⌘K
Welcome back
Here's what's happening today across your workspace.
Total contacts
—
loading…
Upcoming meetings
—
loading…
Messages sent
—
loading…
Active drips
—
loading…
Recently added contacts
View all →
Loading…
Upcoming
View all →
Loading...
Recent sends
View analytics →
Loading…
Active enrollments
Manage →
Loading…
Contacts
12,448 total · 248 added this week
| Name | Phone | Tag | Score | Last activity |
|---|
Inbox
12 unreadSC
Sarah Chen
+1 (415) 555-0142 · sarah@chen.co
Hey! Wanted to check on the proposal you sent last week 🙂
Hi Sarah! Yes — sending a quick walkthrough video by EOD. Anything specific you'd like me to cover?
Pricing tiers and onboarding timeline mostly. My team wants to start in May.
Nova suggested reply →
Perfect — May works great. I'll include both tiers and a sample onboarding plan. Quick call Thursday at 2pm to walk through?
Calendar
Your upcoming appointments — synced with Google Calendar
Upcoming appointments
Loading...
Tip: ask Andy to "book a 30-min call with [contact] tomorrow at 2pm" — it'll appear here.
Opportunities
$84,420 in pipeline · 108 active deals
Automations
Drip campaigns · loading…
Email templates · sent via AgentMail · click to expand
Loading…
SMS templates · sent via Twilio · click to expand
Loading…
Active enrollments (all channels)
Loading…
Tip: ask Andy to "enroll Sarah Chen in welcome_series" or "enroll Marcus in sms_quick_followup".
Analytics
How your drip campaigns are performing.
Total messages sent
—
all time
Emails sent
—
via AgentMail
SMS sent
—
via Twilio
Active enrollments
—
in progress
Top campaigns by sends
Loading…
Recent sends
Loading…
Lead Form
Share this link — anyone who fills it out lands in your Contacts automatically.
Your shareable link
https://resilient-rabanadas-c5194f.netlify.app/optin.html
Preview
What it collects
${[
['user','First & last name'],
['mail','Email address'],
['phone','Phone number'],
['building-2','Company'],
['list','Interest / campaign selection'],
['message-square','Optional message / notes'],
].map(([icon, label]) => `
${label}
`).join('')}
What happens when someone submits
${[
['check-circle','Added to your Contacts instantly'],
['git-branch','Auto-enrolled in the drip they selected'],
['bell','You get a live notification here in the CRM'],
['message-circle','Their message is logged to your Inbox'],
].map(([icon, label]) => `
${label}
`).join('')}
Turn it into a QR code
Paste your link into qr.io or qr-code-generator.com to generate a scannable code — perfect for business cards, presentations, or printed materials.