PPPermits Please CRM

Follow-ups whose date has arrived — bumps, breakups, sample deliveries. Drafts still come to chat for approval; this is the queue, not the send button.

Revisit date reached

Win-back candidates

Trials that ended or subscriptions that lapsed — people who already said yes once. Pause one with a revisit date to bring them back on schedule.

Paused — upcoming

Every closed-lost prospect, counted by reason and by the stage we lost them at. Losing at the DM is targeting; after the sample is product; at the trial ask is price.