The dashboard

Everything the agent heard. In one place.

Your team signs in to leads that are already qualified, calls that are already written down, and a follow-up schedule that runs itself.

The dashboard’s Home screen: a greeting with the day so far, the day’s calls, who to call back, the site visits coming up, the latest calls and the pipeline. Sample data for a made-up project in Mumbai. — Home: the day’s calls, who to call back, the visits coming up and the latest calls, each person’s own. Made-up sample data.

Leads

Every lead, in one list.

What each person is looking for, their status and when they were last spoken to, whether they came from Meta Ads, a portal export, a spreadsheet you imported or a call to your number. Filter it, search it, export it.

The Leads screen: every lead with what they are looking for, their status and when they were last spoken to, with filters and search. Sample data.

One lead

Everything about one person.

Open anyone to see their status and site visit, what they want in their own words, and every call with them. Call or WhatsApp them from the same card, or share the lead with a colleague.

One lead’s card: call, WhatsApp, share and edit; status, site visit, a summary of what they said, what they want, and every call with them. Sample data.

Calls

Every call, word for word.

Each call opens on what happened: whether it worked and why, how the caller sounded, the next step, the recording and the full transcript in the language it was spoken.

One call opened: whether it worked, how the caller sounded, a summary, the next step, the recording and the transcript as spoken. Sample data.

Follow-ups

The chase, written down.

Everyone with a number is called twice a day, at 10:00 and 15:00 to start with. A week with no answer moves both times an hour later, so a different part of the day gets tried. The calls stop the moment someone says they are not interested.

The follow-ups on the Calls screen: how the chase works, who is being called back and when, and how many were reached. Sample data.

Site visits

The week, lined up.

Visits buyers agree to on a call land here, day by day, marked confirmed or not. Your team can confirm, move or cancel one from here, and share a day’s list with whoever is at the site.

The Site visits screen: the week ahead, and each day’s visits with their time and whether they are confirmed. Sample data.

Insights

What is working, and when.

One sentence on the last two weeks, then the numbers behind it: calls made, picked up, interested and agreed to visit, the best day to call, how fast new leads are called, where the good leads come from, and what buyers ask about.

The Insights screen: a sentence on the last two weeks, calls made, picked up, interested and agreed to visit, and the best day to call. Sample data.

Campaigns, for working through an old list by name, and a Calling rules screen, with your do-not-call list and calling hours, are switched on per workspace. The do-not-call check and your calling hours apply to every workspace either way.

See it with your own leads.

We set up a workspace for your business, and you hear your agent before anything goes live.

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