CLIENT TRACKER / RESPONSIVE DEMO

The follow up has a home.

AI helped me turn my workflow into one clean place for clients, next steps and what needs my attention. Same system, whether I am at my desk or already out the door.

This is a sample interface with example data, not a working CRM. All names are made up.

DESKTOPLaptop view

COTTY CRMSAMPLE DATASC

WEDNESDAY, OCTOBER 14

Good afternoon, Sarah.

ACTIVE8Across every stage

DUE TODAY4Follow ups waiting

THIS WEEK3Calls and sessions

Needs attention

Sorted by next step

ClientStageNext stepDue

Alex MorganBridal clientActiveSend three looksToday

Jamie LeeBrand shootMeetingConfirm prep callTomorrow

Riley JamesFacial packageBookedAsk for feedbackFriday

Taylor BrooksFounderNewSchedule introMonday

MOBILEPhone view

WED, OCT 14

Pipeline

follow ups dueStart with Alex

Needs attention

Alex MorganBridal client

Today

Send three looks

Jamie LeeBrand shoot

Tomorrow

Confirm prep call

Riley JamesFacial package

Friday

Ask for feedback

HomePipelineAddMore

WHAT AI HELPED BUILD

My process, without the tabs.

One view.
Every client and next step in the same place.

Built for movement.
Desktop when I am planning. Mobile when I am not.

Still my judgment.
The app organizes. I decide what happens next.

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