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Tip: add ProxiSuite to your home screen or desktop for one-tap access to your workspaces. Look for Install or Add to Home Screen in your browser menu, most of you already own a sub, so make it a tap away.
Your dayThe system of action, next to your CRM: who to work next, and the drive to get there.
Morning Minute
Loading your accounts to work today. Save a scored list in any workspace and your daily accounts rank here, ready to work.
Work your first five →One thumb, one account at a time, about a minute each.
Import visit history from a spreadsheet →Already have two years of it somewhere else.
Your workspacesOpen the line you own. The rest are here when you want them.
What movedAccounts that jumped or dropped since you last looked.
What moved
Once you are scoring accounts, the ones that jumped or dropped since your last visit show up here. Job and export alerts already land in your notifications.
See notifications →Your accountsThe book behind everything. One master list feeds every tool and your Morning Minute.
Bring your own list, pull ours from a vertical, or match yours to ours and keep the enriched rows. Your columns stay yours.
Open ProxiAccounts →Contracts expiringOpenings and renewals coming up in your window. Work them before they turn over.