AI coaching brief from your live pipeline. Stays here until you generate a new one — use it as your daily to-do list.
Monday, 4 May 2026 · Here's where you stand
This Month — The Scoreboard
Activity & Pipeline
0 today · 0 remaining
across 0 opportunities
0 opps · likely to close
benchmark 3.0×
needs follow-up
needs review
won deals
Automated Lead Researcher
Lead Management & Tracking
Manage deals through the sales pipeline
Template Email Builder
Ad-hoc reports + saved report library
Lead Analytics & Reporting
Pipeline analytics and win/loss reporting
BDM Performance Reviews
High-visibility sales display for the office TV
Monthly recurring MRR by BDM and Product Category
Mailchimp and Salesforce Audience Sync
Multi-entity search by email, phone, name, or Now Account ID
Automated Task Processing
BDM Contact Directory
Product & Pricing Directory
Email Buddy offers + standard pricing boxes
Telco categories used by the Growth Scorecard
Lead Products Checkbox List
Lead Source Dropdown Options
3rd-party reseller partner list (Leads + Opps dropdown)
Closed/Lost Reason Dropdown Options
NZ Region Dropdown Options
Feature Flags & Permissions
Hit by a bus, backups, and docs