Log a visit

Same form for a call, a demo, or a visit.

Sales activity

Filter by rep and time frame. Cards and the list below update together.

Activities logged

On-property visits

Demos

Calls

Date ▼	Rep	Customer	Type	Comments	Actions

Customer data

Every course, landscaper, and account from the Ideal customer list — including ones with no logged activity yet. Search by name, county, or contact.

	Customer	County	Lifetime Spend	Total entries	Last activity ▼

Customers matched to the Ideal database show County/Category and are the authoritative record. Unmatched entries (no county/category shown) are from activity logs only — either not in the Ideal export, or a spelling variant we couldn't confidently match. About 28% of historical log entries are currently linked; the rest need either a name cleanup pass or aren't in this Ideal export at all.

Sales recommendations

A personalized to-do list per rep, generated from activity logs, follow-up flags, and interest language in comments.

How to read this: Follow-up flags and days-since-last-visit are exact, pulled straight from your data. Anything under Upcoming Opportunities and Suggested Actions is detected from keyword patterns in comment text as a stand-in for real AI reading — cards marked ⚡ heuristic should be read as a hint worth checking, not a certainty. Wiring in true language-model analysis of every comment needs a small backend step (covered separately) — this is the rule-based layer that runs today, entirely in the browser.

Log a visit

Sales activity

Customer data

Sales recommendations

Edit entry