Sample workspace — the story tour runs across Inbox, Pipeline, Calendar, Automations, LedgerAI, and more. Try Run full demo in the header for autopilot, or click Next in the tour. Upgrade for your own data.
Jump to a module
Sample data — safe to clickCoach · Command center for pipeline, AI, and revenue: KPIs, ROI snapshot, AI Receptionist metrics, AI Voice Website Agent stats, LedgerAI, Deal Coach alerts, and usage trackers.
Dashboard
LeadLock AI Control Tower · interactive demo — mirrors live CRM layout and modules.
Your business intelligence and operations command center — manage leads, clients, and payments; pipeline stats, activity, and LedgerAI revenue context at a glance.
Live story · Demo
How LeadLock runs a business, end to end
From the first call or chat to the technician in the field — one connected system. The AI activity feed, CRM lead, Control Tower, and mobile app all update together.
- 1Inbound
- 2AI responds
- 3Lead created
- 4Follow-up
- 5Booked
- 6Job
- 7Control Tower
- 8Field tech
- 9Open job
AI activity feed
ReadyEvents also appear in the activity panel (right edge).
- Starting…
CRM · Lead record
The same lead your team sees in production.
Waiting to start…
Control Tower
Dispatch snapshot — the day, prioritized.
—
Unassigned
Today's board
Technician app
Field view — from push to checklist.
9:41
Today
HVAC · #10482
2:00 PM · Maria R.
No active job yet
Preview only.
Won / total leads
This period (demo)
Inbox
Scheduled
Softphone + AI Receptionist — ticks up as the simulator runs
Universal Credits — mirrors Billing in a live workspace
Engagement intelligence
Speed to lead, AI vs human touches (7d), and stale new leads.
Avg. time to contact
12 min
Demo sample — live CRM uses your data
Missed attention (stale)
2
New leads > 48h without progress
AI vs human (7d)
AI 30 · Human 7 (81% AI)
Activity counts (demo)
Conversion (overall)
7%
Won / total — same as card above
Leads by source (top)
Opportunity Radar
Top market signals for your niche
Demo sample — live workspaces use public signals and AI scoring (Growth+). Not financial advice.
- rising demandhigh · 84
Emergency HVAC & “not cooling” interest climbing
Public threads and news-style headlines point to peak-season demand. Position same-day diagnostics and maintenance plans.
- pain pointhigh · 76
Slow callback times mentioned repeatedly in reviews
Speed-to-lead remains a differentiator — text-back guarantees and arrival windows resonate.
AI Insights
In production, next actions come from live CRM data. This demo shows Deal Coach–style cards below.
Today's Focus
What needs attention right now
AI Phone Assistant (preview)
+1 (555) 014‑2299
AI: “Thanks for calling — how can we help you today?”
Caller: “I need a roof estimate for next week.”
AI: “Got it — I’ll capture that and have someone follow up.”
Real workspace: Twilio Voice webhook → /api/twilio/voice · transcripts in CRM → Calls.
AI Voice Website Agent
Demo snapshotVirtual website receptionist with speak-to-AI, transcript display, lead capture, CRM sync, and booking handoff.
Voice conversations
42
Leads captured
11
Bookings from voice
3
Avg voice session
1m 42s
Voice → lead rate
26%
- • Voice widget captured new lead from service page
- • Visitor requested same-day quote via voice conversation
- • AI voice agent escalated to booking flow successfully
Finance · LedgerAI
Open invoices demo →| Invoice | Client | Amount | Status |
|---|---|---|---|
| INV-2408 | NorthStar HVAC | $4,280 | Sent |
| INV-2407 | Cedar Ridge PM | $2,040 | Partial |
| INV-2406 | Lakeside Plumbing | $1,675 | Paid |
Recent Leads
| Name | Stage | Source |
|---|---|---|
| NorthStar HVAC | Booked · dispatch | AI receptionist (voice) |
| Cedar Ridge PM | Quote sent | CRM inbox + automations |
| Lakeside Plumbing | Technician assigned | Missed-call SMS |
| Summit Electric | Payment received | LedgerAI · Stripe |
Tasks & Reminders
Hot leads needing follow-up
- Review AI receptionist transcript — NorthStar HVAC
- Confirm dispatch window · Cedar Ridge PM
- Approve ETA template for operations SMS
- Reconcile LedgerAI payment · Summit Electric
Integrations & Communications
Automation Health
Deal Coach: Voice lead waiting 11m — AI receptionist already qualified
Activity & usage
Leads, appointments, conversations, quotes, automation, and AI usage at a glance.
Leads
Appointments
Conversations
Quotes
Automation
AI usageOperations
Performance trends
Lead, booking, quote, and AI usage over time. Select a range to update charts.
Lead trend
24 new in last 7 days (demo)
Booking / appointment trend
11 booked in range (demo)
Quote performance
Sent, accepted, conversion
AI usage / credits trend
29,760 remaining this cycle
Pipeline funnel
Conversion by stage — same chart family as live CRM
Workflow / automation
19 today · 286 this month
Pipeline snapshot
Demo mirrors CRM KPI strip — values follow simulated activity.
Pipeline distribution
Share of leads per stage (demo data)
New leads over time
Last 14 days (demo)
Leads by intent
High / medium / low intent (from simulated leads)
AI Deal Coach
Actionable recommendations based on lead activity and pipeline.
AI Insight: This lead opened your quote email 3 times and has not responded.
Recommended action: Send a follow-up message.
AI Insights
Response and pipeline health at a glance.
Lead Feed
Hot leads needing follow-up
AI Lead Summary
Next best action: Schedule inspection appointment.
Recent Activity
LiveSMS conversation
TwilioTaylor R. · Roofing
Scheduled with LeadLock AI · Message status from Twilio
Watch the live story capture a lead, book work, dispatch a tech, and collect payment — then your next steps unlock here.