Your funnel, end to end
Research a prospect, draft brand-aware outreach, approve it, send it, track it — all in one place.
01
Research
Build a prospect's personalized preview link + outreach.→
02
Approve
Drafts land in the queue — you review, edit, sign off.→
03
Send
Copy the approved message and send it yourself.→
04
Track
Log it in the tracker; auto-score who's ready.
Your toolkit
Every tool in one place. Build outreach and approve it on the tabs above; launch the rest here.
Sales CRM & Pipeline
Lead profiles, stages, owners, discovery & tasks.
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Lead Generator
Multi-source prospect searches + fit-scoring.
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Recruiter Network
17 staffing firms as a referral channel, with pitches.
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Account Management
Client accounts + support tickets for the life of each client.
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Client Portal — Admin
Live client tickets: triage, reply, change status. The real source of truth.
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Client Portal — Client view
What clients see when they log in to submit & track requests.
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Guided Intake
Answer questions → auto-scored lead, link & opener, into the CRM.
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Outreach Builder
Personalized link + message sequence per lead.
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Approval Queue
Review & approve drafts before they send.
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Live Brand Preview
A dashboard in the prospect's own brand.
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Lead Tracker
Pipeline + auto-scoring spreadsheet.
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Agent Roadmap
The build plan for the whole stack.
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Outreach Playbook
Scripts, funnel, discovery + KPIs.
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Value Prop Canvas
Who we sell to and why they buy.
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Build outreach
Enter a prospect → personalized preview link + brand-aware messages. Push any message to the Approval Queue.
★ Personalized preview link
Connection request Touch 1
First message Touch 2
Value + preview Touch 3
The ask Touch 4
Cold-call opener phone
Approval queue
Drafts from Build Outreach land here. Review, edit, approve, mark sent. Nothing sends on its own.
Live preview tool
The same interactive dashboard prospects see. Build a prospect on the Build tab, then hit "Open" to load theirs.