A field sales team
Each rep opens "My day" on their phone, calls or starts directions in one tap, and logs the visit right after. The supervisor sees their team's activity.
Use cases
A few concrete ways to use Sizy.
A phone team
Callers work through their follow-up list, record the outcome of each call and schedule the next follow-up. Meetings booked show up in the indicators.
Tracking a pipeline
The manager follows deals by stage on the Kanban board, spots those past their close date and checks the weighted value.
Starting from an existing file
Import your Excel file: Sizy recognizes the columns, flags duplicates and data to check, then saves the leads in one go.
Several entities
The same person can belong to several workspaces (for example two companies), with a different role in each, and switch between them.
Sizy
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