Use case
Mortgage brokers
Follow up while the intent is still fresh.
The problem
Mortgage enquiries are time-sensitive. A lead that goes cold for a week has usually spoken to someone else.
New enquiries become call tasks immediately, with reminders that keep the first contact quick.
Longer conversations stay visible — a buyer six weeks from an offer is still in the pipeline rather than lost in an inbox.
The dashboard shows activity across every lead, so you can see where time is actually going.