Sample workspace — the story tour runs across Inbox, Pipeline, Calendar, Automations, LedgerAI, and more. Try Run full demo in the header for autopilot, or click Next in the tour. Upgrade for your own data.
Coach · Move leads through stages from New to Closed. Track deal progress and spot stuck deals.
Pipeline
Demo dataValue: $86.6KWin prob · 64%
Stages mirror production — drag-and-drop is live in your workspace.
New
Facebook Ad Lead
Kitchen Remodel
Website Form
Roof Leak
Jordan Blake
Roofing Quote
Contacted
John Davis
HVAC Repair
Sarah Williams
HVAC Tune-Up
Qualified
Sarah W.
HotPlumbing Upgrade
Mike R.
HotKitchen Remodel
Proposal
Mike R.
HotKitchen Remodel
$12,500
Ashley Homes LLC
HotFull Renovation
$45,000
Closed
Lisa T.
Roof Replacement
$8,200
Daniel Perez
HVAC Install
$6,400
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