Autessa CRM topic
Daily work
One ranked list that answers “what should I do next?”, plus tasks, alerts and your quarterly plan. Start every day in Autessa CRM with one ranked Today list: replies waiting, overdue follow-ups, deals with no next step, quick-add tasks, alerts, a morning digest and your business plan.
Why it matters
What is daily work in Autessa CRM?
A CRM earns its place when it tells you what to do, not just what happened. Autessa CRM opens on Today, which reads every task, reply, deal next step, follow-up and waiting item and ranks them into one list, one row per person or deal. Quick add turns a typed sentence into a task, alerts and a morning digest catch what came in overnight, and My Business Plan keeps the quarter’s number and plan in view.
At a glance
- Replies waiting at the top
- Deals with no next step surfaced
- One-line task entry
- Weekday morning digest
- Quota, coverage and a plan shared with your manager
Features
Everything in daily work
Today
Autessa CRM opens on Today: one ranked list, one row per person or deal, that puts replies waiting, overdue work and deals with no next step at the top.
Read more →Tasks and quick add
Type a task in one line with its date, priority, owner and company; track who you are waiting on; and close each task by setting the next one.
Read more →Alerts and morning digest
Replies, renewals, decision dates and overdue waits, in the app and in a weekday morning digest at the hour you choose.
Read more →My Business Plan
Each rep’s quarter on one page: the number, coverage, private thinking, a plan shared with their manager, the 1:1 conversation and an AI coach.
Read more →Quick answers
Questions about daily work
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 I add a CRM task in one line?
Yes. Quick add reads dates, times, priority (p1 to p3), @owner and #company from one typed line.
Does Autessa CRM send a daily digest?
Yes, on weekday mornings at the hour you choose, in your time zone.
What is My Business Plan?
A quarterly page per rep with quota and coverage, private notes, a plan shared with their manager, activity measures and a 1:1 conversation thread.
Next topic: Contacts and companies →
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