Today

Ordered daily work and pipeline follow-up

Notifications

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Calls0/40
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Focus Queue
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Queue Summary
Today's Activity

Today's Calls

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Emails to Send

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Recent Leads

ContactCompanyNext Action

Recent Activity

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Admin Dashboard

Operations visibility and sales workflow control

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ACTIVE PIPELINE
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CONSULTATIONS MTD
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RESPONSE RATE
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Pipeline by Stage
Lead Source Split
Average Time in Stage
Team Activity
Parked / Lost Reasons
User Sessions

Lead Workbench

Batch-by-batch processing for maximum efficiency

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Needs Outreach
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Needs Calling
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Hot Focus
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No leads in this batch

Today's Commitments

February 16, 2026

Calls 0/40
Emails 0/40
Research 0/25
Fixed Tasks for Today
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Daily Targets

All Leads

Manage stages, source quality, and next actions

ContactCompanyPhoneStage / SourceNext ActionActions

Email Creator

Generate emails for any recipient

Attachments will need to be added manually in your email client

Call Pitch Generator

Generate call scripts and talking points

Leave blank for AI-generated pitch or paste your template for customization

Import Leads

Upload CSV or Excel file

Drop file here

CSV, Excel (.xlsx, .xls) — or tap to browse

Standard Columns: first_name, last_name, email, phone, company, title, industry, country

Add Lead

Add a single prospect

Statements of Work

Create and manage SOWs linked to approved cost proposals

1. Details → 2. Preview
Start from meeting notes
Pull a Fireflies meeting or paste a transcript, and let AI pre-fill the form. Optional.
▾
Click "Load meetings" to fetch your recent Fireflies meetings.

Saved Documents

Every team member's Cost Proposals and Statements of Work, shared in one place.

Cost Proposals

Create priced proposals to send to clients. Once approved, a proposal feeds into an SOW and a job.

1. Details → 2. Preview
Start from meeting notes
Pull a Fireflies meeting or paste a transcript, and let AI pre-fill the form. Optional.
▾
Click "Load meetings" to fetch your recent Fireflies meetings.

Job Registry

Every client job in one place: proposals, SOWs, invoices, status and value.

Open jobs
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In progress
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Awaiting payment
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Pipeline value
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Paid
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Jobs
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My Context

Your email settings

Your Info

Email Settings

Email Signature

This signature will be appended to generated emails when "Include signature" is checked

Settings

AI providers, meeting notes, lead scoring, and workflow rules

AI Provider

Groq
Llama 3.3
Fast
Gemini
Flash
Free
Claude
Sonnet

Sales Discovery Requisites

Manage the questions reps complete during call outcomes and discovery.

ICP Configuration

Configure Ideal Customer Profile scoring criteria.

Stage & Outreach Rules

Configure stage validation thresholds and grade rules.

Data Migration

Migrate existing leads to the new 5-stage intelligence model.

Warning: This will clear all existing enrichment data and reset leads to Stage 1.

Users

Manage accounts

NameEmailRoleLast LoginSession DurationLast ActiveActions