Scheduled follow-ups and promisesSorted by due date
Recorded activityNewest first
Monthly aged-debtors import
Upload a new Excel or CSV report. Existing call history, contact details and follow-ups are retained by matching the account code.
Your 100 sample customers are preloaded.
Excel import uses a spreadsheet parser loaded from a CDN. CSV import works without it. The first row containing “Account Code” and “Customer Name” is detected automatically.
Data & backup
Keep a copy of your work and restore it later on this or another browser.
Demo data stays in this browser's local storage. Do not use real customer information in this prototype.