Workplan Task Summary
To-do list pulled from CRM, no manual entry.
What it does
To-do list pulled from CRM, no manual entry.
Workplan Task Summary is part of JOEY's Reporting & Proof system. JOEY counts everything it does for you, calls placed, texts sent, emails delivered, leads touched, and rolls it into honest daily reports. Real output you can point to in your one-on-one, and a proof row that shows the difference JOEY makes versus working the list by hand.
Who it is for
Built for salespeople and dealership teams who want reporting handled automatically instead of by hand. If you are losing time or missing follow-ups in this part of your day, this is where JOEY takes the load off.
How to use it
- Turn it on from your JOEY command room (it runs inside your normal workflow).
- Set your pace and guardrails once, then let JOEY work it every shift.
- Watch it live in the dashboard and step in any time you want manual control.
In the Reporting & Proof system
Your real numbers, proof you can show your manager.
Related features
Ready to put JOEY to work?
See pricing, or get started and have Workplan Task Summary running today.