SLA Alerts & Anti-Leakage System
Never let a hot lead go cold. The board automatically sorts deals to force your attention to the most urgent tasks first.
- Overdue Warnings: Set SLA (Service Level Agreement) hours for every stage. Cards turn Orange the minute they exceed your target response time.
- Critical Risk Alerts: When a deal is severely stagnant (1.5x over SLA), it turns Red. Managers can instantly spot who is dropping the ball.
- Compact View & Quick Icons: Scan your board instantly with a compact list mode. Unread chats, scheduled follow-ups, and pending actions are highlighted with quick alert icons for rapid triage.
100-Point Engagement Scoring
Stop relying on your sales team's "gut feeling". Every contact is automatically scored based on their actual behavior and deal stage. Higher scores mean hotter leads.
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50ptRecency (Time since last chat)Earn up to 50 points if they replied within 24 hours. The colder the chat, the lower the score.
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30ptPipeline Stage WeightDeals in "Negotiation" get 30 points, while early "Inquiry" stages get 10 points. Focus on what's closing.
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20ptCustomer LoyaltyPermanent 20 points awarded if this customer has successfully closed a 'Won' deal with you in the past.
21 Industry SOP Templates
Don't start from scratch. Clone the exact workflows used by top-performing companies in your industry with a single click.
- Built-in SOPs: From Real Estate to Automotive, from Clinics to B2B Software. We have mapped out the perfect stages for you.
- "Next Step" Hints: Every stage comes with a pre-written instruction. New hires don't need training; they just read the hint (e.g., "Ask about Budget & Authority") and execute.
