This week's activity goals
Today's appointments
Overdue call-backs
Calls due today
Pipeline at a glance
All upcoming follow-ups
Every open reminder, nearest first — the ACT! task list. Unfinished ones roll forward until you check them off.
Call List
Everyone worth a call, in order: due follow-ups first, then anyone with no next step, then whoever's gone coldest. Tap ▶ to work down the list one at a time — log the call, set the next step, jump to the next.
Upcoming appointments
Territory map
Every active prospect with a locatable address. Click a pin to open the card. Use it to plan a Dalton or Chattanooga day.
Research a company
Enter a company and the system digs on its own — website age and health, what's broken, and what Nóvare can sell them. About a minute per run. If you leave the website blank it finds it by search.
Recent research
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
Won / lost — and why
Wins are conversions to clients. Losses are archived prospects, grouped by the reason you give when archiving — so the reports can say why deals die.
Monthly numbers
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.
Intelligence providers (admin only)
The outside services the Research engine can use. Each one switches on the moment you paste its credentials — nothing is called until then. Keys are stored on our own server and shown masked.
Voicemail drop
Pre-recorded messages you can drop into a call that hits a machine, so you don't repeat yourself all day. Record them here; on a call, tap "📢 Drop voicemail". The drop-into-a-call step activates on the phone system after the live click-to-call test — recording and managing them works now.
Call scripts
Talk tracks that appear on every contact's call screen with the fields filled in — opener, voicemail, objection answers. Merge fields: {{first_name}} {{company}} {{my_name}}.
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".
Sequences (multichannel cadences)
A named series of steps the system runs for you when you enroll a contact: email steps auto-send with open + click tracking; call/task steps drop a reminder. Delays are days after the previous step. Merge fields work: {{first_name}} {{company}} {{my_name}}.
Connect your phone / desktop
Each calendar below is a live feed of your appointments — subscribe once and new appointments appear automatically.
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.
Automation rules
Little robots that keep deals moving. Flip any off if it annoys you.
Stage win probabilities
Moving a deal to a stage sets its win % (drives the weighted forecast). Tune to your real close rates.
Custom fields
Your own fields on every contact — they appear in ✎ Edit and on the card.
Possible duplicates
Cards sharing a phone number or email. Open one and use "⇄ Merge duplicate" to combine them.
Export your data
Everything, any time, as plain CSV — your data is never locked in.
⇩ Contacts CSV ⇩ Activity history CSVShare links — lead form & booking page
Two public pages this system hosts for you. The lead form drops new inquiries straight into Contacts (tagged web-lead, flagged call-same-day). The booking page lets a prospect pick an open 30-minute slot — it lands in your Appointments and blocks the time.
Outlook contact sync
Keeps your Outlook contact list current until the move to eM Client. One-way and additive-only: new leads are created in Outlook and newly found numbers are added — nothing is ever deleted or replaced without your approval below.