Leads Overview

Leads, follow-ups and deals in one place.

Settings

Connections

Everything your workspace is connected to — messaging, store channels, alerts and ads.

Leads

Customers

Everyone who bought from you — one profile per phone or email.

Checkouts

People who started to pay and left. A reminder brings many of them back — it stops the moment they order.

Auto messages

Messages that go out by themselves after an order or an abandoned checkout — WhatsApp first, email when WhatsApp can’t be used.

Referrals

Every customer gets a code to share. Friends who order with it are tracked here — and the customer can get a reward.

Results

How much money your auto messages, campaigns, checkout reminders and referrals brought back.

Admin Console

Every client business — plans, time left, payments, usage and one-click view of their data.

Tasks

Follow-ups for your team — created automatically when a lead reaches Interested, Quotation or Negotiation.

Orders

Every order in one place — Amazon, website, WhatsApp buttons (Order Now, Cash on Delivery…) and orders added by your team.

Store

Products, inventory, Amazon and website sales, profit after every fee and ad — for your own business.

Profit & Loss

Calls

Every call your team makes — who called, what happened, and what's next.

Team Performance

How many WhatsApp messages, emails and calls each team and person made — and what came back.

Team

Who is handling how many leads, and how many closed.

Reports

The full picture of your leads and deals.

Templates

Approved messages you can send anytime — campaigns, offers, reminders.

Analytics

Ads, leads, WhatsApp, appointments and revenue in one view.

Industry Kits

Pick your industry — pipeline, lead sources, automations, WhatsApp templates and a setup checklist are ready in one click.

n8n Services

Each client runs their own n8n. They see simple services, live runs and only the settings that matter.

Ads Manager

Meta, Google and marketplace ads — campaigns, lead forms, spend and ROAS against your real sales.

Scripts & Presets

Node presets for the + Node menu, and code scripts that run in a locked sandbox.

Inbox

Every WhatsApp chat with your leads, in one place.

Broadcast

Send a WhatsApp template or an email to many leads at once — each one personalised.

Automation

n8n-style flows: triggers, WhatsApp, CRM, AI, Meta and n8n webhook nodes on one canvas.