Payments integration
Revenue you can prove
Deposits, invoices and refunds recorded against the deal, so revenue reports show money — not hopes.
Good morning, Alex Search
To follow up92
Appointments · 7 days14
Pending approvals7
Open pipeline$101,970
Today’s priorities
Isaac JohnsonUnanswered inquiryReply now
Ethan AllenBooking never confirmedConfirm the time
Ethan CarterForgotten follow-upFollow up
Leo CampbellHot lead, no ownerAssign owner
Recorded payments
AugSepOctNov
Upcoming appointments
Wed 8:00 AMDuct cleaning visitConfirmed
Thu 8:00 AMElectrical panel upgrade visitPending
Thu 1:00 PMFurnace replacement visitPending
Sound familiar?
Won deals that never paid
Revenue reports built on estimates
Refunds nobody linked back
Ready-made workflows
Start from these. Change anything.
Quote accepteddeposit requested
Checks consent and quiet hours · stops on replyPayment recordedrevenue
Checks consent and quiet hours · stops on replyUnpaid 30 daystask for the owner
Checks consent and quiet hours · stops on replyHow it works
- CaptureEvery form, call and message in one place
- UnderstandAI scores intent and explains why
- RecoverForgotten leads surface on their own
- Follow upRight message, right time, stops on reply
- ConvertBookings and deals move forward
- MeasureRecorded results, not guesses
The problem
Disconnected tools
Forgotten leads
Manual follow-ups
Unclear priorities
Reports nobody trusts
With Lead Growth OS
Connected customer context
Prioritized actions
Permitted automation
Visible workflow states
Measurable outcomes
See your lead-to-revenue flow in one place
Open the sample business — no sign-up, nothing to install.