Total Leads
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Active Deals
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Modules Active
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Avg ICP Score
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Avg BANT Score
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Avg Engagement
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Lead Pipeline Funnel
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Active Modules
Recent Leads
| Lead | Company | Industry | Status | ICP Score | Overall Score | Assigned To |
|---|---|---|---|---|---|---|
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Total: — leads
| Lead | Company | Industry | Status | ICP Score | Overall Score | Assigned To |
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🔍 Auto-identifies leads from web, LinkedIn, and public databases. Scores each against your ICP and optionally enriches with company background.
Discover New Leads
Generated Leads (—)
| Name | Phone | Company | Industry | Location | ICP Score | Source | Actions | ||
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✅ Evaluates leads using BANT (Budget, Authority, Need, Timeline) via Claude AI. Qualified leads are routed to Sales or Pre-Sales.
Leads Pending Qualification (—)
| Name | Company | Status | ICP Score | BANT Score | Assigned To | Action |
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📣 Auto-personalises outreach via Email, WhatsApp, LinkedIn using Claude AI. Tracks open/click/reply rates and maintains heat scores.
Engaged Leads (—)
| Name | Company | Heat | Engagement Score | Sent / Opened / Replied | Last Contacted | Actions |
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📬 Drip Campaigns
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📞 Manages active deals, logs and analyses sales calls, and predicts deal win probability using Claude AI.
Active Deals (—)
| Title | Value | Stage | Win Probability | Assigned To | Actions |
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🔬 Auto-analyses client business profile, maps needs to INT services, and generates a Pitch Readiness Brief for your sales team.
Company Research
📈 Identifies upsell and cross-sell opportunities in existing client accounts using AI analysis of account history and service gaps.
Existing Clients
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Total Account Value
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Closed Won Value
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Client Accounts
| Company | Industry | Account Value | Services Used | Engagement | Actions |
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📝 Ideas & Notes
Write and save your ideas as markdown files.
Saved Notes (—)
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📝
Select a note to edit
or click + New Note to create one
📁 Documents
Shared folder — all users can upload and download files. Max 20 MB per file.
Files (—)
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My Profile
SA
Super Admin
super_admin
Account Info
Username: —
Email: —
Role: —
Last Login: —
Member Since: —
Total: — users
| User | Username | Role | Department | Modules Access | Status | Last Login | Actions |
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Audit Log
| Time | Action | Target | Details |
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