Overdue
Activities and todos past their due date. Shown first, with a red left border. You reschedule or mark done, you don't ignore them.
The 'Your Day' page
You open Lea, you know what to do.
A chronological view mixing calls, meetings, emails, todos and hot deals. By time bucket, Overdue, Today, Tomorrow. Filterable. Actionable. Not a dashboard.
AllCallsMeetingsEmailsTodosPipeline
Today · Thursday May 14, 20267
- CallCoffee sample follow-up09:30Artisan coffee roasteryThomas LefrancMain pipeline · Qualification
- CallWine list quote follow-up10:00Wine list 2026Aurélie ChevalierMain pipeline · Proposal
- CallPost-meeting call with partner14:00Brewery beverage listKarim BouzidiMain pipeline · Negotiation
- WhatsAppOpening of 2nd locationMargot Lecomte
- TodoQuote, summer wine list 2026 (12 references)HighSummer wine list 2026Sophie Lavigne
- TodoQuote, 2-group coffee machine + organic beansCoffee & bar equipment listMaxime Berthier
- TodoQuote, 'small producers' selection (deli)First deli orderCamille Rousseau
Why Lea opens on Your Day, not on a dashboard
A salesperson starting their morning wants to know what to do, not how many leads they converted last month. Lea flips the question: who do you need to call back, in what order, and with what context? Your Day answers that. KPIs are still available in /reports if you want them, but they don't block your entry.
Four buckets, the priority order
You don't scroll to find what's burning. Time buckets tell you.
Today
Everything dated today, calls, meetings, emails to send, todos, deals to close this week. The core of your day.
Tomorrow
What's coming D+1, to anticipate. A '→ Tomorrow' button on each today row to push what couldn't get done, without opening a date picker.
Later
The next 5 days, grouped by date. Short overview, no clutter. Beyond that, it's in /activities or /todos.
Briefing
The morning briefing, in 1 line
Three counters at the top: X overdue, Y today, € Z this week. You know in 2 seconds whether the day is manageable or whether you need to re-arbitrate before your coffee.
- 'X overdue' counter, red as soon as it's over 0, forces you to deal with what's lingering
- 'Y today' counter, the real load of the day, in one number
- '€ Z this week' counter, pipe value of deals to close this week
- Personalized greeting by time of day (Good morning / Good afternoon / Good evening), not for show, to anchor
- All, the default chronological mixed view
- Calls, to batch phone follow-ups
- Meetings, to prep the day's calls in series
- Emails, to handle email follow-ups in one block
- Todos, to clean tasks without time pressure
- Pipeline, to see only deals to push this week
Filtres
6 filters to zoom on one type
The default view mixes everything, that's the point. But if you want a 'morning calls' session, click Calls and you get only that. Same for Meetings, Emails, Todos, Pipeline.
Everything is actionable from the row
No need to open the detail panel. Click, decide, move to the next.
Reschedule in 2 clicks
Popover with preset options: +2h, +4h, tomorrow same time, Monday 9am, or custom date picker. No heavy modal, no form to fill.
Mark done + outcome
For CALL / MEETING / EMAIL activities: a quick modal to capture notes, and schedule the next step (follow-up D+3? Meeting next week?) in 1 toggle.
Direct link to deal or contact
Each row exposes the deal, contact and pipeline stage as clickable chips. Navigate without opening the detail panel.
Deal grouping
When 2+ today activities hit the same deal, they're grouped visually, you see a deal's load at a glance.
→ Tomorrow button
On every today row: one click to push to tomorrow same time. For days when the morning blew up.
Manual refresh
A discreet refresh button at the top, to re-fetch if you just created an activity in another tab. No visible SSR latency.
'Your Day' vs what competitors do
No major CRM opens on the day. They all open on a dashboard with KPIs. Lea does the opposite, and defends it.
| Feature | Lea | Pipedrive | HubSpot | Zoho |
|---|---|---|---|---|
| Homepage = actionable day | ✓ by default | ✗ KPI dashboard | ✗ KPI dashboard | ✗ KPI dashboard |
| Time buckets (Overdue / Today / Tomorrow) | ✓ | Partial (1 list) | Partial | Partial |
| Filters by activity type (Calls / Meetings / Email) | ✓ 6 filters | Partial | Partial | Partial |
| Reschedule in 2 clicks from row | ✓ | ✗ opens modal | ✗ opens modal | ✗ opens modal |
| Outcome capture + next step in 1 modal | ✓ | Partial | Partial | Partial |
| → Tomorrow button on every row | ✓ | ✗ | ✗ | ✗ |
| Automatic deal grouping | ✓ | ✗ | ✗ | ✗ |