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All your clients on one screen.

One line per client: what is left to decide, what was turned on with no decision since your last visit, the next deadline, the state of the month's note. Your client chooses what you see.

Become an AI advisorSee the fictional client: Arvenne

What you ask yourself

  • Which of my clients should I call first this week?
  • What has changed at their companies since my last visit?
  • Which month notes do I still have to send?
  • Which deadlines are coming up at my clients within 90 days?
  • What has my client opened to me, and until when?

What you find there

  1. The portfolio. At the top, three counts: clients followed, decisions pending at your clients, deadlines within 30 days. Then one line per client who has opened access to you: date of the last readout, left to decide, turned on with no decision since your last visit, next deadline, state of the month's note (to prepare, ready, sent).
  2. Today. Your work queue: the alerts, the notice periods coming up, the decisions that are waiting, and a vendor change that touches several of your clients.
  3. The month's note. Ojja prepares the note. You review it and send it.
  4. Propose a decision. On a line, you write your proposal, in your name. Your client's decision-maker accepts it, edits it or declines it in one click. It is the only thing you write in Ojja.
  5. The brief before a meeting. One page per client, on demand: what has changed since your last visit, the decisions and proposals pending, the deadlines within 90 days.
  6. The readout of your engagement. Each month, what you did at this client: proposals made and accepted, requests handled, and what was reclaimed, recorded by the next readout.
  7. The portfolio deadlines. At the clients who have opened their bill to you, the renewals sorted by date, with what sits idle. For each one, a renewal sheet in your name.

What your client opens to you

  • They open access layer by layer: the register always, then, if they choose, usage, the bill and the renewals, the decisions, the data. Twelve months at most; they renew or withdraw in one click.
  • They see what you consulted, and when.
  • What you receive from Ojja is visible to them.
  • Each client is read separately: nothing passes from one client to another.

On the sample portfolio

Three clients. Arvenne, 412 accounts: 10 decisions pending, the month's note to prepare. Bellerive, 180 accounts: one decision pending, the note ready. Coralis, 240 accounts: nothing pending, the note sent. You start with Arvenne.

Fictional clients · sample data

What Ojja never does

  • You never see your clients' content or business data, nor anything per person.
  • Ojja never writes in your clients' tools, and you do not set what Ojja reads.
  • Only your client records a decision.
  • Ojja keeps neither your billing, nor your time tracking, nor your sales relationship.

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