See it work
The actual dashboard and report — walked through automatically.
Run the full daily sync
CRM sync, e-mail scan, activity scoring and today's report, in that order. You confirm the interval it will scan before anything is written to the CRM.
How it works
From new lead to next step, automatically.
Sync
Every lead, unified
Scan
Every inbox, summarized
Prioritize
Every contact, ranked
Report
Today’s plan, ready
Everything included
One workspace, not a bundle of add-ons.
Sync & data
One record per relationship
Website leads, bookings, and enrichment data resolve to the same contact — matched by e-mail, then name, then address.
Enrichment data, matched automatically
External records and signals are evaluated automatically and matched against a library of contact situations.
Prioritization
A ranked plan, not an inbox
Tasks and meetings split into Overdue, New, and Upcoming for every contact type.
Priority you can see the math on
Prioritized from pipeline stage, lead temperature, days overdue, and time since the last touch.
E-mail & mailboxes
E-mail that summarizes itself
New threads become a CRM note and a 3-day follow-up automatically, action item or not.
You choose what gets read
Tick which connected mailboxes are scanned. No mail passwords are ever collected or stored.
Engagement & automation
Engagement that updates itself
Every touch — calls, meetings, mailers — recalculates engagement and promotes leads.
Every run, on the record
Each run confirms its window, then writes a full log to a searchable, permanent archive.
Automatic, only if you want it
Set one time and timezone, or leave it off — nothing runs until you turn it on.
See it running on your own day.
Every feature above is one workspace — start with the plan that fits your team.