Dashboard
Live overview of your lead gen engine
Inboxes
Sending accounts — SMTP/IMAP credentials are AES-encrypted at rest
| Account | SMTP | Daily Usage | Status | Actions |
|---|---|---|---|---|
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Sequences
Multi-step email templates — use {{first_name}}, {{company}}, {{page_url}}, {{sender_name}}
| Name | Steps | Created | Actions |
|---|---|---|---|
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Campaigns
Connect a sequence to a sending inbox and launch
| Name | Sequence | Sent | Opens | Clicks | Replies | Status | Actions |
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Prospects
Import batches — click any card to view contacts
Media Library
Images stored as base64 — use the URL in email templates or copy the embed tag
System Logs
Real-time activity from sequencer, IMAP poller, and server
| Time | Level | Source | Message | |
|---|---|---|---|---|
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Inbox
Classified replies from your lead gen campaigns — click any row to see the full message
| Time | Prospect | Campaign | Subject | Category |
|---|---|---|---|---|
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Design Lab
Scrape any URL and build a redesigned homepage to test and iterate on templates
CRM Dashboard
Today's automated activity — never self-reported
| Rep | Role | Dials | Connects | Connect % | Bookings | Closes |
|---|---|---|---|---|---|---|
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Active List
Your assigned contacts — log calls, book demos, close deals
| Company | Phone | Call 1 | Call 2 | Demo | Stage | Follow-up | Status | Notes | |
|---|---|---|---|---|---|---|---|---|---|
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Contacts
Deduplicated by email — every touchpoint lives under one record
| Name | Phone | Company | Source | Open Deals | Assigned | ||
|---|---|---|---|---|---|---|---|
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Deals
Pipeline board — drag between stages or use the card menu
Calls & Activity
Log a call, note, or follow-up — automated dial/connect counts come straight from this feed
| Time | Type | Outcome | Summary | Rep | |
|---|---|---|---|---|---|
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Daily Sign Off Log
End-of-day 3-question check-in — separate from automated activity numbers
| Date | Went Well | What's Going On | Improve Tomorrow | Live? |
|---|---|---|---|---|
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Commissions
Forecast at proposal stage · Earned at close · Booker/closer split + manager override
| Contact | Service | Deal Value | Status | Rate | Booker Cut | Closer Cut | Override |
|---|---|---|---|---|---|---|---|
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Team
Manage reps, roles, commission tiers, and access
| Name | Phone | Role | Tier | Hrs/Day | Status | Twilio # | Actions | |
|---|---|---|---|---|---|---|---|---|
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| Number | Status | Assigned To | Assign / Reassign |
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