Project Reach

How the Action Panel will boost your productivity

Entrepreneurs and small business owners are always busy balancing their personal lives and growing their businesses. Being efficiently productive is critical. Some keys to boosting productivity are staying organized and taking action on small tasks right away.

We’ve been beta testing on iOS our new feature called the Action Panel, a menu of features that helps you keep your communications organized, streamline your workflow, and lets you take action in that crucial moment right after a customer call. Read on to find out how the Action Panel can help you work more efficiently and maximize your day, then sign up to join the beta to try it out for yourself. 

“Save time by organizing customer information for more efficient communication.”

How the Action Panel will make you more efficient

You got a call from a new customer and never got around to saving their number in your phone. Now that you want to call them with the quote, you don’t know which number is theirs. Or you wrote it down on a piece of paper…somewhere. Or maybe you get so many calls in a day that you just don’t have time to add new contacts. Having to search through all your personal and business contacts that are mixed up together in one list on your phone adds one more step to trying to quickly call or text a customer. “Is that Kara, my cousin, or is that Kara, the customer who needed a tree trimmed?”

Yeah, we see you.

And then there’s the, “I’ll get to that later. I’ve got too much to deal with at this moment.” Like sending customers an appointment follow-up message. Or thinking you’ll remember all the details from a customer call, so you don’t take the time to write any of it down right then and there. Our new Action Panel’s features are just what you need.

Don’t put off the little things. Seize the moment with the Action Panel.

Delaying or neglecting small tasks in the name of productivity almost always has the opposite effect. It’s easy to forget important details or spend valuable time retracing your steps to remember what needs to be done or which number matches with which customer, that is, if you don’t forget to do the task altogether.

We want to help business people like you eliminate the call log full of no-name customer phone numbers, the disorderly combined contacts list of both personal and business relations, the never-ending to-do lists of “little things,” and the spinning mind full of details to remember. Ultimately, we want to save you time and help you get more done in a day.

Four features in the Action Panel are particularly helpful for staying better organized and taking advantage of the moment so those small (but important) tasks and details don’t slip through the cracks, boosting your efficiency and productivity:

  • Number ID
    When you get calls from an unknown number, Number ID automatically identifies who the number belongs to, so you can quickly and easily add the caller as a new contact with one tap. No more wasting time trying to match up a number with a name. Or interrupting your workflow to create new contacts.
  • Dedicated contact lists
    Sideline contacts now have their own dedicated list within the app. With this new feature, you will be able to separate your business contacts from your personal contacts. Making it easier to find customer information and keep you moving with your day.


  • Shortcuts
    Shortcuts appear on the Action Panel menu and are templated texts of frequently used information like thank you, address & hours, event reminders, review requests, and promotions. With a quick tap, you can send a follow-up text as soon as you hang up the phone. Simple. Efficient. Done before it ever even made it to that to-do list!
  • Notes
    Jot down important details from a customer call right away, before you forget them. Notes are saved in the specific contact’s details so you can easily reference them later. Now you can focus on whatever else you need to work on without that lingering feeling you need to remember something important.

Stop wasting time on the little things that can lead to big time sucks. Instead focus on doing what you love, serving your customers, and running your business. We’re excited for you to try the Action Panel in the coming months! Sign up to join the beta to experience how the Action Panel can help you boost your efficiency and productivity.

Follow the beta testing journey on Facebook, Instagram, and Twitter to find out when new features are added to the beta and are available to try out.
About the Sideline Pro Beta

We hope you’ll follow along throughout our Project Reach development journey or even contribute your thoughts, ideas, and help us build a product that solves your problems. What’s in it for you? We predict you’ll get more new and repeat customers. With more customers, we predict you’ll be more successful. Sign up below to help prove these theories right.
The beta version of these new tools will only be available on iOS initially. But don’t worry Android users, we’re working on developing this for you also and we’ll keep you updated on our progress. The new features will be free to test out while they are still in beta. Once we’ve perfected the product, we will offer them as a premium tier of service within the Sideline app, at which point you’ll be asked if you would like to choose to upgrade to keep using the new features.

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