What usually goes wrong
- Long, lumpy sales cycles
- Commission & cost tracking is messy
- Cash timing is unpredictable
What Cortex does about it
Outcome
Prioritise the deals that will close and plan the cash around them.
A night in real estate, desk to desk
Your booksTally · Excel · Zoho
Night watchreads every night
Collectionswho owes you
Sales deskdeals · quotes
You · Approvalsnothing goes out without you
Outboxemail · WhatsApp
Monday briefyour inbox
A night at an agency or services firm
An illustration of what runs in your workspace. The steps are Cortex's real ones and each links to the page that does it; names and amounts are examples. Anything that contacts a customer waits for your approval unless you set an Autopilot rule (Command).