Nothing Falls Through
Every missed call, text, email and new lead becomes a task automatically — with an SLA countdown and an escalation chain. Nobody has to remember to file it.
Call lands in the inbox → task spawns → SLA starts ticking. Leave it alone and watch it escalate.
On track
7Voicemail (0:48): permit question on the Hartley job.
Voicemail (0:32): needs to reschedule next week's session.
COI needs the new warehouse address before renewal goes out.
Promised in the 9:00 AM call — include the expedited option.
He texted: caterer confirmed, waiting on our 9 AM confirmation.
She promised signed copies by Thursday — confirm they're on track.
She emailed asking for a slot next week — send three options.
At risk
2Web form: 3 dealership locations, available for a call today.
- 2:05 PM Auto-reminder sent to Marcus — 5m first-touch SLA at risk
Wants Friday's shoot moved to 2 PM; asking if the retainer invoice went out.
- 2:01 PM Auto-reminder sent to Dana — 30m text-reply SLA at risk
Overdue · escalated
2§4 / §7 questions are the last thing blocking her signature.
- 1:15 PM Auto-reminder sent to Dana — 2h email SLA at risk
- 1:45 PM SLA breached — Marcus notified
He texted right after: needs the Fairview staging quote before 3 PM.
- 1:47 PM Auto-reminder sent to Dana — 15m callback SLA at risk
- 1:52 PM SLA breached — Marcus notified
Completed today
3every completion carries a required outcome note — that's what makes handoff losslessResolved — duplicate line item confirmed; credit memo issued and corrected invoice emailed. She confirmed receipt by text.
Checklist + kickoff agenda sent. Signed copies due back Thursday — check-in task created for 5 PM.
Confirmed Tue 9–11 AM. He wants a revised proposal with an expedited option — follow-up created for 3:30 PM.