Focus the AI on a deal or category and time window. Track the funnel, edit your plan, push status to your inbox.
When enabled, AI continuously prospects, enriches, scores, and engages contacts in the master focus.
Email yourself a summary of plan progress, what closed, what stalled, and next 7 days priority.
Every chart respects the master tag and time window above. Pick a chart type per section.
Has access to your contacts, deals, plans, emails, meetings, SMS, calls, pages. Try: "Which warm contacts haven't been touched in 14+ days?" · "What's blocking Mepco closing?" · "Draft a follow-up to Aria Vossoughi."
Re-analyzes your pipeline, updates call-list tiers on contacts, and logs top actions into your active plan. Runs weekly automatically, or on demand here.