CRM
Orders / Day — Last 30 Days
Daily orders trend.
Payment Split
ACH Credit Card
Payment split.
Top Industries
Industry breakdown.
Management Type
Self AI Call Center
Management type split.
Signed vs Pending — Last 8 Weeks
Signed Pending
Weekly signed vs pending.
Comp Tier Distribution
Comp tier distribution.
Top BDRs by Orders
Signed & Pending Orders
Email Open & View Stats
Views per Order (Top 10)
Email views per order.
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After Hours Answering

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Call Delivery Hours:

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Sa Closed
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D. Lead Management

No Cost
$10 per lead + $150 per month
$25 per lead + $150 per month

E. Account Funding Amount:

$26

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$ Due before campaign activation; applied to account balance

recommended funding
1 week worth of leads

Equivalent of 2 leads

$ Campaign pauses automatically if balance falls below this threshold

2-3 days between recharge

C. Quality Control

Form Fill & Message Leads

Billable Leads
Name Contact Information In service area Filled Contact form
Non Billable Leads
Outside Service Area Not interested in your services

Phone Calls

Billable
60+ seconds call duration Voicemail reached
Non Billable
Less than 59 seconds call duration

Set Appointment

Billable
Set Appointment
Non Billable
No Show

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