MAIN PLATFORM

Dashboard Lead ScraperHOT CRM SystemPRO GBP ManagerLive API

Automation Dashboard Workflow Builder Scheduled Jobs Trigger Manager Webhook Manager Email Automation CRM Automation Lead Assignment Rules AI Automation Notification Center

TOOL SUITES & AI

AI Strategy Generator Content Brief Generator SEO Content Writer Local Landing Page AI Review Response AI GBP Post Generator Local FAQ Generator Schema Builder & AI Assistant Meta Title & Description

Reports & Analytics

AGENCY & SYSTEM

Agency Overview Clients Directory Team Members Client Portal Billing & Subscriptions White Label Studio Activity Center Documents & Contracts

Profile Workspace Credits & Usage Billing & Plans Integrations Hub API Keys Notifications Security & Access Team Settings Advanced

Design SystemUI/UX

UK

Usama Khalid

Agency Admin

⌘K

4,850Credits

CRM DashboardOverview Client Directory & Pipeline5 Active Tasks Console3 Due Sales Team & Roles Activity Timeline Automation Rules Notes Repository Files & Audits Invoices & Deals Contracts Messages & Inbox Meetings Calendar Sales Analytics

CRM Task Management Console

Assign sales tasks, set due dates, manage priority queues, and track team execution.

Create & Assign New Task

Send Custom GBP Rank Grid Proposal

Associated Lead: Biscayne Dental Center

Assigned to: Sarah JenkinsDue: TodayHigh

Finalize Contract Terms for NYC Expansion

Associated Lead: Manhattan Emergency Plumbing

Assigned to: Marcus VanceDue: TodayHigh

Follow up on Proposal Review Call

Associated Lead: Brickell Family Dental

Assigned to: Alex MorganDue: TomorrowHigh