| Company | City | ST | Local | Phone | Website | Trade | Rev | Status |
|---|
Signed customers and what they've actually paid.
| Company | Contact | Plan | Status | Setter | Paid | Since |
|---|
10% for three payments · 15% if the setter closed it too
| Rep | Months paid | Total commission |
|---|
Everyone can see this. So can everyone else.
The closest thing to a booked appointment. Don't let these slip.
| Due | Company | Phone | Note |
|---|
Pitch the $300. If they ask about anything above it — describe it, don't price it.
Say these right and you stop sounding like someone reading a script.
Live, straight from the database.
| Objection | Count |
|---|
Click any rep to see every call they made.
| Rep | Today | Week | Total | Connects | Conn % | Booked | Book % | Call later | Not int. | DNC |
|---|
Everything here shows on the team scoreboard.
Where the time and the connects actually go.
Reads your call data and tells you what to change.
Not connected yet — here's what slots in when you're ready.
Workspace-level configuration.
Set the booking link, choose who takes closing calls, and turn round robin on or off.
Wipe every call, booking and callback, and put all leads back in the pool. Clients and payments are kept.