Close AI
Pipeline
Every deal, its value, and what the AI is doing next.
Booked 4
$17,100Ridge Media
$5,400Tom Ridley · Marketing · Today
Brief ready · call 11:00
Morrison Builders
$4,200Gavin Morrison · Construction · Today
Rebooked after no-show · 14:00
Crestview Physio
$3,600Dr. Lisa Moore · Clinic · Today
Reminder SMS at 3pm
Kingsley Plumbing & Heating
$3,900Dan Kingsley · Trades · Today
Brief ready · call 16:30
Showed 2
$8,000Halo Dental Studio
$4,800Dr. Amir Khan · Dental · 1h
Proposal drafting from transcript
Fenwick Landscapes
$3,200Paul Fenwick · Home · Yesterday
Case study email in 2h
Proposal sent 3
$13,600Harper & Co Interiors
$4,500Lucy Harper · Home · 2d
Viewed 3× · follow-up call booked
Pulse Fitness Club
$2,900Marcus Webb · Fitness · 3d
Follow-up email #2 tomorrow 9am
Sterling Cosmetic Clinic
$6,200Dr. Hana Sato · Clinic · 4d
Not opened · SMS nudge at 5pm
Negotiating 2
$7,100Northfield Roofing
$3,800Steve Beacon · Trades · 5d
Adam to call re: 3-month term
Oakridge Auto Body
$3,300Chris Oakes · Auto · 6d
Sent ROI calculator, awaiting reply
Won 3
$11,200Luxe Hair Studio
$2,600Amelia Ross · Clinic · Today
Handed to CSM onboarding
Northgate Solar
$5,100Ian North · Home · 2d
Contract signed · invoice paid
Prime Glazing
$3,500Rob Prime · Home · 4d
Kickoff booked Mon
Lost 2
$7,100Castle Kitchens
$4,000Jen Castle · Home · 1w
Nurture: re-engage in 60 days
Bolt Electrical
$3,100Mike Bolt · Trades · 1w
Went with cheaper agency · nurture