Your industry. Your pipeline. Your way.
Every business loses deals to forgotten follow-ups and scattered data. Here's how teams like yours fix it.
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Agencies & Consultancies
Stop losing $50K proposals because someone forgot to follow up. Keep your whole team aligned on every opportunity.
Common challenges
- Lost a deal because two partners pitched the same client
- Proposals sitting in "sent" status for weeks with no follow-up
- No idea which opportunities are actually closing this quarter
- Handoffs between BD and delivery cause dropped balls
How myday helps
- See who owns what—no more duplicate outreach
- Auto-reminders before proposals go stale
- Deal health scores flag at-risk opportunities early
- @mentions keep the right people in the loop
Small SaaS Companies
You need a CRM, not a 6-week implementation project. Get set up and selling in one afternoon.
Common challenges
- Trial signups fall through cracks—30-day trials expire with no contact
- Demo requests sit in an inbox, not a pipeline
- Paying $500+/month for features you don't use
- Engineers doing sales in spare time with no system
How myday helps
- Web forms pipe demo requests straight into your pipeline
- Lead scoring surfaces trial users ready to buy
- Automations send follow-ups so you can ship code
- $19/user—save $400+/month vs enterprise CRMs
Professional Services
Your referrals are your lifeline. Stop losing track of who introduced whom.
Common challenges
- Client referred someone 6 months ago—you forgot to follow up
- No record of which partners bring in which business
- Billable hours get priority; business development falls behind
- Sensitive client data scattered across spreadsheets and inboxes
How myday helps
- Track referral sources—know which clients drive new business
- Activity log creates audit trail for every client touchpoint
- Daily digest shows who to call in 10 minutes flat
- Role-based access keeps sensitive data compartmentalized
Real Estate Teams
In a hot market, 24 hours without follow-up means a lost commission. Move faster.
Common challenges
- Open house lead from Saturday—still haven't called by Tuesday
- Buyer ready to make an offer but you lost their number
- Two agents showing the same property to the same buyer
- Checking voicemail and texts between showings—missing leads
How myday helps
- Mobile-first—update deals from your car between showings
- Auto-reminders before leads go cold (set your own threshold)
- See which agent owns which lead—no confusion
- Booking pages let buyers schedule showings 24/7
Freelancers & Solopreneurs
You're too busy delivering work to spend 3 hours setting up a CRM. This one takes 5 minutes.
Common challenges
- Prospect emails you during a deadline—you forget to respond
- Spreadsheet with 200 contacts but no idea who to call
- Spending $50+/month on a CRM you barely use
- Every hour on admin is an hour not billing clients
How myday helps
- Set up in 5 minutes—import your contacts and go
- Daily email tells you exactly who to call today
- $19/month with automations—not $50/month for basics
- Booking page eliminates email ping-pong for scheduling
Service Businesses
That quote you sent last week? They went with someone who followed up. Don't let it happen again.
Common challenges
- Sent 10 quotes this month—no idea which ones need follow-up
- Homeowner called for a quote but you lost the sticky note
- Busy season hits and leads pile up faster than you can call
- Field crew can't check job details without calling the office
How myday helps
- Web forms capture leads—no more lost sticky notes
- Pipeline view shows every quote and where it stands
- Auto-reminders so quotes don't go cold
- Mobile app—crews check job details from the truck
Stop losing deals to forgotten follow-ups
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