Manager scheduling
Build and adjust daily work blocks from the management view.
CRM + EMPLOYEE SCHEDULING
Connect customer work to the day your team is actually running.
A customer platform should not end when the work is assigned. Dayflow gives managers a structured schedule and gives employees a clear view of what happens now and next.
No credit card required for the free-trial flow.
Why this workflow matters
Sales commitments create work for the team. Use the customer context to decide what needs doing, and Dayflow to make the planned work visible to the employee and manager.
Employee execution
Employees update Not started, In progress and Completed without changing the schedule structure.
Customer and operational context
Keep CRM, cases and daily execution accessible without moving to another application.
What you can do in Leadsaro
✓MyDay and MyWeek
✓Manager schedule editing
✓Time blocks
✓Task status
✓Current/next work indication
✓Schedule download
Plan the work promised to a customer
Sales commitments create work for the team. Use the customer context to decide what needs doing, and Dayflow to make the planned work visible to the employee and manager.
- Review the customer commitment and deadline.
- Plan the work in Dayflow with the responsible employee.
- Check the task status during the day and follow up on incomplete work.
What to check in your trial
Compare planned work with completed work for the same period.
Illustrative workflow, not a customer result. Feature availability depends on your plan.
Connected to the rest of the workspace
This workflow does not sit on its own. Leadsaro is designed so CRM, customer service, Team Chat, Knowledge, Dayflow and workforce visibility can remain part of the same operating context.
CRMOpportunitiesCasesTeam ChatKnowledgeDayflow
Frequently asked questions
Is Dayflow a separate product?
No. Dayflow is integrated into the Leadsaro workspace.
Can employees change their own schedule structure?
The normal employee workflow focuses on status and execution; managers control the schedule structure.
Can schedules be downloaded?
Yes. Dayflow can generate a downloadable schedule.
One workspace. Less switching.
See how Leadsaro connects customer work, team communication and daily operations for your company.