Myriad

Sales and clients

Pipelines, calls, email and winning former clients back, each on the deal and the client it belongs to.

Try it

Your clients and deals, live.

Open the morning list, follow an offer step by step, or write the email the app drafted.

calendar.myriadself.com

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Real app, sample data.

Win back and grow

Your next client may be a former one.

Myriad lists former clients worth returning to and drafts a message about your last project together.

What changesMore work from people who already trust you.

  • Only the clients worth asking. Bad fits and late payers stay off the list.
  • A few a week, not all at once. Myriad plans three check-ins a week.
  • The numbers behind it. How many clients your monthly target takes, and what waits in offers.
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Contacts, To win back: Acme and Kowalski Studio, former clients with their last payment 90 and 130 days ago, both selected, and the button Plan 2, three a week

The numbers come from your own history.

Pipelines

Give new work and renewals separate pipelines.

Start from one of 12 templates, and each pipeline keeps its own stages and numbers.

What changesEach kind of sale gets attention, and the month adds up to one goal.

  • 12 templates to start from. Stages and win percentages already filled in.
  • One goal for the company. Every pipeline counts toward the same monthly target.
  • A warning on every deal without a next step. The card says so before the deal goes quiet.
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The main pipeline: Lead, Contacted, Proposal and Negotiation, 6 deals worth $58,100. Cards show their next step, such as Call Ola about the brief today, or a warning that there is no next step, and two deals are flagged as stalled

Two pipelines, one goal.

Tasks and calls

The lead was ready, and nobody called back.

Add a task straight from a deal or contact, and calls are logged on the deal.

What changesEvery deal has a dated next step, and a missed call becomes a task.

  • The usual steps in one click. Call, email, offer, meeting or follow-up, for today or later.
  • Call from the card. Your iPhone measures the call, then asks how it went.
  • A missed call becomes a task. Pick No answer and a Call back task is ready.
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A deal, Online shop for Dental Plus, with two calls in its notes: answered, 7 minutes, scope agreed; and no answer the day before

In the browser you log calls by hand.

Email at your deals

Your offer and notes live in different places.

Connect your mailbox, and Myriad keeps only emails with people who have a deal in your pipeline.

What changesOpen the deal and the whole conversation is there.

  • Only the mail that matters for sales. Newsletters and private mail stay in your inbox.
  • Your mailbox, your address. Outlook, Microsoft 365, Gmail or any IMAP mailbox.
  • No open tracking. No mass campaigns either, one thread at a time.
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An email thread on the deal: the proposal for the online shop sent to Marek with the PDF attached, with Reply, Reply all and Forward

Reply, and it goes from your own mailbox.

Mac · iPhone · Apple Watch

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