iPhone Screenshots
Description
SendSquared Menu Bar brings your sales pipeline directly to your Mac's menu bar, giving you instant access to your leads, pipeline value, and follow-ups without switching apps.
**Key Features:**
**Real-Time Pipeline Overview**
See your total pipeline value, leads added today, and weekly activity at a glance. The status bar visualization shows your lead distribution across all stages, helping you understand your sales funnel instantly.
**Organized Lead Management**
View leads organized by type and status. Expand any status to see individual leads with their estimated values. Click any lead to open it directly in SendSquared's web app for full details.
**Follow-Up Reminders**
Never miss an important follow-up. The app displays pending follow-ups with clear overdue, today, and upcoming indicators. Overdue items are highlighted so you can prioritize your outreach effectively.
**Customizable Display**
Configure which lead types to display through the settings panel. Filter by specific lead types or show all. Toggle closed statuses and closed leads based on your workflow preferences.
**Quick Actions**
- One-click refresh to get the latest data
- Open SendSquared web app directly from the menu bar
- Choose your preferred browser (Chrome, Safari, Firefox, Edge, or system default)
- Option-click any lead to jump directly to the contact record
**Always Available**
The app runs quietly in your menu bar, showing your open lead count and any overdue follow-ups. A quick click reveals your full pipeline summary whenever you need it.
**Automatic Updates**
Data refreshes automatically every 5 minutes in the background, or every 30 seconds when the panel is open. Manual refresh is always available with one click.
**Requirements:**
- Active SendSquared account
- macOS 13.0 or later
SendSquared Menu Bar is the perfect companion for sales professionals who want to stay on top of their pipeline without constantly switching between applications.