1A message arrivesWhatsApp, Telegram, email, form.
2SortedMatched to the customer.
Housekeeping agent
Housekeeping agent
3AnsweredReply in 1 minute.
Front desk agent
Front desk agent
4A person closesAlerted at intent 4 of 5.
Sales workflow
InboxWhatsApp, Instagram, website and email in one placeScreen
Inbox
5 conversations · 3 unread
AIFront desk agent
38 replies today21 matched to existing contacts2 drafts waiting
Richard Roe
Existing contact · matched by phone
Hi, found you on acme.com.sg. Can you build a dashboard for our sales team?09:31
Hello Richard. Yes. How many people use it, and which tools do you use today?09:31 · Agent
12 people. Sales sits in spreadsheets and WhatsApp.09:40
We would like it live by December.09:42
AI draftDecember works. Max will call you today to confirm scope. A fixed-price proposal follows by Monday 5 Oct.
Lead managementEvery lead sorted by readiness, with the next actionScreen
Lead management
16 open leads · S$224,300 estimated
AIFront desk agent
18 leads scored today4 handed to a person0 unanswered over 1 h
| Lead | Wants | Source | Intent | Stage | Owner | Next action | Est. value | Last contact |
|---|---|---|---|---|---|---|---|---|
| Richard Roe | Dashboard | New | AI | Reply to first message | S$18,000 | 2 Oct | ||
| Mary Major | WhatsApp agent | Website form | Qualifying | AI | Confirm scope and timing | S$9,000 | 2 Oct | |
| Joe Bloggs | Website | AI search | New | AI | Reply to first message | S$6,000 | 2 Oct | |
| John Doe | AI search | Meeting set | Max M. | Prepare walkthrough | S$24,000 | 1 Oct | ||
| Erika Mustermann | Dashboard | Referral | Qualifying | AI | Confirm scope and timing | S$12,000 | 1 Oct | |
| John Smith | Accounting agent | New | AI | Reply to first message | S$15,000 | 1 Oct | ||
| Fred Nurk | Website | AI search | Proposal | Max M. | Follow up on proposal | S$22,000 | 30 Sep | |
| Juan Pérez | WhatsApp agent | Website form | Qualifying | AI | Confirm scope and timing | S$9,000 | 30 Sep | |
| Ola Nordmann | Dashboard | Meeting set | Max M. | Prepare walkthrough | S$26,000 | 29 Sep | ||
| Mario Rossi | AI search | Referral | New | AI | Reply to first message | S$4,800 | 29 Sep | |
| Taro Yamada | Website | AI search | Won | Max M. | Hand over to Operations | S$7,500 | 27 Sep | |
| Jan Kowalski | Dashboard | Qualifying | AI | Confirm scope and timing | S$19,000 | 27 Sep | ||
| Tommy Atkins | WhatsApp agent | Website form | New | AI | Reply to first message | S$8,000 | 26 Sep | |
| Ivan Ivanov | Accounting agent | Event | Meeting set | Max M. | Prepare walkthrough | S$15,000 | 25 Sep | |
| Kari Nordmann | Website | AI search | Proposal | Max M. | Follow up on proposal | S$6,500 | 24 Sep | |
| Hans Meier | Dashboard | Referral | Qualifying | AI | Confirm scope and timing | S$21,000 | 24 Sep | |
| Pierre Dupont | AI search | Won | Max M. | Hand over to Operations | S$4,800 | 22 Sep | ||
| Jón Jónsson | WhatsApp agent | Meeting set | Max M. | Prepare walkthrough | S$9,000 | 21 Sep |
CalendarCalls, walkthroughs and visitsScreen
Calendar
AIFront desk agent
9 meetings booked by the agent in Oct
October 2026
17 items
Mon
Tue
Wed
Thu
Fri
Sat
Sun
28
29
30
1
2Discovery call · R. Roe
3
4
5Kick-off · J. DoeProposal due · R. Roe
6Walkthrough · J. Bloggs
7
8Walkthrough · E. Mustermann 15:00Follow up · M. Major
9Discovery call · J. Kowalski
10
11
12Proposal due · W. J. Smith
13Walkthrough · T. YamadaDiscovery call · J. JónssonFollow up · M. Rossi+1 more
14
15Walkthrough · F. Ismail
16
17
18
19Follow up · H. Meier
20
21Discovery call · D. Lestari
22
23
24
25
26
27Renewal · K. Nordmann
28
29Walkthrough · N. Huda
30
31
1
2 Oct Discovery call · R. Roe
5 Oct Kick-off · J. Doe
5 Oct Proposal due · R. Roe
6 Oct Walkthrough · J. Bloggs
8 Oct Walkthrough · E. Mustermann 15:00
8 Oct Follow up · M. Major
9 Oct Discovery call · J. Kowalski
12 Oct Proposal due · W. J. Smith
13 Oct Walkthrough · T. Yamada
13 Oct Discovery call · J. Jónsson
13 Oct Follow up · M. Rossi
13 Oct Call · H. T. Atkins
15 Oct Walkthrough · F. Ismail
19 Oct Follow up · H. Meier
21 Oct Discovery call · D. Lestari
27 Oct Renewal · K. Nordmann
29 Oct Walkthrough · N. Huda
Call or walkthroughFollow-up or deadline
PipelineDeals by stage, with value and next stepScreen
Pipeline
S$224,300 open · 5 stages
AIAnalyst agent
6 deals moved stage this week2 proposals past 7 days
New5 · S$51,800
Richard Roe
DashboardS$18,000
WhatsApp
Joe Bloggs
WebsiteS$6,000
AI search
John Smith
Accounting agentS$15,000
Email
Mario Rossi
AI searchS$4,800
Referral
Tommy Atkins
WhatsApp agentS$8,000
Website form
Qualifying5 · S$70,000
Mary Major
WhatsApp agentS$9,000
Website form
Erika Mustermann
DashboardS$12,000
Referral
Juan Pérez
WhatsApp agentS$9,000
Website form
Jan Kowalski
DashboardS$19,000
WhatsApp
Hans Meier
DashboardS$21,000
Referral
Meeting set4 · S$74,000
John Doe
AI searchS$24,000
WhatsApp
Ola Nordmann
DashboardS$26,000
WhatsApp
Ivan Ivanov
Accounting agentS$15,000
Event
Jón Jónsson
WhatsApp agentS$9,000
Email
Proposal2 · S$28,500
Fred Nurk
WebsiteS$22,000
AI search
Kari Nordmann
WebsiteS$6,500
AI search
Won2 · S$12,300
Taro Yamada
WebsiteS$7,500
AI search
Pierre Dupont
AI searchS$4,800
WhatsApp
AccountsEvery customer, their health and next stepScreen
Accounts
7 customers · 2 going quiet
AIAnalyst agent
2 accounts going quiet2 VIPs by rule
| Customer | Since | Projects | Billed | Last contact | Health | Next step |
|---|---|---|---|---|---|---|
| John Doe VIP | Mar 2025 | 3 | S$41,000 | 1 Oct | Active | Send kick-off agenda by 3 Oct |
| Mario Rossi VIP | Jul 2025 | 4 | S$22,500 | 2 Oct | Active | Offer Q1 AI search renewal |
| Erika Mustermann | Jun 2025 | 2 | S$18,000 | 1 Oct | Active | Invoice milestone 3 at go-live |
| Juan Pérez | Nov 2024 | 2 | S$14,000 | 21 Jul | At risk | Check in: no contact in 73 days |
| Tommy Atkins | Jan 2026 | 1 | S$7,500 | 2 Sep | Quiet | Offer the AI search add-on |
| Kari Nordmann | Sep 2025 | 1 | S$6,500 | 12 Sep | Quiet | Call: no reply in 20 days |
| Taro Yamada | Aug 2025 | 1 | S$4,800 | 30 Sep | Active | Collect S$800 balance by 5 Oct |
Customer profilePeople, chats, projects and invoices on one pageScreen
John Doe
Customer since Mar 2025 · 3 projects · S$41,000 billed · VIP
AIAccount agent
1 summary updated today1 next step suggested
Where we left off
AI
- Signed the sales dashboard proposal, 1 Oct.
- Deposit S$9,000 paid, 1 Oct.
- Kick-off Monday 5 Oct, 10:00.
People
| Name | Role | Channel |
|---|---|---|
| John Doe | Operations director | |
| Anna Svensson | Finance | |
| Paul Martin | Sales lead |
Projects
| Project | Stage | Value |
|---|---|---|
| Sales dashboard | Scope | S$24,000 |
| WhatsApp agent | Live | S$12,000 |
| Website | Live | S$5,000 |
Timeline
1 OctDeposit received · S$9,000
30 SepProposal signed · email
24 SepWalkthrough · 45 min
18 SepReferred Mario Rossi