Needs you now, your triaged morning
A ranked list of what is genuinely at risk, at the top of Centurion and the Dashboard.
Build
3 min readmorning
brief
nudges
tasks
deals
invoices
Needs you now is the panel at the top of Centurion and your Dashboard. It is not a wall of numbers, it is the short list of things that will cost you money if you leave them.
What it watches - Tasks that are overdue - Conversations nobody has answered for more than four hours - Deals that have not moved for more than a week - Invoices unpaid for more than a fortnight - Tasks due today
How to use it Work top down and click straight through to the record. When the list is empty, your day is genuinely clear.
No blank screens Anywhere in the platform that would otherwise be empty now explains what belongs there and offers to build it from a sentence.
Related
AgentiVoice, run the platform by talking
Start here. One bar on every page. Speak in plain English and AgentiCRM navigates, answers from your records, makes the change, or builds it.
Build it by talking
The Build button in Centurion turns a spoken or typed brief into tags, pipeline stages, forms, pages and follow up, after you approve the plan.
Chief of Staff, your daily plan
Personal DMO, suggested routines, time blocked schedule, and Watch Today. Replaces the old Morning Brief.