Morning report
For leaders What came in overnight, who is waiting for an offer, what expires today, and what your first step should be.
This is how it looks in your account. We cover the company names with a bar.
What's in the morning report
In full sentences, the way a colleague would tell you. Only from what actually happened in the system.
What came in overnight
The replies sorted: who's interested, who's putting it off, who turns it down. The prospects by name, without the noise.
Who's waiting on an offer
Anyone who asked for an offer shows up every morning until they get it.
What's due today
Today's tasks and reminders, including the one you asked for weeks ago: come back in the autumn.
What the team got done yesterday
Offers sent, calls logged, tasks closed. No one has to write an evening report, the work comes in on its own.
Suggested first step
One sentence on what's worth starting the day with.
If something else matters to you, say so once. Apex remembers it and brings it that way from the next day on. If you only want a report on Mondays, Monday's report sums up the whole week.
If nothing happened overnight, Apex says so. It never makes up a number.
The night turns into a morning report
While you sleep, the replies arrive, Apex sorts them, and hands them over on a single card in the morning.
Why this is good for you
At 7 in the morning you see where you stand on winning customers
No need to hold a meeting and ask for a report. The picture comes on its own every day, in the same form.
No prospect left behind
Anyone who replied overnight is there by name in the morning, with the person handling them next to it. Anyone who asked for an offer stays in the report until they get it.
The team's work is visible, without asking
How many offers went out, how many calls happened, what got closed. For those who did the work it's recognition, and no one spends the day writing reports.
A ready agenda, the important things first
No morning dig through the inbox. Apex has filtered out the noise, kept the prospects up front, and suggested a first step. The day starts with the first call.
You can carry on with one sentence
Open the letter, show the record, draft a reply. The report is the start of the conversation, and Apex carries on from wherever you ask.
Nothing to keep in your head
For a prospect who's been put off, Apex sets a reminder and brings them back on the agreed morning. A push notification comes only on the days and time you set, with quiet at the weekend.
Related features
More features
- The free demoGet to know Apex for 14 days on sample data, free and without commitment. In two weeks you decide whether to go ahead.
- How the first month beginsFrom your first sign-in to the first letter: what your part is, what Apex handles, and where your assigned account manager helps.
- Apex knows your companyFrom your introduction it knows what you offer and to whom, and at each target company it suggests what matters there.
- Target groupYour account manager puts it together, you approve, Apex selects company by company.
- WorkflowEvery reply gets a category, and the workflow decides: who it becomes a task for, and what stops on its own.
- Groups and accessA separate campaign per group, even per language area. A member sees their own group, a leader sees them all.
- Joiners and leaversA new colleague has a chat and Apex brings them on board. When someone leaves or goes on holiday, Apex hands over their tasks from a single sentence.
- Market mirrorWhy you win, why you lose, by segment, from your closed deals.
- Customers and contactsYou load your own partners, Apex writes to them too, and each one gets its own record.
- New marketsThe same target group in several countries, letters in the target market's language, with local holidays and time zone.
A closed system.
Access by invitation. Request it from your company email address, and our expert colleague will be in touch.
After the online meeting, if we can really help, you get a free 14-day demo, without commitment. How the demo works