The calendar that remembers everything for you
A regular paper planner only tells you when and where your meeting is. Raynet's Calendar gives you the full picture: why you are going, what you discussed with the account last time, and how much revenue is on the line.
Every task, email, meeting, or call in the CRM links directly to a specific account or deal. This builds a complete timeline of your shared history, giving your clients the genuine feeling that you truly know them and their business. 🤍
Even if you reconnect with an account after a year-long break, a quick 30-second glance at the history tells you exactly where to pick up.
Handing over accounts within your team is just as seamless: a teammate can review the interaction history and hit the ground running immediately.
How to plan your day without the chaos
Raynet's Calendar looks and feels just like Google Calendar or Outlook, which you can easily integrate and sync with.
Creating a new activity is simple. Click and drag anywhere in the Calendar. Enter the subject, link the account so the meeting logs automatically to their timeline, and add your teammates. With shared calendars, you instantly see who is free and who is booked.
A handy trick is color-coding your activities. At Raynet, for instance, we mark in-person meetings in red and online calls in green. With a single glance at your calendar in the morning, you will know whether you are hitting the road or just throwing on a blazer for a day of webcam calls. 😅
Create a follow-up activity in 2 clicks
The real magic happens once the meeting wraps up. Instead of jotting down notes on scraps of paper that disappear by the evening, simply right-click the activity in the calendar and mark it as completed. ✅ A quick meeting notes window pops up right away for you to capture the key takeaways.
To keep momentum going, you can schedule your next step right on the spot. Right-click to create a new activity, such as “Prepare quote.”
Raynet automatically carries over the account and the full context from the previous step, so you never have to re-enter anything from scratch.
💡 Tip: You can also create new Deals directly from the Calendar and meeting notes. If a casual coffee chat turns into an exciting sales opportunity, you can spin up a Deal in a single click.
Mission accomplished: Your Raynet is ready for action 🏎️
And that's a wrap! Throughout this four-part guide, we've covered all the essentials: from finding your footing on the Dashboard and organizing your Contact Database, to managing Deals and planning in your Calendar.
Raynet now keeps all your sales threads firmly together. It knows what you are pitching, who to follow up with, and how many deals are ready to close. Now the ball is in your court. Here's to plenty of won deals and enjoying every minute in your CRM! 🚀