RAG Connect

Meridian IT Solutions

About this app

Are you struggling to keep track of your leads and manage your daily tasks effectively? Do you need a centralized system to ensure no opportunity falls through the cracks? RAG Connect is designed to empower sales professionals, small business owners, and anyone managing client interactions to stay organized, efficient, and on top of their game.

What makes RAG Connect your go-to productivity partner?

Effortless Lead Management (Lead Add & Lead View):

Lead Add: Quickly capture new lead information on the go. Input essential details like contact information, source, status, and custom notes, ensuring every potential client is recorded with ease.

Lead View: Get a clear, organized overview of all your leads. Filter, sort, and search through your lead database to find exactly who you need, when you need them. Access detailed lead profiles instantly to review past interactions and plan next steps.

Comprehensive Task Organization (Task and View):

Task Creation: Create and assign tasks related to your leads or general daily activities. Set due dates, priorities, and add detailed descriptions to ensure clarity and accountability.

Task View: See all your pending and completed tasks in a clean, manageable list. Prioritize your workload, mark tasks as complete, and easily access task details to keep your workflow smooth and efficient.

Intuitive Task Calendar for Visual Planning:

Task Calendar: Visualize your entire workload at a glance. Our integrated calendar displays all your tasks with their due dates, allowing you to plan your day, week, or month strategically. Drag and drop tasks to reschedule, ensuring you always have a clear picture of upcoming deadlines and appointments.

What’s new

Performance Improvements