Assay keeps your prospects, accounts, and follow-ups in one place, and helps you see which leads are worth your time before you spend it. It was built by a working sales engineer for his own territory.
Demos run on a sample workspace, so nobody’s real data is on screen.
Every name and number below is made up. In a demo you’d see the same screens, working.
Most CRMs assume you have one job and a sales team. Assay assumes you have a territory, a side practice, and a ministry, and only one of you.
Sales, consulting, and church outreach each get their own accounts, pipeline, and reports, with the same tools in every one.
Leads found in permits, licensing boards, and public directories land in a queue. Nothing reaches your pipeline until you say so.
Assay drafts the note. You read it, pick which account it goes from, and send it yourself. Nothing goes out on its own.
Work from a board you can drag, then build reports from a menu when you need a list, a total, or a file for someone else.
Tell me a little about your work and I’ll set up a time to walk you through it.