Daily Action List

Start each morning with clear priorities

No more wondering what to work on. Every morning, Ralivi CRM shows you exactly who needs attention and why, prioritized by urgency and opportunity. Perfect for managing follow ups in sales for small teams.

See how it works
Daily action list in Ralivi

The morning scramble

Most salespeople start their day asking the wrong question: "What should I work on?"

Inbox overwhelm

Hundreds of emails. Which ones are deals? Which need urgent attention? You spend 30 minutes just figuring out where to start.

CRM hunting

Open your CRM. Scroll through deals. Try to remember what happened last week. Which ones were urgent again?

Priority paralysis

Everything feels important. You work on whatever's loudest or most recent, not what's most valuable.

Your morning routine, simplified

Open Ralivi. See your priorities. Start working.

Sample action list for today

Sarah Chen - Acme Corp
Quote sent 4 days ago, no reply
Mike Torres - Beacon Inc
Demo call scheduled for 11am today
Jessica Park - Vertex LLC
Replied asking about implementation timeline
David Kim - Summit Solutions
Meeting yesterday, no follow-up sent
Amanda Foster - Ridgeline Group
Went quiet 8 days ago after intro call

Prioritized by urgency

Overdue quotes and scheduled meetings appear first

Context included

See exactly why each contact needs attention

Manageable size

Limited to 10-15 items so you can actually complete it

Updates automatically

New priorities appear as you complete items

Common questions

Everything you need to know about your daily action list.

Related features

See how your action list works with other Ralivi features

Start every morning with clarity

No more wondering what to work on. Get your prioritized action list every day.