Today
—
Deals
—
Due Today
—
Pipeline
Action Needed
Active Deals
Pipeline
Active
Won
Lost
Contacts
Orders
🚚 Shipments
📦 POs
Tasks
+ Add
Pending
Completed
Today
Pipeline
Contacts
Orders
Tasks
0
Quick Add
New Deal
Add to pipeline
New Contact
Client or lead
New Task
Reminder or to-do
Log Comm
Call, email, note
New Deal
Deal Title *
Contact
None
Value ($)
Stage
New Lead
Qualified
Proposal Sent
Estimate Sent
Estimate Accepted
Invoice Sent
Invoice Paid
Order Placed
Order Confirmed
Shipping
Delivered
Notes
Save Deal
New Contact
First Name *
Last Name *
Phone / Mobile
Email
Type
Lead
Prospect
Customer
Notes
Save Contact
New Task
Task *
Type
Follow Up
Call
Email
Quote Request
Order Check
Due Date
Priority
Normal
High
🔴 Urgent
Low
Related Deal
None
Save Task
Log Communication
Email
Text
Call
Note
Contact
Select…
Deal (optional)
None
Subject
Draft with AI
Message
Open in Mail App
Message
Call Notes
Duration (minutes)
Note
Send Email
AI Email Draft
Tell AI what you want to say
WHAT DO YOU WANT TO SAY?
Follow Up
Check in on estimate
Invoice Reminder
Payment outstanding
Introduction
New lead outreach
Order Confirmation
Order placed
Share Tracking
Shipment update
Thank You
Post-delivery
OR DESCRIBE IN YOUR OWN WORDS
TONE
Professional & Friendly
Warm & Personal
Concise & Direct
Formal
Generate Draft
REVIEW & EDIT
← Regenerate
SUBJECT
MESSAGE BODY
Send Email
Open in Mail App
Copy to Clipboard
Email Thread
Add Tracking
Enter shipment tracking details
SELECT CARRIER
🟤
UPS
🟣
FedEx
🦅
USPS
🚛
Estes
🔵
XPO
📦
Other
Carrier Name
Tracking Number *
Tracking URL (optional — auto-generated if blank)
Estimated Delivery Date
Notes (optional)
TRACKING LINK PREVIEW
Save Tracking Info
✅ Tracking Saved!
Order is now In Transit.
Send Tracking to Customer
Draft Tracking Email with AI
Copy Tracking Link
Done