A daily AI-written action queue and a simple weekly plan. No CRM to maintain. No dashboards to check. Just open your email and act.
No card needed — create your free account, then start the trial from your dashboard.
You're running 3 businesses, handling 100 things at once. You're not a dedicated salesperson. Traditional CRMs die from neglect.
You enter contacts with good intentions. Three days later the pipeline is stale and you've stopped opening the app.
CRMs show you a list of leads. They don't tell you who to call today, what to say, or why it matters.
A prospect viewed your proposal twice but you forgot to follow up. You find out three weeks later they bought from a competitor.
Leads flow in automatically from your Bulk Email campaigns and YPD documents. The AI does the thinking. You just act.
Every form submit and document view from your Bulk Email campaigns creates a lead. No manual entry ever.
Clicks, form submits, proposal views — each signal scores your leads. Hot leads bubble to the top automatically.
Every weekday at the time you choose, your AI coach emails you who needs attention today and what to say. On Mondays it’s your plan for the week.
Tap Called ✓ or Follow-up sent beside a lead in the email, or reply in plain English. The system updates itself.
One focus a month, a few goals a week, a score every Friday.
How much time do you have this week? Coach suggests goals sized to it and to last week. Keep them with one tap.
Your morning email shows today’s calls and how far you are: “3 of 8 calls · 40 of 75 prospects emailed.” On Thursdays it also suggests two people to ask for an introduction.
A 30-second summary: goals reached, wins, and who to carry over to Monday.
On the first Monday of each month, choose your focus: Fill my list, More calls booked, More signed deals or Win back quiet customers. Coach suggests the one that fits your pipeline and sets a target from your own numbers.
Arrives in your inbox every weekday morning. Act on it, reply to log outcomes, click through to your full pipeline.
Your sales coach — Wednesday, Sep 17
[email protected] · 2 urgent · 1 this weekGood morning. Here is your sales day.
September 17 · 16 total leads · 3 hot
Pacific Analytics — Regina, SK
Proposal sent 7 days ago · viewed doc twice · no reply
GreenLeaf Testing — Detroit, MI
Clicked pricing 3× this week · no reply yet
Your funnel
View full pipeline in YourProDesk
See every contact, stage, and activity log
Every feature designed around the constraint that you have 10 minutes a day for sales, not 10 hours.
Not just "follow up with X" — the email tells you exactly what to say and why, based on their specific activity and stage.
See your full pipeline at a glance — awareness through closed won — with bottleneck detection and conversion rate insights.
Set an annual goal in your own currency and sales year. Two bars show this month and this year — sold, goal and % — and every Closed won deal asks for its value, so the totals keep themselves.
Leads flow in automatically from Bulk Email campaigns and YPD document activity. The pipeline builds itself. Works with your own email too: write to a prospect from Outlook or your phone and they appear in your pipeline — replies are sorted for you.
Every lead in your email has Called / No answer / Follow-up sent buttons. Works on your phone without logging in.
Click through to a kanban pipeline showing every lead by stage. Click any card to view details, log calls, or advance stage.
“Maybe later” leads are parked for 6 months and come back by themselves — or the moment they click or reply. After four unanswered follow-ups, the coach suggests parking.
Write to a lead or a brand-new contact right from Sales Coach — from your own mailbox, with your templates, one-click buttons, a PDF and your signature. A copy lands in your Sent folder, and a reminder follows if they don’t reply.
When someone replies “unsubscribe” or “remove me”, they’re closed, marked Do not email and taken off your Bulk Mail lists — and you’re warned if you email them again.
Each Thursday the coach picks two people who know your work — won customers, contacts who liked your offer, or connectors such as your accountant — with a ready-made ask that opens in your own email. One tap logs it.
Phone numbers come straight from your contact lists, next to the email on every lead. Add or change one with a tap.
Start or schedule a call from any lead. They join in the browser — no app, no account — and the call is logged on the lead with its length.
Private notes and notes for the client sit right next to the video. After the call, send the client notes as a recap in one click.
Scheduled calls arrive with Accept / Decline in Outlook and Gmail. Invite up to 4 more people, and a cancellation takes it off their calendars.
Included with Bulk Email Regular and Pro. No extra fee, no per-user cost.
Anywhere a solo operator or small team is selling high-value products or services without a dedicated sales function.
Selling HPLC analyzers, spectroscopy equipment, or other high-ticket instruments to cannabis labs, universities, and research facilities. Long sales cycles, high stakes.
Tracking proposals sent to clients, following up on scopes of work, knowing which prospects are warm based on document activity.
Founders closing their first 50 customers without a sales team. Know exactly who opened your trial invitation and hasn't converted yet.
Tracking investor outreach, developer proposals, and buyer inquiries across long deal cycles where timing and follow-up are everything.
Managing distributor relationships and direct accounts where proposals sit for weeks and a single well-timed call can close a six-figure deal.
Running multiple businesses simultaneously and needing a system that surfaces the right action at the right time without demanding daily maintenance.
Included with the Bulk Email plan. Connect your campaigns and your pipeline builds itself. Try it free for 30 days — no card needed.