Step 3 · Answered · Sales
Lead management
Every lead sorted by readiness, with the next action.
Every workflow is custom built for you.
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 |
How it works ↓
The screen
What it does
What your team and the agents do on this screen.
- 01One listEvery lead, sorted by how ready they are to buy.
- 02ReadinessCounts the details collected: need, budget, timing, size, contact.
- 03Buying signalsPrice, visit or sample requests scored separately.
- 04Alert a personAt 4 of 5 details, or any buying signal.
- 05Handover briefA copy-ready summary for the sales person.
Analytics
What it measures
Reported on the screen and in the morning brief.
- 01Leads by readiness
- 02Time from enquiry to handover
- 03Handovers by owner
- 04Why we lose: reason, owner and fix
Accurate data
How we keep it right
Every number traces back to where it came from.
- 01Counted, not guessedReadiness comes from the answers given.
- 02QuotedEvery signal links to the message it came from.
- 03Fixed listLoss reasons come from one list, so they can be compared.
- 04Stale flagLeads with no contact for 7 days are flagged.