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.
AI Insights
Actionable signals — same card language as the authenticated CRM. Demo uses safe, static heuristics.
Updated 6/3/2026, 5:17:04 PM · simulated refresh
Coach · Deal Coach + revenue risk in one feed — same card layout as the authenticated CRM.
Deal Coach is watching response SLA + invoice opens — cards reorder as the autopilot demo runs.
Voice lead cooling — John Davis
Qualified same-day roof inspection yesterday but no dispatch confirmation logged. Suggested: assign tech + send ETA template (automation #4 ready).
Deposit opportunity on INV-1042
Customer opened invoice twice after quote acceptance. LedgerAI recommends SMS deposit link — median time-to-pay improves 27% in similar jobs.
Route compression · Wed PM
Two HVAC jobs within 4 mi could share one van slot. Dispatch assistant can merge windows without breaking SLA.
Hot replay: Facebook lead stalled
Stage = Qualified for 6 days with no human SMS. Deal Coach: one nudge template lifted 19% conversion in demo cohort.
Tune engagement in Automations and ledger context in Finance hub.