Every open reminder, nearest first — the ACT! task list. Unfinished ones roll forward until you check them off.
Upcoming appointments
Sales forecast
Pipeline by stage
Activity — last 30 days
Where leads come from
Never contacted
New prospects with no call, email, or meeting logged yet.
Going cold (30+ days)
Open prospects with no touch in over a month.
Biggest open deals
Monthly numbers
These same numbers are emailed to every user on the 1st of each month. Click any row for the records behind it.
Employee management (admin only)
Add a new employee — generates a one-time welcome link to send them. They click the link, set their password, and land on their personalized setup page.
Calendars / Categories
Each row is published as its own subscribable calendar so it shows up with its color on iPhone / eM Client / Spark.
Email Accounts (send-from)
Mailboxes you can send invites and reminders from. The default is used when an appointment doesn't pick one explicitly.
Email templates
Ready-to-send emails with fill-in fields: {{first_name}}{{name}}{{company}}{{title}}{{my_name}}. Use them from a contact's "Next thing to do".
Connect your phone / desktop
Each calendar below is a live feed of your appointments — subscribe once and new appointments appear automatically.
eM Client: Menu → Accounts → + Add account → Calendar → Internet Calendar → paste a URL below (Copy button) → Next → pick a name and color → Finish. Outlook (web / Microsoft 365): Calendar → Add calendar → Subscribe from web → paste the URL → Import. Outlook's servers must be able to reach the URL — works once the app is live at salesfunnel.novaredigital.net (not from localhost). iPhone / Apple Calendar: tap the webcal:// link.