The CRM
for real people.

You finish a good call. Now comes the admin. The notes. The follow-up. Finding time for the proposal. What if you could just say what needs doing, and see it take shape? Meet Mish, your assistant inside CRMish.

Your pipeline.

You meet Jamie through Instagram. Type the name, handle, and interest in your program to Mish in Telegram. You have already told her the useful details. She can put them where they belong.

Jamie appears in your pipeline. The handle and context stay with the person. CRMish brings your records and stages into one place, so you can see where each relationship stands.

Your conversations.

The call goes well. Tell Mish Jamie’s budget clears Friday and the next step is a start date. Type it, or use a voice note when you’re between calls. Save the useful detail while it’s fresh.

The conversation is now on Jamie’s record. You can come back with context, ask Mish for a brief, and prepare a useful next message. The history helps you pick up the conversation where it left off.

Follow-ups.

For Sarah, the next step is Friday at nine. Ask Mish for a reminder about the starter program and her budget. A name, a time, and a reason turn a good intention into a clear next step.

The reminder stays with Sarah’s record. If she needs a later time, ask Mish to move it. Use the saved context for drafts, and review the words and recipient before you approve an outside send.

Your journal.

Now give tomorrow a shape. Sarah at nine, the proposal at ten, and lunch at noon. Review and confirm the plan in Telegram. You choose what matters, and Mish helps give it a time.

The plan appears in your journal. You can see the next step, then change one block from chat when the day changes. You have structure and room to adjust.

Your weekly five.

Choose five wins for the week. Sort urgent work from important future work in the matrix. Start a focus block for one task. Mish helps you turn a growing list into work you can act on.

Your goals.

Save the goal and the reason behind it. In this example, the goal is dinner with the kids, kept private. Protect that time with Sacred Hours, so the life you want has a place in the plan too.

Teamwork.

Teamwork keeps shared tasks, owners, and status together. Calendar, people, and business views add the context around that work. Connect supported email and calendars after setup to bring more of your day into CRMish.

Your performance.

Your saved activity feeds the numbers. Review progress, targets, and team results while there is still time to act. Choose Easy, Coach, or Boss to set the kind of push you want from Mish.

Your workflows.

Shape boards, stages, and fields for your business. Add playbooks and knowledge for Mish. Set up recurring jobs and workflows for repeat work. Owners choose access, and connected services need setup before use.

Your calendar.

Connect a supported calendar to check open times, create events, and share booking links. Use customer history for useful email and text drafts. Research with sources can help you prepare before you reach out, with connected sends reviewed before they go out.

Connected tools.

Mish can work with screenshots, saved playbooks, recurring jobs, and team workflows. Connect outside systems through the API, give Agent Members limited powers, or pair Mish Runner for approved work in folders on your Mac. Setup and access stay in your control.

Start with the next thing you don’t want to forget. Your plan, your people, and your follow-through have a home in CRMish. Mish helps you take the next step. Explore CRMish and choose the plan that fits your day.