See the modules at work, with sample data
These previews match the structure and terminology of the product and use invented data. Choose a module to see what it looks like and what it does.
- Proposal filed
- Call connected
- Form received
Records
One record per business
Every company becomes one record that follows the relationship from an unworked list entry, to an open prospect, to a customer account, or to lost. Contacts, notes, files, owner, next action and reminders live on that record.
Inquiry
Qualified
Proposal
Signed
Pipeline
Stages and next actions
Each record carries a next action and a date. The stage decides which queue a record appears in, which reminder applies and which automation, if any, runs next.
- CPCedar & Pine OfficesNext in queue · local time 10:12Ready
- RSRiverbend StorageCall-back due 10:30Call-back
- HSHarbor Street GroupLeft message earlierRetry
Dialer
Dialer and call queues
A dialing cockpit with a browser softphone and a work queue built from saved audiences. Each call ends in an outcome that updates the record, sets the next action and can schedule a call-back. Calls are logged and can be recorded, with recordings downloadable from the call log.
- JLJordan L.Can you send the quote?2
- MTMarcus T.Thanks!
SMS
SMS inbox
Reps text from their own number. A header icon shows unread messages, an inbox shows conversations beside the thread, and an Engagement tab on each record lets a rep text from the record itself. Shared templates with merge values, pictures and PDFs are supported.
Proposal · Lakeview Fitness Group
- PDF drafted
- Cover e-mail drafted
- Filed to the record
- Follow-up set: +3 days
Proposals
Proposals and quote follow-up
Builds a PDF proposal from the data on the record, drafts the cover e-mail, files the PDF back to the record and moves it to a follow-up stage with a date. Follow-up e-mails are drafted for the rep to review.
Service agreement
- Signed · filed to record
- Reminder sent
- Request sent
E-signature
E-signature requests
Sends agreements for signature through Dropbox Sign, tracks the request, reminds the signer and files the signed PDF back to the record.
| Work order | Site | Technician | Status |
|---|---|---|---|
| 2031 | Riverbend · North | Sam R. | Scheduled |
| 2030 | Cedar & Pine | Dee K. | Accepted |
| 2029 | Harbor Street | Unassigned | Open |
Work orders
Work orders, technicians and requests for quotation
Find technicians, issue work orders, request quotations and track which technician has accepted which job and when it is scheduled.
- FOpen houseSat 9:00 · PostQueued
- IBehind the scenesSun 12:00 · StoryQueued
Social
Social publishing
Connect Facebook, Instagram and LinkedIn pages. AI drafts posts and stories using your company's real logo, a person approves them, and publishing happens by a person's click. Videos can go out as Reels or video posts, and scheduled posts show on a calendar.
AI assistant
AI assistant
A chat assistant in the app answers questions from your own data: installs, open quotes and invoices, follow-ups, prospects, accounts, technicians and work orders. It respects each user's role and permissions.
Dashboard
Dashboard
A dashboard shows new prospects, activations by install date, pending installations and similar totals for the business.
| Permission | Rep | Manager | Admin |
|---|---|---|---|
| My prospects | ✓ | ✓ | ✓ |
| All accounts | – | ✓ | ✓ |
| Global activity | – | – | ✓ |
| AI assistant | ✓ | ✓ | ✓ |
Permissions
Granular permissions
Dozens of per-user permissions control every menu, list and tab. Some features carry their own permission, such as the AI assistant, the global activity feed and inbound call review.
All names, numbers and messages in these previews are invented sample data.
A live demonstration
Walk through it with your own workflow in mind
- One lead followed through the modules, in your industry's vocabulary
- The stages, outcomes and fields your team would actually use
- Which parts are core capabilities and which are configured with you
- Questions about integrations, permissions and rollout
Request a demonstration
Tell us about your operation and what you would like to see.