Product showcase
Your next step, taken care of.
See how Mish helps with customers, plans, follow-ups, focus, goals, and shared work.
Read the transcript
0:00 · The work is not the only thing taking your time.
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.
0:14 · Pipeline
Your pipeline.
0:17 · A message can start the work.
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.
0:28 · The connection has a home.
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.
0:40 · Conversations
Your conversations.
0:43 · Keep the story after the call.
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.
0:54 · Show up ready next time.
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.
1:07 · Follow-ups
Follow-ups.
1:10 · Good conversations need follow-through.
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.
1:22 · Keep the next step with the person.
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.
1:34 · Journal
Your journal.
1:37 · Your own day deserves a plan too.
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.
1:48 · Start the day with intention.
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.
1:57 · Weekly Five
Your weekly five.
2:00 · Know what deserves your attention.
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.
2:11 · My Goals
Your goals.
2:14 · Make room for the reason you work.
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.
2:26 · Teamwork
Teamwork.
2:29 · Bring shared work into view.
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.
2:43 · Performance
Your performance.
2:45 · See where the work is going.
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.
2:57 · Workflows
Your workflows.
3:00 · Make it fit the way you work.
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.
3:13 · Calendar
Your calendar.
3:16 · Give the next conversation a place.
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.
3:32 · Connected Tools
Connected tools.
3:35 · Connect more of the work.
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.
3:52 · Stay organized. Stay human.
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.