PLATFORM · WORK SESSION

Your reps’ whole day in one queue.

Calls, emails, LinkedIn steps, callbacks and follow-ups, sorted by what’s due and what’s hot. Each task opens with the brief, the right tool and the last conversation. Reps stop hunting and start working.

  • Calls
  • Emails
  • LinkedIn
  • Callbacks
  • Custom tasks

WHAT YOU CAN CANCEL

Four tabs become one screen.

The dialer, the sequencer, the CRM and the notes doc all live inside the task your rep is working on.

CANCELThe dialer tab$ · · ·
CANCELThe sequencer tab$ · · ·
CANCELThe CRM tab, and the notes doc between them$ · · ·
WORKLOOMOne subscription, one record

HOW REPS GET THEIR DAY BACK

More conversations, with the process followed on every one.

01

The next task is always ready.

Late callbacks rise to the top. Hot accounts come next. One key opens the next task with everything it needs.

02

A brief before every call.

Why now, what happened last time, and a line to open with. Read in the seconds before the phone rings.

03

Wrap-up in one keystroke.

Pick the outcome. Wren has already drafted the stage change and the follow-up email. Approve, and the next call starts.

04

Your process, built in.

Qualification forms, required fields and routing rules live inside the queue. Reps follow the process because it’s the only path through the task.

05

Managers see the session, not a report.

Calls made, connects, meetings booked and connect rate by hour. Coaching starts from what happened today.

FOR THE CRO

More conversations per rep per day.

→The process followed on every task
→Connect rate by hour, per rep
→Coaching from today’s calls
FOR THE REP

The next task is one key away.

→No switching tools
→No logging after calls
→A brief before every dial

IN NUMBERS

What it adds up to.

3x
touches per rep per hour on average, one queue against four tabs
1 key
from one task to the next
6 s
auto-advance after a wrap-up
0
tabs to switch

QUESTIONS

What buyers ask before they switch.

Does it work for SDRs and AEs?
Yes. SDRs work sequences and callbacks. AEs work follow-ups, deal tasks and meeting prep from the same queue.
Can we add our own task types?
Yes. Build forms with your fields and outcomes. Required fields block the outcomes you choose.
What happens to calls on mobile?
The Android app calls from the same numbers, with the brief on screen, and the outcome is staged for you to approve, just as on the desktop.

Give your reps their day back.