Loading your contacts…

Stay in touch

Pulse

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Overdue

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Due soon

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To reconnect

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People

Jobs to follow up

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Needs attention

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{{ p.name }} {{ p.segLabel }} {{ p.pillLabel }}

{{ p.metaPrimary }}

{{ p.dueText }}

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Reconnect

No check-in logged yet — reach out, then mark it to start their timer.

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{{ p.name }} {{ p.segLabel }}

{{ p.metaPrimary }}

{{ p.lastText }}

You're all caught up

No one's overdue right now. Nice work.

Everyone

Directory

{{ directoryCount }} people

On file Phone Email Address Faded = missing

{{ d.initials }}

{{ d.name }}{{ d.segLabel }}

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No matches.

Coming up

Upcoming

Birthdays

No birthdays yet

Add a birthday on anyone's profile and they'll appear here, sorted by what's next.

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{{ b.name }}

{{ b.turnsText }}

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Follow-ups

Nothing pending — you're caught up.

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{{ p.name }}

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Active jobs · pre-Asana

Deals

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Active jobs

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Awaiting deposit

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Follow-ups due

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Open pipeline

No deals yet

Track a job from first quote through to deposit — once it's paid, hand it off to Asana.

{{ col.label }} {{ col.count }}

{{ d.customer }}

{{ d.builderInitials }}

{{ d.builderName }}

{{ d.scope }}

{{ d.valueText }} {{ d.followText }}

Empty

Shared intake — upload a competitor, factory, or customer quote. The team comments; you convert it into a deal.

No quotes on the desk

Upload one to get started — the team can review and comment before it becomes a deal.

{{ q.title }} {{ q.statusLabel }}

{{ q.sub }} ·

by {{ q.by }} · {{ q.when }}

file

{{ q.comments }} notes

Invitations & guest lists

Parties

No parties yet

Plan a gathering, build a guest list from your contacts, and track who's coming.

Upcoming

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{{ e.name }}{{ e.segLabel }}

{{ e.dateText }} · {{ e.venue }}

{{ e.summary }}

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Past

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{{ e.dayText }}

{{ e.name }}{{ e.segLabel }}

{{ e.dateText }} · {{ e.venue }}

{{ e.headText }}

{{ selected.initials }}

{{ selected.name }}

{{ selected.segLabel }}

{{ selected.tagsText }}

{{ selected.statusLabel }}{{ selected.contactLine }}

Remind me to reach out

Sets a recurring nudge on your Pulse

Lead

Company{{ selected.org }}

Lead{{ selected.leadLabel }}

Stage{{ selected.stage }}

Owner{{ selected.owner }}

Deals{{ selected.dealsText }}

Birthday

{{ selected.birthdayText }}

Next: {{ selected.nextBdayText }}

Phone

{{ selected.phone }}Text Call

Email

{{ selected.email }}

Social

@{{ selected.instagram }}

{{ selected.facebook }}

Address

{{ selected.addressLine1 }}

{{ selected.addressLine2 }}

Spouse / partner

{{ selected.spouse }}

Kids

{{ k.label }}

On the Christmas card list

Notes & interests

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History

No history yet. Log a call, text, or note above — it also resets the check-in timer.

{{ l.kind }}{{ l.dateText }}

{{ l.note }}

Job

{{ dealDrawer.customer }}

{{ dealDrawer.stage }}

{{ dealDrawer.valueText }}

Deposit paid — ready to move into Asana.

Stage

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End customer

{{ dealDrawer.endCustomerName }}

{{ dealDrawer.builderInitials }}

Builder

{{ dealDrawer.builderName }}

Next follow-up

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Scope

{{ dealDrawer.scope }}

Quotes

{{ dealDrawer.quotesTotalText }}

{{ q.title }}

{{ q.sub }}

{{ q.valueText }}

Notes

{{ dealDrawer.notes }}

Activity

No activity yet. Log quotes, calls and follow-ups here.

{{ l.kind }}{{ l.dateText }}

{{ l.note }}

Party

{{ eventDrawer.name }}

{{ eventDrawer.segLabel }}

{{ eventDrawer.dateText }}

{{ eventDrawer.venue }} · {{ eventDrawer.venueAddress }}

{{ eventDrawer.headText }}

Headcount

{{ eventDrawer.yesCount }}

Yes

{{ eventDrawer.maybeCount }}

Maybe

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Pending

Add guests

{{ r.initials }}

{{ r.name }}

{{ r.sub }}

Quick add group:

Reuse a list:

Guest list

{{ eventDrawer.totalCount }} invited

{{ g.initials }}

{{ g.name }}

{{ g.sub }}

+ guests

{{ g.plusOnes }}

Details

{{ eventDrawer.description }}

Notes

{{ eventDrawer.notes }}

{{ modal.title }}

Type

Name

Company

Stage

Spouse / partner

Groups

Phone

Email

Instagram

Facebook

Address

Kids

Birthday

Notes & interests

Check-in every

Last contacted

Clean up

Merge duplicate contacts

Grouped by shared phone/email (safe) and by name (review these). Merging keeps every field, tag and note from both records — nothing is deleted without merging.

Phone/email matches are almost always the same person.

No duplicate contacts found.

{{ g.label }}

{{ m.initials }}

{{ m.name }}

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Marketing knowledge

Your selling brain

Paste your talking points, USPs, vendor specs and positioning. The sales-email AI reads this every time it drafts — update it anytime, no redeploy. Leave blank to use the built-in defaults.

Loading your knowledge…

{{ marketingModal.statusText }}

{{ wipeWarn.text }}

{{ dealModal.title }}

End customer

{{ r.initials }}

{{ r.name }}

{{ r.sub }}

{{ dealModal.customerPicker.createLabel }}

The buyer you’re selling to. Pulls from your CRM — or add them on the spot.

Builder

{{ r.initials }}

{{ r.name }}

{{ r.sub }}

{{ dealModal.builderPicker.createLabel }}

Optional — the contractor/buyer if this job runs through one.

Job name (optional)

Stage

Value ($)

Scope

Next follow-up

Notes

{{ eventModal.title }}

Type

Guest list

Pre-fill from a past party or your regulars. Everyone comes in as pending — confirm RSVPs as they reply.

Party name

Date

Time

Where

Details

Private notes

Upload a quote

Add it to the shared desk for the team to review and comment.

Source

{{ s.label }}

Attached: {{ intakeUpload.fileName }}

{{ intakeDrawer.title }}{{ intakeDrawer.statusLabel }}

{{ intakeDrawer.customer }} ·

{{ intakeDrawer.meta }}

Uploaded by {{ intakeDrawer.by }} · {{ intakeDrawer.when }}

{{ intakeDrawer.fileName }}

Status

Notes

{{ c.author }}{{ c.when }}

{{ c.body }}

Clean up

Merge duplicate deals

Deals with the same customer and builder are grouped below. Merging keeps every quote, note, and the furthest stage — then removes the extra copies. Nothing is deleted until you click Merge.

{{ g.title }}

{{ g.count }} copies

{{ r.label }} · {{ r.value }} {{ r.quotes }}

No duplicates left — all clean.

{{ dedupe.count }} duplicate groups

Design invite

{{ inviteDesigner.name }}

Invitation image

In Canva: Share → Download → PNG, then upload it here. Guests see a clean image — no embed, no Canva controls.

Image added ✓ — tap Upload to replace.

Canva invitation

In Canva: Share → More → Embed, copy that link and paste it here — that's the one that shows your design inline. A regular share link still works as a tap-through cover. Set sharing to Anyone with the link.

{{ inviteDesigner.canvaStatusText }}

Shape

{{ c.label }}

Match this to your Canva design’s size to remove the black bars around it.

✨ Describe it

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{{ inviteDesigner.aiMsg }}

Template

{{ t.name }}

Design system

{{ t.name }}

{{ t.group }}

Hero

{{ c.label }}

Rendered as a styled gradient backdrop (not a photo). Words like sunset, garden, evening, ocean shift the palette.

Tap Upload photo again to swap. Stored with the event.

Live preview · sample guest “Alex Morgan”

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{{ tourStepLabel }}

{{ tourTitle }}

{{ tourBody }}