Loading your leads...
[name] you, [business], [owner], [trade], [town], [reviews], [flaw] the site problem, [phone] and [agency] from your Settings, and [booking], [proposal], [vsl], [coach_vsl] and [pay] from Settings, Links. Lines in (brackets) show as grey notes to yourself. Blank a box to go back to the default.Five things, and you know the whole CRM.
Import a CSV, add one by hand, or let the scraper send them in. Everything saves as you do it. Settings, Data downloads a backup any time.
Power dial works the list one lead at a time with the script on screen; calls ring out through your own phone. Emails send themselves once a day. Replies land on the lead and float to the top.
Open the profile from the card, send the DM, come back and move them along: Not DM'd, DM'd, Answered, Interested, Left on read, Loom sent, Call booked, Closed. The DM run does it in order with the follow-up scripts on screen.
Reports, This week: what went out, what came back and what it made, against last week, with the people waiting on you. Email it to yourself, or have it arrive on a schedule from Settings, Sending.
Drag a lead between columns as it progresses; on a phone, open the lead and change its status. Working as a team? Assign leads from the drawer and filter the list to yours.
The bubble at the bottom right answers from your CRM: who replied, who is waiting, what you collected. It runs on a free key you keep in Settings, Assistant.
Calls go out on your own number and cost nothing extra. No computer around? Open this page on your phone and tap Call instead.