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Starts with you

Usual mix in Starter · When calls, mail, forms, or a kickoff land — or when you paste them, if the CRM is not connected yet.

Sales

Updates the CRM from calls and mail, writes a brief on inbound leads, drafts the next step from a form submission, and runs the customer kickoff list. You set whether it only drafts or also sends and writes the CRM.

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Needs
The CRM, mailbox, form inbox, who a good customer is, and the kickoff list. You can start by pasting in chat.
Delivers
Updated records, lead briefs, form triage, chase mail, and kickoff notes — sent, if you set that.
You stay in charge
You set whether it only drafts, waits for a named person, or sends on its own. Connect is optional.

Used for

  • Monday at the parts counter

    A spare-parts wholesaler on Monday: a demo ran last week and nothing landed in the CRM. The worker writes the note from the mail you have and queues the next step. You choose whether that stays as a draft, or whether the record is written and a chase goes out. It does not invent a win.

  • The same quote, eight days

    A textile importer sends the same quote chase after eight quiet days, same tone, same three lines you already approved. The worker finishes that known mail. You can keep it on drafts, or let it send so sales is not copying the same nudge every Friday.

  • A form at the kidswear shop

    A children's clothing shop at 22:00: the form filled up after hours with a mix of real names and junk. The worker writes a one-paragraph brief and routes it for sales. You choose whether that stays as a draft or a first reply also goes out. Nobody is scored in the dark.

  • Spam at the franchise office

    A franchise head office gets junk beside a real company, or a partner-forwarded name with almost nothing on the page. The worker does not throw people away on a score you cannot explain. It still writes the brief and leaves who talks with a person — unless you explicitly say that kind of first mail may also go out.

  • Monday at the ENT clinic

    An ENT clinic on Monday: weekend booking forms sit in one pile, most complete, a few without a phone or a slot. The worker drafts who should see each row and what is still missing. You choose whether it only leaves that note, or also writes the known bookings on and sends the confirmation. Invented slots stay off the list.

  • A waitlist with gaps

    A housing-association office sees a waitlist form with a name and no address, or a field that looks like a price but is not in the text. The worker does not invent a company or a kroner figure. Unsure rows stay on the list and any mail to the applicant stays with a person — unless you explicitly say that kind of row may go out too.

  • Monday at the clinic software

    A clinic-software house on Monday: a new customer started last week and brand files, a login, and a welcome mail still sit on the list. The worker chases the gaps and writes status for the account owner. You choose whether that stays as a note or also goes to the customer. Empty boxes stay empty until the file is there.

  • A missing login at the fittings counter

    A fittings wholesaler has a new retailer waiting on mailbox access, or a welcome that reads like a fight. The worker does not invent that access is done. It flags the row and leaves the grant with a person — unless you have given it the tools and explicitly set that those mails may go out too.

Who does this today

Sales lead, the inbox owner who opens every form submit, or the account owner who currently chases the kickoff list. The one who still copies call notes into the CRM on Friday.

What it does not do

It does not invent a next step, a score, a form field, or a file that is not there. You set whether it only drafts notes and chase mail, or also sends and writes the CRM. Deals, junk beside a real name, and empty kickoff boxes stay with a person until you move that setting.

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