This week’s funnel
Your 400 this week
0 of 400 calls
This week vs goal
Lead pool
Calls per day — this week
Team right now
Team — this week
Ranked by callsActivity
Call outcomes — all time
Weekly target
0 hit · 0 shortAdd a team member
Create a login for a caller. They'll sign in with this email and password (they can't sign themselves up).
Team members
Tags are internal — only admins see this list. Type a tag and press Enter.
Websites script
The script your team reads from on calls.
Leadflow script
The script your team reads from on calls.
Sales tips
Tips and reminders for the team.
Ready when you are
Choose what to work above, then load your first lead.
Notes
How did it go?
Log that call — press one below, or hit 1–4.
The floor
Activity
Your interested clients
Everyone you marked Interested. Add a stage each time something happens.
Nothing here yet
Mark a lead Interested on the Dialler or the Leads tab and it appears here, ready to track.
Weekly history
Every week against the target, and the pattern behind it.
That week
The record
Oldest week on the left. Green hit the target, red missed it, grey is before they started. Three misses in a row is highlighted.
Counted from call outcomes logged in the CRM. A business rung more than once in different weeks is counted from its most recent call, so these figures can sit slightly under the dialler's own totals.
My pipeline
Your job is qualified meetings. This is every deal you own and what it needs next.
No deals yet
Mark a business Interested on the Dialler or Leads tab, then press Qualify on it in Outcomes. Once it is qualified it lives here.
Today’s meetings
Everything the agent found out, before you dial.
Coming up
Nothing else booked yet.
Follow-ups due
Nothing due. Every deal you own has a date in the future.
Sales funnel
The funnel
Agents
Closers
Why we lose deals
Commission owed
At risk
Nothing leaking. Every open deal has an owner and a next step.
Voicemails
Businesses that rang us back. Call them, then tick them off.
No voicemails waiting
When a business rings one of our numbers and leaves a message, it lands here.
Announcements
Updates, news and upcoming meetings for the team.
Nothing posted yet
Announcements from your manager appear here.
To close
Every business the team marked interested. Newest first.
Nothing to close yet
When a caller marks a business Interested, it lands here with their notes.
What we charge
Quote these on calls. Every package starts with a free homepage design — that's the offer that gets people to say yes.
Optional add-ons
Bolt on to any package. Good for raising the value of a deal once they're interested.
Handy on a call
Leadflow
The software that runs their business day to day. Monthly, recurring, and it sells itself the moment they admit how many calls they miss.
How to pitch it
Two plans, one story: stop the leak, then open the tap.
Lines that land
Add a client
Businesses you've won — track each one through the pipeline.
Clients
Where I am
My progress
My earnings
Added by your admin as you close deals.
My account
Set how you appear to the team and your personal weekly target.