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Dashboard
LIVE$48.2K↗ 21.4%
312↗ 18.7%
86↗ 12.2%
2.8sAI avg
✦AI insight: Marina service leads are converting 31% faster after Alessa started instant callbacks.
Conversations
4 UNREADJM
Jordan M.Can we move the consult to Friday?
TR
Taylor R.Estimate looks great. Sending today.
ML
Morgan L.Need pricing for the marina package.
Can we move the consult to Friday at 2 PM?
Absolutely. I just moved it and sent the updated invite.
Perfect. Thank you!
Type a message...
↑
Opportunities
$42.5K OPENProposal Sent
4 opportunities
$17.8K4 opportunities
Estimate Sent
2 opportunities
$24.7K2 opportunities
Harborview CRM BuildHarborview Properties · Estimate viewed 2x
$15,200
Coastal Analytics SetupCoastal Analytics LLC · Follow-up today
$9,500
Northwind UpgradeNorthwind Logistics · Proposal accepted
$6,500
Calendar
TODAYSMTWTFS
Tuesday, July 285 events
Harborview onboarding callAlessa confirmed by phone
Estimate review · NorthwindDecision maker attending
Content approval3 social posts waiting
Coastal Analytics kickoffAI agenda drafted
Missed-call recovery blockAlessa watching hot replies
Estimates
ALL TIME▤12 Sent$48,200.00
✓7 Accepted$31,750.00
✕2 Declined$6,400.00
$5 Invoiced$22,900.00
▤
Harborview CRM BuildHarborview Properties
$15,200
SENT
SENT
▤
Northwind UpgradeNorthwind Logistics
$6,500
ACCEPTED
ACCEPTED
▤
Coastal Analytics SetupCoastal Analytics LLC
$9,500
FOLLOW UP
FOLLOW UP