What shipped

A call list that remembers who you called

The call list was a spreadsheet. Column A: the name. Column F: "LVM 10/3". Column G: "call back after harvest". By the third afternoon nobody could say who had been tried twice, and the notes from those calls never made it back to the customer record.

What changed

A Sales Queue is that list, kept where the customers already are.

Narrow the customer list with search chips, "City is Yakima" and whatever else you need, and click Add to Queue. Take the ticked rows or every result. Then click Start calling.

Each customer opens on their dashboard with a call bar across the top: who you're calling, call 12 of 140, and what happened last time. Make the call, pick what happened (No Answer, Left Voicemail, Call Back, Interested, Not Interested, Wrong Number, Do Not Call), type a line, and click Save & next. The next customer comes up.

Here's how to actually do it: How to build and work a call queue.

Why this is the part that matters

The queue decides who's next, and it decides well. Callbacks that are due come first. Then the people nobody has tried. A "no answer" goes to the back of the line instead of coming straight back up at you.

Every call lands on the customer. Each one is logged in the customer's Jabber timeline: the outcome, the queue, your notes and who you spoke with. A callback date goes on your calendar. Delete the queue next month and the history stays where the next person will look for it.

The dashboard puts the call in context. Contacts with phone links, what they owe and what's past due, recent quotes and sales orders, and the last ten things anyone logged. You're not calling blind about an overdue invoice someone else already chased.

Jabber grew up first

The week before, Jabber became the customer log the queue writes into. Log a Call, Email, Meeting, Text or Note on a customer, or on one of their invoices, work orders or service points, and it shows on the customer either way. Schedule a follow-up and it goes on someone's calendar. Customer → Jabber shows everything, searchable by type, by who logged it and by date. The guide: How to log a call, email or note on a customer.

The honest part

There's no dialer. The number is a phone link; your phone or softphone makes the call, and nothing records or times it. A queue is a snapshot of the search when you built it, so customers who match next week aren't added on their own. Queues are personal: coworkers can see yours but not work it.

Still modular

Start with what you run. Six core modules (Customers, Employees, Suppliers, Payables, Invoices, and a full general ledger) for $150 a month. Add Work Orders, Communication, or Projects for $25 each. Every user included, no per-seat games, no forced bundles.

Implementation is a one-time build: we configure your modules around your workflow and load your data, so you don't start on a blank screen.