Demo Mode — This is a preview of your CRM dashboard
SC

Reports

Avg Time to Closei
18 days
Response Timei
< 30 sec
AI Receptionist
Total Revenue
$386,000
Win Ratei
62%

Revenue by Month

$0K$25K$50K$75K$100K$28KNov$55KDec$42KJan$72KFeb$89KMar$100KApr

Close Rate by Source i

Referral72%
Google58%
AI Receptionist51%
Website45%

AI Performance i

Calls Answered
142
Leads Captured
38
Appointments Booked
23
Reviews Generated
12
Time Saved This Month23 hours
14h calls + 6h follow-ups + 3h scheduling
AI handled 67% of all incoming communications

AI Business Advisor i

Analyze your data to find where you're losing revenue and what to fix first.

Available on Total Growth Plan
Example Analysis

“Where am I losing the most revenue?”

AI Business Advisor

Based on your last 90 days:

Biggest leak-$68,000

14 leads stalled in Estimate Sent for 7+ days with no follow-up. Estimated lost revenue: $68,000.

Fix: Your follow-up sequence should trigger at day 3, not day 7.

Second leak-$12,000

6 missed calls on Tuesdays between 12–1pm. Your AI caught 4 but 2 went to voicemail before the system was active. Estimated lost revenue: $12,000.

Fix: Already resolved — AI is now active 24/7.

Bright spot

Referral leads close at 72% vs 45%from website. Consider adding a referral incentive program — even $50 per referral could 3x this channel.

Total estimated recoverable revenue: $80,000· Analyzed from 36 leads over 90 days