Dashboard
Good morning, João! Here's your commercial overview.
Leads Management
Track and manage all your potential clients in one place.
All Leads
| Lead | Status | Source | Value | Actions |
|---|
Email Center
We're working on integrating Gmail and other email providers to let you send and track emails directly from your dashboard.
Email Automation
Create automated email sequences, drip campaigns, and follow-up workflows to nurture leads on autopilot.
Campaigns
Create and manage email marketing campaigns to reach your leads and contacts at scale.
AI Prospecting
Discover new leads with AI-powered company research.
Find New Prospects
Use the filters above to search for potential clients in your target industries and locations.
Select criteria and click "Find Prospects" to begin
Sales Pipeline
Track your deals through every stage of the sales process. Drag cards to update status.
Business Development Plans
Manage your sales tasks, strategies, and deal progress.
Calendar
Schedule meetings and track important dates.
Calendar Integration Coming Soon
Connect your Google Calendar or Outlook to see all your meetings in one place.
Settings
Manage your account and preferences.
Profile Information
JPG, PNG or GIF. Max 2MB.
Contacts
Manage your network, partners, and suppliers. Different from leads - these are existing relationships.
All Contacts
| Contact | Phone | Company | Type | Actions | |
|---|---|---|---|---|---|
No contacts yetStore information about your partners, suppliers, and network contacts |
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Companies
Track organizations you work with - customers, suppliers, partners, and prospects.
All Companies
| Company | Type | Size | Location | Contacts | Actions |
|---|---|---|---|---|---|
No companies yetTrack organizations you work with - customers, suppliers, and partners |
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Segments
Create groups to organize contacts and leads. Use for targeted outreach and campaigns.
No Segments Yet
Create segments to organize your contacts, leads, and companies into groups
Email Templates
Create reusable email templates to save time and maintain consistent messaging. Note: Email sending coming soon.
Filter Templates
No Templates Yet
Create email templates to save time and maintain consistent messaging
Deals
Track your sales opportunities and revenue pipeline. Deals track specific opportunities with values.
Pipeline View
All Deals
| Deal | Lead | Stage | Value | Probability | Expected Close | Actions |
|---|---|---|---|---|---|---|
No deals yetTrack your sales opportunities and revenue pipeline |
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CEO Dashboard
Your personal command center for tracking daily progress.
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