Answers without interrupting anyone
Orders, products and stock straight from the ERP, with the source of every answer. Anyone on the team asks and gets it right away.
Will
Right now, you’re the one doing the chasing for the whole team.
You lead sales, marketing or operations, and you spend the day collecting everyone’s status, chasing deadlines and answering things that are already in the systems. Will works for the whole team: it knows the orders, the CRM, the email and the tasks, answers each person, chases what’s late and updates the systems.
MMarinaoperations
Hey Will, reassign Nando’s tasks while he’s on vacation.
Willdone
ClickUpFound 8 of Nando’s tasks due this week
Google CalendarChecked who on the team has room in their calendar- ClickUpHanded each task to someone, with the context
WhatsAppTold each person in the team group chat
Done.8 tasks with a new owner until Nando is back. When he’s back, I’ll hand back whatever’s still open.
Example · Lume Casa (fictional), a home-goods online store with 38 people.
Today, without Will
Every back-and-forth becomes Will’s work.
This is the back-and-forth of an ordinary day. Will takes all of it on and tells you when it’s done.
Your day so far5back-and-forths
- Put together the list of the team’s stalled proposals
- Asked Caio if we can promise 200 pieces by the 15th
- Chased Helena about a salesperson’s discount
- Answered the same stock question three times in the team chat
- Reminded each salesperson about tomorrow’s follow-ups
Leave the chasing to me. I’ll tell you when the team’s caught up.
What Will takes off your plate
What’s stuck on the team
Proposals, orders and tasks that haven’t moved show up with the reason, pulled from ClickUp, the CRM and email. Will is already chasing whoever needs it.
The CRM, always up to date
After every customer conversation, Will logs what was agreed, moves the deal to the next stage and schedules the next touchpoint.
Follow-ups on time
Will writes and sends the follow-up for every stalled proposal, in the team’s voice, and tells you who replied.
One Will for the whole team
Everyone on the team asks the same Will for answers and work. Will knows who handles what and shows each person only what they’re allowed to see.
Work with Will
Will inside the system you use
Will works on the screen you already use, does the work and records every step.
Your CRMPipelineContactsProposalsReports
| Deal | Stage | Value | Next step |
|---|---|---|---|
| Loja Bem-te-vi | Proposal | R$18,400 | Call Friday |
| Casa Aurora | Negotiation | R$32,000 | 8% discount? |
| Empório Sul | Qualification | R$9,900 | Send catalog |
| Ateliê Norte | Proposal | R$12,300 | Stalled for 9 days |
| Loja Girassol | Won | R$7,800 | Invoice |
| Casa Clara | Qualification | R$5,200 | First meeting |
| Mercado Pinho | Proposal | R$21,000 | Review shipping |
7 of 46 open deals‹ 1 2 3 … ›
Casa Aurora
StageNegotiation
Order200 pieces for the 15th
OwnerDuda
Discount0%8%YouWill
History
yesterdayCasa Aurora asked for 8% off
09:30Duda asked Will for the proposal
09:31Will checked margin and stock
You work in the system, and Will stays beside you with the context.Will does it in the system and records every step. Browser inside Will
A day with Will
Example: Lume Casa (fictional), a home-goods online store with 38 people.
Today
D
Dudasales
What’s stuck on my team today?
Will
Three proposals with no reply from the customer for over a week, and the 8% discount waiting on Helena. The rest of the team is on track.
D
Dudasales
Follow up on all three and remind Helena.
Will
Reminded Helena, with the order’s margin attached. The three follow-ups are out, each in the tone of that customer’s conversation. I’ll tell you when they reply.
Example · fictional company and data
In the systems you already use
Use another system? If it has a login, Will uses it too. See all systems.
Frequently asked questions
Can I use it just for my team?
Yes. Start with one team, like sales or operations, and bring Will to the whole company whenever you want. See what it does in each area in Teams.
Does everyone on the team see everything?
No. Each person sees what they’re allowed to see: margins, salaries and leadership matters stay with the people who handle them. The details are in Security and LGPD (Brazil’s data protection law).
Does it work with my team’s tools?
Yes. Will works with ClickUp, Slack, Gmail, Outlook and WhatsApp, with your CRM, like RD Station, HubSpot or Pipedrive, and with the company’s ERP. And if a system has a login, Will uses it too.
How much does it cost for a team?
Custom plans for your company, sized to your team. Talk to sales or see Pricing.
Start with what you chase by hand.
Plans tailored to your company. Tell us what takes up most of your team’s day, and Will starts there.