Unified Inbox & Lead Timeline
Email, WhatsApp, LinkedIn, and Voice Calls Are Stitched Into A Single, Clean
Conversation View—Powered By AI That Prioritizes Hot Leads, Suggests The
Next Best Step, And Keeps Your Pipeline Moving.
Watch 2-minutes Demo
★★★★★ 2,000+ USERS
Smart Side Panel
Lead profile, deal stage, last intent signal, AI summary, and Next Best Action (e.g., “Send proposal,” “Book call,” “Drop WA nudge”).
Unified Thread
Emails, WA replies, LinkedIn touches, call transcripts/notes, proposals viewed, bookings—all in one place.
Activity Timeline (Audit-Clean)
Source → captured → verified → sent/open/click → reply → call outcome → proposal viewed (time-on-page) → meeting booked → stage moved.
Why It Matters (Benefits)
Zero lead leakage Nothing falls through the cracks—every touchpoint is tracked and actionable.
Faster follow-ups: AI highlights who to contact now based on intent (opens, clicks, time on proposal, missed calls).
Closer collaboration: Assign owners, @mention teammates, and hand off context without switching tools.
More closes, less chaos: One screen to respond, schedule, send proposals, or trigger a voice follow-up.
Key Capabilities
Priority Queue
Auto-ranks leads by intent & recency (open/click heat, proposal dwell time, reply sentiment, missed call).
AI Assist
1-click summary, suggested reply, objection handle, or "insert dynamic proposal".
One-Click Actions
One-click actions: Email/WA reply, call now, drop proposal, book demo, qualify/disqualify, snooze, move stage.
Search & Filters
Channel, Owner, Stage, Playbook, Tag, Intent, Date—Save Views For Daily Ops.
Collaboration
Collaboration: @mentions, internal notes, collision alerts, assignments, SLAs.
Guardrails In-Thread
Unsubscribe status, consent (GDPR/TCPA), WhatsApp template approval, DNC & number reputation badges.
Lead Timeline (Instant Truth)
A chronological, tamper-proof history of every signal
Acquisition: Finder v2, Widget, Chrome Capture, CSV (with verification status)
Engagement: Sends, opens, clicks, reply types, WA templates sent/approved
Voice: Call placed/connected, outcome, transcript snippet, retry status
Proposals & Meetings: Proposal sent/viewed (time), booking created, payment link opened
Pipeline events: Stage changes, owner changes, automations fired
For Agencies & Teams
Client workspaces: Switch accounts fast; keep data cleanly separated.
Permissions: Roles for owners, reps, collaborators, and read-only clients.
SLA dashboards: First-response time, backlog, owner workload, hot-lead queue.
Analytics That Matter
Response time & win rate by channel
Lead-to-meeting velocity and meeting-to-close influence
Top objection patterns and assist usage (what AI suggested vs what closed)
How it works with your Agents
Agents pause automation when a human engages, and resume if it goes quiet.
Agents can auto-reply within guardrails or escalate to human with context.
Every action is logged to the Lead Timeline for complete visibility.
