Good morning, Carlos
7 people showed interest since yesterday. Call these first.
Preview · sample data
This week
+ New campaign
Emails sent
2,140
Instantly + Klaviyo
Replies + clicks
63
▲ 18 vs last week
Hot leads
7
Call within 24 hours
Calls booked
4
2 with Steven
Monday CRM cost
$0
Replaced. You own this.
Hot leads, call nowAI researched
AR
Amber R. · Ridgeway Appraisal, OH
Clicked "UAD 3.6 by Nov 2" email · Today 9:14 AM · (614) 555-0142
AI: 3 appraisers on staff, ~45 orders/mo, still on old forms softwareCall now
DM
Dan M. · Summit Valuations, TX
Replied "What does it cost?" · Today 8:02 AM
AI: solo appraiser, posts about admin overload on LinkedInCall now
KP
Kim P. · Lakeshore Appraisers, MI
Scanned expo QR code · Booked a call for Thu 2:00 PM
AI: 2-person office, AMC + lender clientsView
Email calendarApprove once, it runs for 3 months
Mon
UAD 3.6: 26 days leftKlaviyo · Approved
Quick question, {first name}Instantly · Approved
Tue
Doug: 20s to 40+ a monthKlaviyo · Approved
Wed
See you at the expoKlaviyo · Needs approval
Follow-up #2Instantly · Approved
Thu
Admin cost calculatorKlaviyo · Needs approval
Fri
UAD 3.6 checklistInstantly · Needs approval
ApprovedNeeds approval
PipelineYour sales process, step by step
Interested7
Amber R.Clicked today
Dan M.Replied
Carlos5
Rob T.Called, texted
Steven2
Kim P.Thu 2:00 PM
Signed1
Lisa W.Sent Mon
Payment1
Mark S.Paid
Onboard1
Mark S.Kickoff Fri