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Click a column header to sort
| Lead | Contact | Phone | Location | Score | Status | Attempts | Last Result |
|---|
📊 Client Inputs
Enter the prospect's numbers — estimates are fine, this is a conversation tool.
Ask: “Roughly what does a typical month look like for you?”
Tree service avg job is often $800–$2,500
“How many leads come through your website each month?”
30%
Your baseline pitch: 30% minimum increase in web form fills
Projected Annual Upside
$0
$0 / month in new revenue
0
Extra Leads / Mo
0
Extra Sales / Mo
$0
New Monthly Rev
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ROI vs Your Fee
Current vs. Projected Monthly Revenue
$0
Current
$0
With Us
💬 Say it like this
🔐 Account
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🤖 AI Coach — API Keys
Your keys are stored securely on the server. They never appear in the browser.
Get a key from OpenAI or Anthropic's dashboard
OpenAI: gpt-4o-mini, gpt-4o, gpt-4.1-mini · Anthropic: claude-3-5-sonnet-20241022
Current status:
Checking…
Key on server:
💾 Data Management
Your lead data and call history are stored on the server — safe from browser cache clears
Total leads:
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Data size:
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Sync status:
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🛡 Backup & Restore
Full-fidelity backups (every attempt, note, and status intact) — for disaster recovery, separate from the Excel export above. The dashboard also auto-backs-up to the server whenever you close or minimize this tab.
Server backups (auto-saved on close):
Click Refresh to load available backups from the server.
💾 Full System Backup
A complete, disaster-recovery-grade snapshot of the entire dashboard — backend + frontend source code, all data (leads, users, activity log), and the server's .env (API keys & secrets). Generates in the background; comes back as multiple downloadable files (full zip, lite zip, tar.gz, data-only, and env). Only the 5 most recent backup sets are kept.
Starting…
System backup sets:
Click Refresh to load available system backups from the server.
👥 User Management
Add reps and admins. Everyone can see and act on all leads — "Assigned To" is just an organizational tag. New users get an invite email to set their own password.
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📜 Global Activity Log
Every call logged, note added, status changed, or lead edited — across all reps, all leads.
Click Refresh to load recent activity.