The complete lead-to-revenue operating system
Capture. Qualify. Recover. Follow up. Convert. Close. Retain. Grow.
- 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
Command Center
Know what matters the moment you sign in
Priorities, approvals, appointments, stalled deals and connector alerts — and you act right there.
- Today’s priorities with the reason for each
- Pending approvals in one queue
- Agent, workflow and integration status
- Views for owners, managers, sales and ops
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
Lead Recovery
The leads you forgot, found for you
Unanswered inquiries, missed calls, forgotten follow-ups, pending quotes, stalled deals and missed visits.
- Why it needs attention, with evidence
- Contact permission checked before any step
- Assign, act or dismiss in one click
- Reply, booking, win and payment tracked apart
Lead Recovery Center Search
Need attention92
Overdue follow-ups16
Stale leads30
Missed calls & visits6
HHenry WalkerWrote 6 h ago — no reply yetUnanswered inquiryUnassignedReply now
NNora NelsonWrote 1 d ago — no reply yetUnanswered inquirySarahReply now
MMateo WrightWrote 1 d ago — no reply yetUnanswered inquirySarahReply now
HHannah YoungWrote 23 h ago — no reply yetUnanswered inquiryPriyaReply now
SSarah GreenWrote 3 d ago — no reply yetUnanswered inquiryPriyaReply now
RRyan ClarkWrote 15 h ago — no reply yetUnanswered inquiryDanielReply now
Customer 360
One record. Every interaction.
Messages, calls, visits, quotes, payments and AI actions on one timeline — with where each fact came from.
- Duplicate and conflict warnings
- Consent and preferences per channel
- Data source and freshness on every field
- Merge suggestions, never silent merges
Customer 360 Search
MMateo AllenFurnace replacement · Medford
Proposal sentSourcePhone call
Timeline
Furnace replacement proposal draft24 d ago
Reply sent (delivered)26 d ago
Mateo wrote via sms26 d ago
Reply sent (delivered)27 d ago
Mateo wrote via phone27 d ago
Unified Inbox
Every conversation, with context beside it
Email, SMS, WhatsApp and web chat in one place — with owner, history and a suggested reply.
- AI drafts from approved knowledge only
- Message states: draft, sent, delivered, failed
- Internal notes and human handoff
- Opt-outs and quiet hours enforced
Unified Inbox Search
SSarah AllenHi, still waiting to hear back about the quote.
IIsaac GarciaHi Isaac, thanks for reaching out to Summit about maintenance plan. Could you share your address and a good time to call?
EEmily TurnerGreat — I’ve put you down. You’ll get a confirmation shortly.
SSophia AllenHonestly disappointed — the unit is still not working properly.
CChloe RiveraGreat — I’ve put you down. You’ll get a confirmation shortly.
Hi Sophia, thanks for reaching out to Summit about furnace replacement. When is a good time for a quick visit?
Can you send a price first?
Great — I’ve put you down. You’ll get a confirmation shortly.
Honestly disappointed — the unit is still not working properly.
AI suggestion ready — review before sending
Sophia AllenCustomerScore 76• Wants it soon (“within a month”)• Asked for a price or quote• Is the decision maker
Appointments
Booked means confirmed by the calendar
Availability, time zones, reminders, rescheduling and no-show recovery.
- Pending never looks like confirmed
- Double-booking prevention
- Reminders and no-show follow-up
- Linked to the lead and the deal
Appointments Search
Duct cleaning visit — Ryan JohnsonWed 8:00 AMConfirmed
Electrical panel upgrade visit — James AllenThu 8:00 AMPending
Furnace replacement visit — Ethan AllenThu 1:00 PM · calendar not syncedPending
Maintenance plan visit — Emily TurnerFri 10:00 AMConfirmed
Water heater install visit — Grace DavisFri 1:00 PMPending
Pipeline & Quotes
Every deal’s real state and next step
Stages, values, close dates, risks, quotes and approvals — in board or table view.
- Stalled-deal alerts
- Discounts above your limit need approval
- Quote versions and view status
- Win and loss reasons recorded
Sales Pipeline Search
Qualified 29
$61,760Maintenance plan — Turner$300
Electrical panel upgrade — Carter$2,880
Duct cleaning — Martinez$480
Proposal 11
$35,610Furnace replacement — Allen$9,220
Maintenance plan — Mitchell$230
Furnace replacement — Patel$6,490
Negotiation 6
$4,600Maintenance plan — Northgate Offices$200
Water heater install — Rivera$1,470
Plumbing leak — Walker$570
Won · 30 days 28
$68,310Duct cleaning — Rivera$530
Electrical panel upgrade — Walker$3,560
Furnace replacement — Hill$8,960
Workflow Studio
Describe a goal. Simulate. Launch.
Start from a template or plain words — never from a blank canvas.
- Triggers, conditions, delays, branches, approvals
- Recipient preview and cost estimate
- Shadow mode before real sends
- Version history and safe rollback
Workflow Studio Search
TriggerLead quiet 14 days
ConditionHas consent · not opted out
ActionDraft follow-up
ApprovalOwner reviews
GoalBooking confirmed
Simulation first — nothing is sent until you launch
AI Workforce
AI employees you can see and stop
Each with a mission, tools, budget and an autonomy level you control.
- Five levels from Suggest to Policy-bounded
- Sensitive actions always need approval
- Every action logged with cost
- Pause any agent in one click
AI Workforce Control Room Search
Lead IntelligenceScores every new lead and explains whyExecuteActive
First ResponseDrafts the first reply to new inquiriesAsk approvalActive
Lead QualificationAsks only the missing qualifying questionsDraftActive
Lead RecoveryFinds forgotten leads and prepares follow-upsAsk approvalActive
Sales EngagementRuns follow-up sequences and stops on replyAsk approvalActive
Appointment CoordinatorOffers times, books and remindsAsk approvalActive
Sales AssistantPrepares next steps, notes and proposalsSuggestActive
Revenue Intelligence
What actually turned into money
Funnel, sources, recovery outcomes, costs and recorded payments.
- Estimates, attributed and recorded kept apart
- Cost per qualified lead and per booking
- Filters by source, owner, channel and stage
- Open the records behind any number
Revenue Intelligence Search
Recorded payments by month
AugSepOctNov
Leads by source
Website form81
Phone call47
Ads47
Referral30
Email23
Integration Center
Connection health in plain words
Last sync, permissions, errors and a reconnect button — never a silent failure.
- Test connection
- Expired tokens flagged at once
- Retry and reconcile safely
- Disconnect and revoke anytime
Integration Center Search
Sample email sandboxConnected
Sample SMS sandboxConnected
Sample calendar sandboxConnected
Sample ads lead syncExpired
Website form (built-in)Connected
SalesforceNot connected
Also built in
Quotes and approvals, customer success, cost control, security, global settings and billing.
See your lead-to-revenue flow in one place
Open the sample business — no sign-up, nothing to install.