Live sample. Click around — the tabs on the left switch views. On Leads, open any prospect to see the research dossier, the vetting, the outreach draft, and the call script the engine wrote from it.
New leads
21+5
last 30 days
Assessments booked
6+2
this month
Pipeline value
$310k
annual contract value
Avg. reply time
4 min
auto-first-touch
Seats managed
412+48
all clients
Pipeline
8 active · click any row to open the lead| Client | Service | Value | Stage |
|---|---|---|---|
| Halloway Dental Partners | Managed IT + HIPAA support · annual | $46,800/yr | Agreement signed |
| Castellane & Obi LLP | Co-managed IT · annual | $31,200/yr | Agreement signed |
| Pemberton Kraus CPAs | Microsoft 365 migration + managed IT | $27,600/yr | Proposal sent |
| Larkspur Literacy Coalition | Managed IT · 3-year RFP | $21,600/yr | Assessment booked |
| Orrin Ridge Systems Group | Managed IT + CMMC readiness support | $52,800/yr | New lead |
| Glenmoor Residential Management | New-office setup + managed IT | $30,000/yr | New lead |
| Wexford Hill Day School | Managed IT · annual (staff + classrooms) | $64,000/yr | Onboarded |
| Marrow & Lisle Architects | Managed IT · annual | $36,000/yr | Proposal sent |
Upcoming meetings
Automations running
- Missed-call text-backActive
- New-lead instant replyActive
- Review request after onboardingActive
- Contract renewal reminder · 90 daysActive