Lead Dashboard
Every lead — chat, phone, or calendar booking — in one simple inbox. No CRM required.
Most small businesses lose leads because they live in three different places: voicemail, email, and a sticky note on the counter. We give you one clean dashboard that pulls in every lead your AI captures — from the website chat, the phone receptionist, and any Google Calendar booking — and rolls them into a digest email once a week (or once a month, your call). If you already use a CRM, we can push into that too.
Book a 15-min walkthrough →We do this in English and Spanish.Lo hacemos en inglés y español — see our bilingual service →What's included
Everything. No add-ons.
One inbox for every lead
Chat conversations, phone captures, and calendar bookings all land in one dashboard with the caller's name, phone, and what they wanted.
Weekly or monthly digest email
Instead of a ping every time a lead comes in, you get one tidy summary — Monday mornings or the 1st of the month. Your choice, changeable any time.
Works with your CRM — or replaces it
Don't have a CRM? This is it. Already using HubSpot, Pipedrive, or a Zapier flow? We push leads into that too.
How it runs
From yes to live in a week.
- 1
You log in and see every lead the AI has captured this week, oldest to newest — with the transcript, contact info, and where they came from.
- 2
You pick your digest frequency in settings — weekly, monthly, or off. We email you a clean summary on schedule.
- 3
You mark leads as contacted, add notes, or export to CSV. If you use a CRM, we push new leads there automatically.
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