Daily work · Autessa CRM
Today
Today is the home screen of Autessa CRM: one ranked list that answers “what should I do next?”. Replies waiting, overdue follow-ups, things due today, deals with no next step, accounts going quiet and work later this week all sit in one list, one row per person or deal, with the button you need right on the row.
The problem
Your to-do list lives in five places
Tasks are in one tab, deals in another, unanswered replies in your inbox, and the account that went silent is nowhere at all. Reps spend the first hour of the day assembling a plan. Today does the assembling: it reads tasks, deal next steps, follow-ups, waiting items and replies and ranks them for you.
What you get
- Bands in order: Reply waiting, Overdue, Due today, No next step, Going quiet, Later this week, Later and undated, Closed today, Hidden for today.
- Reply waiting: their latest message is a reply to you, from the last 30 days, not yet marked handled.
- No next step: an open deal with no open step or task, so nothing slips.
- Going quiet: up to three accounts with an open deal and no activity for 30 days, plus nurture threads gone quiet.
- One row per person or deal; extra items show as “+N more”.
- Row buttons: Draft reply, Done, Done & set next, Received, Snooze, Email, Log, Hide until tomorrow.
- Mine or Everyone, search, and bulk Done, Snooze, Tag and Untag.
- Since yesterday: replies that came in, meetings booked, items that went overdue, deals that moved.
How it works
How does today work in Autessa CRM?
- 1
Open the CRM
Today shows the date, how many things to do now and how many are overdue.
- 2
Work from the top
Replies first, then overdue, then today. Each row says why it is there.
- 3
Act on the row
Draft reply opens the email co-pilot; Done & set next closes a step and asks for the next one; Snooze moves the date.
- 4
Keep the list honest
Hide until tomorrow, Give up on this or Cancel task for things that no longer matter.
Every option
Today bands and actions
| Option | What it does |
|---|---|
| Reply waiting | Their latest touch is a reply, at most 30 days old, not marked handled. |
| Overdue / Due today | Tasks, deal next steps, follow-ups and waiting items by due date. |
| No next step | Open deals with no open step or task. |
| Going quiet | Up to 3: open-deal accounts with 30 days of silence and quiet nurture threads. |
| Later | Later this week, Later and undated, Closed today, Hidden for today. |
| Scope | Mine or Everyone. |
| Columns | Who, What, Due, Kind, More, Tags, Owner, Actions. |
| Drawer panels | Email, Log, Not now (park until a date), Next step. |
| Keyboard | “/” focuses search; j/k move between rows; x or Space selects. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Sales Rep | Edit the records they own and unowned records. Never deletes or reassigns. |
| Sales Manager | Edit anything, delete, reassign owners and territories, and change shared configuration. |
| Administrator | Everything, including workspace settings, integrations and roles. |
| Read Only | See everything, change nothing. |
AI assist
How AI helps here
Draft reply opens the AI email co-pilot with the person’s history already read. Jarvis can answer “What should I do first, and why?” from the same list.
Autessa CRM’s AI proposes and drafts. People confirm every change and send every email.
About Jarvis →FAQ
Questions about today
What is the Today page in Autessa CRM?
It is a ranked worklist of everything you need to do: replies waiting, overdue, due today, deals with no next step, accounts going quiet and later. Each row has its own action buttons.
Can managers see the whole team’s Today?
Yes. Switch the scope from Mine to Everyone.
What does Done & set next do?
It closes the current step and asks for the next one in the same motion, so a deal or person is never left without a next step.
Does a reply create a task?
Yes. When a contact replies, a reply task is created and the row appears under Reply waiting until you mark it handled.
100% customizable, code and all
Make Autessa CRM fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours