Today
Your worklist — who to act on right now, ranked by what they've actually done.
● Hot now 0
High engagement, active this week
↻ Needs follow-up 0
Engaged, then went quiet — don't let these die
◈ New inbound to triage 0
Anonymous demo users worth pulling into the pipeline
Pipeline
Every prospect by stage. Click a card to open the lead.
People
Everyone in one place — prospects you're selling to and anonymous demo users. Click anyone to open them.
Find leads
Pull businesses to pitch, then import them straight into the pipeline with a tracked demo link.
⌖ Discover prospects
Invoices
Every invoice you've issued, what's been collected, and what's still owed. Marking one paid here is the only record a Zelle or check payment gets — nothing else knows about it.
↻ Recurring retainers 0
Revenue
What the business actually earns, by period.
◍ By client
Ranked by revenue on the basis selected above
Activity
Raw live stream of everything happening across the tools.
Outreach Campaigns
Cold-outreach performance. Funnel: drafted → demo opened → replied → booked. Replies auto-attribute from the inbox; demo opens come from each prospect's tracked link.
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System Issues & Alerts
AI errors, rate limits, crashes & health checks across the live tools.