Dashboard
View OnlyGood morning
Here is your pipeline overview for today.
Pipeline Stages
Recent Deals
AI Pipeline Intelligence
Reads your real deals and follow-ups, tells you what's healthy, what's at risk, and one thing to focus on this week.
Team Leaderboard
Deal Velocity
Team Activity
Bulk Outreach
Draft one message with AI, personalized per contact, then send by email. Real limit: roughly 100 emails/day on a free Gmail account — this is bulk send, not scheduled campaigns.
Uses {{name}} and {{company}} — filled in automatically per contact.
Contacts
| Name | Company | Phone | Location | Status | Actions | |
|---|---|---|---|---|---|---|
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Deals
| Deal Name | Company | Stage | Value | Owner | Next Step | Actions |
|---|---|---|---|---|---|---|
| Loading deals... | ||||||
Pipeline Board
Revenue Forecast
A realistic, weighted estimate based on each open deal's actual stage — not the same as the raw total value of everything in the pipeline.
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Add New Contact
Contact is saved directly to Contacts_DB in your Google Sheet.
Add New Deal
Deal is saved to Deals_DB and appears on the pipeline board.
Follow-Ups
A simple reminder list — add one manually, or move a deal to the 'Follow-up' stage to create one automatically.
Your Reminders
Sequences
Define a real multi-step outreach sequence once, then enroll any contact — the daily automation sends whichever step is due, and stops automatically if they reply.
Create a Sequence
Your Sequences
Import Contacts
Paste one contact per line, comma-separated: Name, Company, Email, Phone, Location, Industry. Company and later fields are optional.
Your Team
Anyone who signs up with this code sees the exact same contacts and deals as you — a shared team CRM, not separate copies.
Custom Fields
Add up to 3 fields specific to your business — they'll show up on every contact for your whole team.
Team Members
Members can add and edit everything. Viewers can see everything but can't make changes — useful for an investor, manager, or anyone who just needs visibility.
WhatsApp Automated Sending
Connect your own WhatsApp Business number to send messages directly from this app, with no manual step. Genuinely optional — quick-contact WhatsApp links keep working with no setup at all.