Start Day and End Day lifecycle with location captured
Sales CRM · Sales Force Automation
My Day
The field rep's whole day on one screen
app.quipcom.ai
In detail
What My Day does
Part of Sales Force Automation in QuipCRM — Sales CRM. Repeatable execution for teams that have moved past manual lead handling — sequences, territories, quotas, proposals and on-ground field work.
Planned visits with check-in and check-out per stop
Quick logging for calls, emails, notes and meetings between visits
Where it fits
Repeatable execution, from sequences to field visits
My Day is 8 of 9 modules in this area. Each one works on the same record.
The Sales CRM workflow, end to end
My Day supports this flow alongside the other Sales CRM modules.
- 01
Capture
Leads arrive from website forms, WhatsApp, email, campaigns or manual entry. QuipAI scores each one on arrival, so the queue is ordered before anyone opens it.
- 02
Engage
Multi-channel sequences and templates work the lead across email and WhatsApp. Every reply lands back on the record, and follow-up rules make sure nothing goes quiet.
- 03
Manage
Deals move through eight stages on a visual pipeline. Weighted value recalculates as they move, and high-value negotiations route to a manager for approval.
- 04
Close & learn
QuipAI flags the deals about to slip and the process problems behind the losses. Win/loss analysis turns each closed quarter into something the next one can use.
Who uses it
Who works with My Day
Field Sales
Mobile My Day flow — visits, check-in, quick logging and field-oriented AI assistance.
- A My Day screen with planned visits and check-in
- Quick logging between visits from the phone
- Visits written back to the same lead record
Bring one real pipeline.
We’ll map your stages, lead sources and follow-up rules live in a 30–45 minute call.