Harbor Auto
Call to understand needs
MEET YOUR NEXT WORKSPACE
Less scattered.
More in view.
Explore the conversations, ownership, and next steps behind a clearer broker workday.
Every conversation.
A little more context.
Find a thread, see its category, and make ownership clear. The inbox preview brings those three pieces together.
MCA COMPASS · PRODUCT PREVIEWBuilt for a clearer workday
YOUR WORKDAY, IN VIEW
MON, OCT 12Good morning, Jamie.
Needs attention4 conversations
Assigned to you2 next steps
Up nextA clear follow-up.
ConversationsAll inboxes ⌄
AL
Alex Lee Harbor Auto · Following up
Thanks, Jamie. A quick conversation...
InterestedMR
Maya Rivera Juniper Café · A question
What would the next step look like?
QuestionSW
Sam Wright Northline Supply · Checking in
Let’s pick this up next week.
Follow-upAn illustrative workspace. Fictional merchants and conversations.
Connected pilot: classification and assignment. Fictional conversations; no live mailbox synchronization.
A thoughtful sequence.
A human conversation.
Explore a simple outreach flow with space between messages and a clear reason to follow up.
MCA COMPASS · PRODUCT PREVIEWBuilt for a clearer workday
A thoughtful follow-upIllustrative product preview
- 01Start a conversationEmail · First touch
- 02Leave a little roomWait · 3 business days
- 03Follow up with contextEmail · Check in
A SIMPLE FIRST MESSAGE
A quick introduction, Alex.
Hi Alex,
I’m Jamie. I work with business owners to understand what’s next for their business.
Would a short conversation be useful?
Jamie
A reply should start a conversation,
not another automatic follow-up.
not another automatic follow-up.
An illustrative workspace. Fictional merchants and conversations.
Simulated workflow. Live sending and mailbox connections are not available in this preview.
From a conversation
to a clear next step.
A visual place for the opportunities you’re working on. Explore the structure before discussing how your team works.
MCA COMPASS · PRODUCT PREVIEWBuilt for a clearer workday
Merchant pipelineIllustrative product preview
New conversation02
Juniper Café
Answer a question
Follow-up02
Northline Supply
Reconnect next week
Cedar Studio
Review the conversation
Next step agreed01
Atlas Services
Confirm a meeting
An illustrative workspace. Fictional merchants and conversations.
Simulated workflow. Production CRM integration and funding-specific stages are planned.
WHERE THE PRODUCT STANDS
A clear view.
Including what’s available.
The preview is a way to evaluate the experience. Here is what it can do today.
Working with shared records
- Branded account login
- Explicit workspace access
- Shared fictional conversations
- Inbox classification and assignment
Explore the intended workflow
- Campaign and follow-up planning
- Contacts and opportunity pipeline
- Drafting and reply demonstrations
- Sample support and billing screens
More work before live operation
- Live mailbox connections and sending
- Paid subscriptions and onboarding
- Calling and SMS
- Funding submissions and renewals
YOUR NEXT STEP
See it with
your work in mind.
Bring your questions and your workflow. Let’s explore where MCA Compass could fit.