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AI Assistant

What's Next now spots meetings, overdue deals and fresh clicks

What's Next looks for three more things each morning:

  • Meetings nobody followed up. A meeting that ended in the last fortnight with no email, call, task or later meeting since. It goes to the host, with a button that creates the follow-up tasks.
  • Deals past their close date. Open deals whose close date has passed. Each is either a win that slipped or a forecast that is wrong.
  • People who just clicked. Anyone who clicked a campaign email this week and hasn't been contacted since: the warmest calls on your list.

Home also shows a 30-day summary of what acting on suggestions led to, and closing a plan without building it puts the suggestion straight back on the list.

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Every plan runs the same, latest platform.