose reorganization View logs Run test Active Save
100%
Add action
Start
Fixed schedule
Planned
Visit concluded

read_google_sheet

connector 1
ForEach Loop

loop_foreach

php 2
Visit concluded
Create reorder reminder

create_contact

1
End

Close the visit and the reorder reminder is born, without rewriting the notes in the office.

Deals

New price list, shelf, first supply: the negotiation remains open until the order is placed.

Deals | Sales

Group by
Board List
Deal
New lead 2
6.500,00 €
1.750,00 €
20%
Spring price list Riva

€ 2.000

Wholesale Riva

26 Nov

  • MB
    • 30%
    Shelf opening Alfa

    € 4.500

    Market Alfa

    4 Dec

  • SR
    • Lead qualified 2
    15.000,00 €
    8.500,00 €
    50%
    First supply of Osteria

    € 5.000

    Osteria Nord

    22 Nov

  • LV
    • 60%
    Annual contract renewal

    € 10.000

    Wholesale Riva

    19 Nov

  • MB
    • Negotiation 1
    10.000,00 €
    8.000,00 €
    80%
    Retargeting

    € 10.000

    Osteria Nord

    17 Nov

  • LV

    • How much are you going to close in the area and what is already lost.

    Reports
    Charts
    Status
    Amount
    Companies

    Quotes

    The volume offer leaves the price list and remains linked to the customer, not to an email.

    Quotes | Status

    Actions
    Board List
    Quote
    Draft 2
    4.280,00 €
    Offer volume Riva

    #PREV-5-2026

    € 2.440

    Wholesale Riva

    24 Nov

  • MB
    • Shelf discount Alfa

    #PREV-3-2026

    € 1.840

    Market Alfa

    30 Nov

  • SR
    • Sent 2
    5.700,00 €
    HORECA price list

    #PREV-6-2026

    € 3.900

    Osteria Nord

    20 Nov

  • LV
    • Q2 Acme partnership

    #PREV-4-2026

    € 1.800

    Wholesale Riva

    18 Nov

  • MB
    • Accepted 1
    20.023,00 €
    Shelf discount Alfa

    #16-2026

    € 20.023

    Osteria Nord

    12 Nov

  • LV

    • Quotes sent and those accepted, by area.

    Reports
    Charts
    Status
    Amount
    Companies

    Orders

    Reorder of Riva and first order of Alfa progress to delivery.

    Orders | Status

    Board List
    Order
    New Order 2
    2.912,00 €
    Reordering Riva, 24 packages

    #OR-29-2026

    € 2.143

    Wholesale Riva

    18 Nov

  • MB
    • First order Alfa

    #OR-11-2026

    € 769

    Market Alfa

    23 Nov

  • SR
    • Taken in charge 2
    3.975,00 €
    Free wines from Osteria

    #OR-9-2026

    € 1.952

    Osteria Nord

    16 Nov

  • LV
    • USB-C hub

    #OR-18-2026

    € 2.023

    Wholesale Riva

    21 Nov

  • MB
    • Revenue 1
    1.098,00 €
    Reordering Riva, 24 packages

    #OR-15-2026

    € 1.098

    Market Alfa

    13 Nov

  • SR

    • Packages and customers of the week, without reconstructing the tour orally.

    Reports
    Charts
    Status
    Amount
    Companies

    Appointments

    The round of visits of the week, customer by customer.

    Appointments
    Calendar
    08:00
    09:00
    10:00
    11:00
    12:00
    13:00
    14:00
    15:00
    16:00
    17:00
    18:00
    Mo
    9
    Visit Wholesale Riva
    11:00
    15:00
    Tu
    10
    Market Alfa, shelf
    14:00
    17:00
    We
    11
    08:00
    Sara Bianchi
    16:00
    Th
    12
    09:00
    11:00
    Marco B.
    Fr
    13
    10:00
    12:00
    16:00
    Call with Rossi & Co.
    Nov
    16
    Mon
    10:00 - 10:30
    Monday 16 November
    30 min
    Video conference
    Google Meet
    https://meet.google.com/abc-defg-hij
    Organizer Sara Bianchi
    Participants Marco B., Sara R.
    Company Wholesale Riva
    Start 16/11/2026 10:00
    End 16/11/2026 10:30
    Video conference Google Meet
    Location Zone Nord
    Status Confirmed

    Each visit has a shop, time and reason: reorder, sample or complaint.

    Tasks

    Recalls and samples to bring, with the date of the next step.

    Tasks | Projects

    Group by
    Board Cards Calendar List
    Task
    Rossi 3
    Call Riva on reordering
    Rossi

    2/4

    Tomorrow

  • MB
    • Rossi
    Bring the sample to Alfa

    1/3

    17 Nov

  • SR
    • Send the updated price list

    3/3

    12 Nov

  • LV
    • Bianchi 2
    Send monthly report
    Bianchi

    0/2

    16 Nov

  • SR
    • Bianchi
    Bring the sample to Alfa

    1/5

    Yesterday

  • MB
    • Verdi 1
    Call Riva on reordering
    Verdi

    0/1

    20 Nov

  • LV

    • Tasks | Projects

    Group by
    Board Cards Calendar List
    Task
    08:00
    09:00
    10:00
    11:00
    12:00
    13:00
    14:00
    15:00
    16:00
    17:00
    18:00
    Mo
    9
    Call Riva on reordering
    Bring the sample to Alfa
    Tu
    10
    Send the updated price list
    Rossi project kickoff: goals and dates in the CRM.
    We
    11
    Call Riva on reordering
    Bring the sample to Alfa
    Th
    12
    Maintenance contract expiry
    Call with Rossi & Co.
    Fr
    13
    Send monthly report
    Rossi project kickoff: goals and dates in the CRM.

    The tour activities do not overlap in the same afternoon.

    How many recalls have expired and in which area.

    Reports
    Charts
    Status
    Projects
    Tasks

    Documents

    Price list and conditions remain with the customer, ready to reopen on visit.

    Spring price list

    Save
    Data Connections (0)
    Preview Download
    Type
    Procedure
    Stakeholders
    MB Marco B.
    SB Sara Bianchi
    Add
    Content

    Conditions for regular customers

    Goal

    Align the team on dates, owners and the first deliverable.

    Next steps

    1. Rossi project kickoff: goals and dates in the CRM.

    Automations

    After the visit, the reorder reminder starts, at the right distance for that customer.

    Start
    Visit done, propose reorganization
    Event Deal
    Condition

    condition

    Control 1

    Yes

    Create Task

    create_task

    2

    No

    End
    Back Visit done, propose reorganization View logs Run test Active Save
    100%
    Add action
    Start
    Fixed schedule
    Planned
    Visit concluded

    read_google_sheet

    connector 1
    ForEach Loop

    loop_foreach

    php 2
    Visit concluded
    Create reorder reminder

    create_contact

    1
    End

    See which reminders have gone out and who hasn't responded yet.

    Time Management

    The hours around remain marked on the day, not reconstructed at the end of the month.

    Time Management
    9 Nov / 15 Nov
    User Mo 9 Tu 10 We 11 Th 12 Fr 13 Sa 14 Su 15 Hours
    Marco Bianchi 8h 8h 8h 6h 4h 0 0 34h
    Sara Riva 8h 7h 8h 8h 8h 0 0 39h
    Luca Ferri 4h 8h 8h 8h 6h 0 0 34h
    Sara Riva 8h 8h 4h 8h 8h 0 0 36h
    Time Management
    Calendar
    08:00
    09:00
    10:00
    11:00
    12:00
    13:00
    14:00
    15:00
    16:00
    17:00
    18:00
    Mo
    9
    09:00 Project
    Marco B.
    14:00 Task
    Sara R.
    Tu
    10
    08:00 Task
    Sara R.
    11:00 Project
    Luca V.
    16:00 Task
    Sara Bianchi
    We
    11
    10:00 Project
    Luca V.
    15:00 Task
    Marco B.
    Th
    12
    09:00 Task
    Sara Bianchi
    13:00 Project
    Sara R.
    17:00 Task
    Luca V.
    Fr
    13
    08:00 Project
    Sara R.
    12:00 Task
    Marco B.
    15:00 Project
    Sara Bianchi
    Sa
    14
    Su
    15

    The week of visits and trips, at a glance.

    Sequences

    A sequence for those who don't tidy up: first reminder, then the second, until they respond.

    Quote follow-up
    Active
    Start
    Who receives the sequence
    Contacts 86 contacts
    Send Email 1
    Did you receive the quote?
    Delay
    1 day
    Send Email 2
    Still time to go over it together
    End
    Quote follow-up
    View logs
    Enrollments

    124

    Emails sent

    286

    Has replied

    41 33%

    Contact Emails sent Status Result
    Sara R.
    s.rossi@acme.test     		2/3 Exited Replied
    Marco B.
    m.bianchi@acme.test     		3/3 Completed No reply
    Luca V.
    l.verdi@acme.test     		1/3 In progress —

    Who opened the reminder and who needs to be called back.

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