Lead Finder CRM

Lead receiver, pipeline board, contact detail, reminders, and workflow hooks.

Contacts0
Open Deals0
Forecast$0
Hot Leads0
Duplicates0
Reminders0
Follow-up Queue0

Sales Analytics

Representative activity, demos, pickups, and won-deal results.

Representative Calls Pickup Demos Sales Won Timing

Visual Pipeline

Drag a deal to another stage to trigger a stage-change workflow event.

Deals CSV

Follow-up Templates

Ten email templates and ten SMS templates for verified CRM follow-up.

Send Queue

Queued follow-up is throttled and logged to each contact timeline.

Choose a template and target, then preview who will be queued.

Campaign Groups

Status Business Channel Template Recipient Scheduled

Sequence Builder

Build timed email/SMS steps and enroll selected or filtered contacts.

Follow-up Settings

Admin-only delivery settings for email, PBX/SMS gateway, limits, and live send lock.

Email provider required

Connect the subscriber's own provider for normal sending. A temporary AI Biz Shop onboarding sender can be used for limited proof-of-work follow-up.

Enter the SMTP host, port, username, app password, sender email, sender name, and TLS/SSL setting. Verify DNS, SPF, DKIM, and DMARC before normal live follow-up.

Email SMTP

SMS Gateway

Limits

Connection Tests

Send one real test message after settings are saved.

Admin Unlock

Settings save/test actions require an admin token or CRM admin protection.

Test Email

Test SMS

Sender Profiles

Admin-approved project email identities for future campaign sender dropdowns.

Sender profile edits are available here. SMTP passwords and live-send controls stay in Follow-up Settings.

Approved Senders

Sales users will later choose these profiles when assigning follow-up to a project.

Representatives

Sales reps own leads, feed template signatures, and provide SMS gateway metadata.

Active Representatives

Default rep is automatically used for future unassigned imports.

Contacts, Leads, Customers, Partners

0 records

Contacts CSV
Business Type Contact Phone Email City, State Industry Score Representative Groups Google Status

Duplicate Detection

Email, phone, or business/city match groups.

Sales Task Queue

Open reminders from calls, texts, emails, meetings, and notes.

Import Batches

Recent lead search pushes into this CRM.

CRM Setup Help

Use this area to review CRM imports, contact records, follow-up settings, and integration health.

Lead Intake Endpoint POST /api/receive-leads Accepts lead search results and creates contacts plus open deals.
App Health Check GET /api/provisioning/health Control Panel can use this for app readiness checks.
Next Recommended Setup detail pages + saved views Review contacts, deals, activities, and follow-up settings before live calling starts.
Email Setup Follow-up Settings Self-service users configure their own provider SMTP host, port, username, password/app password, sender email, sender name, TLS/SSL, then send one test email before enabling live follow-up.
No Email Yet Zoho / Google Workspace / Microsoft 365 The subscriber should create or bring a domain mailbox with SMTP or app-password support. Temporary AI Biz Shop onboarding senders are capped until that provider is ready.
Email Provider Links setup reference Zoho Mail pricing and Zoho plan notes are good starting points before entering settings.