AND BUSINESS CRM

Every lead.
Every update.
Your next move.

Your leads, conversations, system updates and follow-ups — connected. A business workspace that helps your team stay informed and keep the next step in view.

Discuss your CRM setup Explore what it does

AND↗Business workspaceInteractive demo · sample data

YOUR BUSINESS, IN VIEW

Lead workspace

Private workspace

CONTACT & SERVICESTATUS

Select a lead to explore its next step.

SELECTED OPPORTUNITY

Roofing

Austin, TX

Request: Roof replacement enquiry
Lead source: Website enquiry
Contact: Jordan Miller

Next step

Review the request and make the first call.

Illustrative interface with fictional records. Features shown: assigned leads, contact details, statuses, notes and follow-up reminders.

Lead alertsSystem updatesCall notesFollow-upsCalendar exports

Business owner reviewing the next action on her phone

Business keeps moving.Keep your next step close.

STAY INFORMED. STAY IN THE CONVERSATION.

A new lead comes in.
You know where to go.

Assigned opportunities belong in your workspace, with the contact details and context you need to act. Enable mobile or browser push and choose your email preferences to stay informed when you’re away from the desk.

New lead alerts for your assigned opportunities
A portal inbox for updates from AND
Mobile access and home-screen installation
Notification preferences for your account

Push requires a supported device, permission and an enabled subscription. Email follows account preferences and configured delivery channels.

MORE THAN A LIST OF LEADS

The update.
The context.
The next action.

Explore how a new assignment, a partner update and a saved follow-up fit into the workday.

AND↗BUSINESS WORKSPACESample

NEW LEAD ASSIGNED

Roof replacement enquiry

Austin, TX · Assigned to your company

Open the lead, review the request and make your first call.

A new opportunity, in view.

New assignments appear in your workspace. Enable supported device notifications and choose your email preferences to receive alerts.

Illustrative example · no live notifications or customer data.

MAKE THE FOLLOW-UP PART OF YOUR DAY

From “call them back”
to a place in your calendar.

Choose the date, time, time zone and task on the lead record. Your saved reminder stays with the conversation, and you can add a separate event to the calendar you use.

01
Save the next step
Schedule the follow-up with its time zone and task.
02
Choose your calendar
Open Google Calendar or download a calendar file.
03
Review and save
Confirm the event, then manage the reminder from your lead record.

Calendar exports are separate copies. Updating a portal reminder does not update an event already saved to your calendar.

Follow-up plannerIllustrative example

YOUR NEXT CONVERSATION

Make time for
what comes next.

MON19TUE20WED21THU22FRI23

10:00
AM

Lead follow-up

Review the project scope

Your saved time zone

GOOGLE CALENDARCALENDAR FILE (.ICS)

Review and save your calendar copy.

BUILT FOR DAILY FOLLOW-THROUGH

One record.
A clearer working day.

Keep the conversation, the outcome and the next action together. Explore the practical tools already supported by the AND workspace.

Every opportunity has a place

View the leads assigned to your business, their contact details, requested services and available source and campaign context.

A quicker next conversation

Call from a lead record using your device’s phone app. Record the contact outcome and keep your notes with the opportunity.

Follow-ups you can find

Save a date, time, time zone and task. Review upcoming and overdue reminders, then mark a follow-up complete when it is done.

A clear view of progress

Track New, Contacted, Scheduled, Quoted, Won and Lost. Keep deal status separate from the outcome of your latest call.

Find what needs attention

Search and filter by service, area, status and follow-up activity. Move between your lead records without losing the context.

Your business, your workspace

Approved partners access the records assigned to their company. Manage company branding and notification preferences from the account area.

THE PRACTICAL DETAILS

Know how
it works.

Talk to AND about the setup that fits your business.

How do new lead alerts work?+

Newly assigned leads appear in your private workspace. Supported devices can receive push alerts after you enable notifications, and email alerts follow your account preferences. Device permissions and channel configuration affect delivery.

Can I receive system updates too?+

Yes. AND can publish service updates and partner announcements to your portal inbox. Selected messages can also use enabled push and email channels, so the full update remains available in the workspace.

Can I add a follow-up to my calendar?+

Yes. Save the follow-up first, then choose Add to calendar from the lead record. You can open a Google Calendar event for review or download a calendar file (.ics) for a compatible calendar, including Apple Calendar or Outlook. You review and save the event yourself.

Will the calendar event update automatically?+

A calendar export is a separate copy. If you reschedule or complete a follow-up in the portal, update or delete the old calendar event separately. The portal remains the place to manage the saved follow-up.

Can I use it on my phone?+

Yes. The partner workspace adapts to mobile screens. Add it to your home screen for convenient access. On iPhone, use the installed home-screen app for supported push notifications and enable notifications when prompted.

What about another B2B industry or an existing CRM?+

Tell us about your team, industry and workflow. We review the fit and agree the setup. Additional integrations, automation and custom work are scoped with AND before activation.

YOUR BUSINESS, CONNECTED

More informed.
Ready for the next move.

Let’s talk about your leads, your team and the way you work.

Talk through your workflow Already a partner? Sign in

We confirm fit, access, setup and any additional integration work before activation.

Every lead.Every update.Your next move.