Data Driven Client Relations

Forging Datainto Dollars

Automated Lead Management Workflows and Automations eMail Campaign SMS Campaigns VoiP Campaigns Meta Ads Integration Agency Whitelabeling eCommerce Integration

start 7-day trial Schedule a Free Software Demo

main street agency

+42 new alerts

total leads & contacts

13,856620265721082

eMail Campaigns

187,837 Sent46,962 Opened802 Failed

Leads Won this Month

589+102

Leads Generated from eCommerce

5782

Save Time, Make more Money & Make Business Decisions with better Context with our plethora of Tools.

Part 1

Lead Submissions

Easily Build Submission Forms or Link to your eCommerce store or API to Automatically create Leads through funnels

Part 2

Client / Lead Management

Manage Clients and Leads with automated population and data tracking, assign agents leads, and customize lead routing and round robin systems.

Part 3

Automated Marketing

Automatically market with Email, SMS, and VoIP, plus manage pipelines, workflows, automated actions, campaigns, custom templates, and more.

Part 4

Lead Nuturing

Nurture leads throughout different pipelines, stages, and workflows. Send emails based on events, track links and emails, and keep leads engaged after closing.

Manage your Campaigns

42 Campaigns Total

Email Campaigns

Manage email campaigns and automated sequences

Total Campaigns

Campaign Stats

187,837 Sent46,962 Open

Leads not in a Campaign

1892

CampaignStatusSentOpensActions

Agency Retention Drivelive2,80022%View

Lead Reactivation Loopqueued3,14124%Edit

Quote Follow-Up Boostpaused3,48226%View

Weekend Engagement Pushdraft3,82328%Edit

Pipeline Stage Reminderlive4,16430%View

Open Estimate Sequencequeued4,50522%Edit

Cross-Sell Offerspaused4,84624%View

Referral Reactivationdraft5,18726%Edit

No Response Winbacklive5,52828%View

First Touch Weld....queued5,86930%Edit

Showing 12 of 42 campaigns

Manage your Leads

13,856 Leads Total

Lead Database

Create, Edit, Assign & Interact with your database of Leads

Total Leads

13,856

Needs Follow-up

8672

Leads Won

6202+ 283% YoY

Contact NamePhoneeMailCreated (EST)Last Activity (EST)Tags

Sophia Carter(407) 620-1142sophia.carter@email.com09:12 AM11:04 AMHot Lead

Liam Brooks(312) 884-9921liam.brooks@email.com09:38 AM10:26 AMAssigned

Ava Thompson(615) 903-4478ava.thompson@email.com10:02 AM11:15 AMFollow-up

Noah Jenkins(214) 771-5580noah.jenkins@email.com10:14 AM10:42 AMQuoted

Mia Reynolds(813) 555-1029mia.reynolds@email.com10:27 AM11:32 AMWarm Lead

Ethan Hayes(602) 445-7808ethan.hayes@email.com10:41 AM11:19 AMReactivated

Isabella Green(720) 990-6117isabella.green@email.com10:56 AM11:29 AMPriority

Mason Wright(904) 220-7789mason.wright@email.com11:03 AM11:40 AMNew

Charlotte Diaz(469) 391-2820charlotte.diaz@email.com11:11 AM11:43 AMIn Review

Lucas Morgan(919) 740-0095lucas.morgan@email.com11:18 AM11:47 AMNeeds Call

Showing 10 of 13,856 leads

Manage your Pipelines

3 Pipelines Total

Pipelines

Create, Edit and View your Agency wide Pipelines

Reactivation SprintPipeline 1

Bring stale prospects back with scheduled touchpoint shifts.

5 stages • 2 automations

Dormant Lead

SMS Reminder

Call Attempt

Quote Refresh

Closed Won

Cross-Sell WavePipeline 2

Drive add-on upgrades after first purchase milestones.

5 stages • 3 automations

Existing Client

Bundle Offer

Objection Handling

Upsell Review

Upsell Won

Referral FlywheelPipeline 3

Automate referral asks once trust and intent are highest.

5 stages • 4 automations

Post-Sale

Review Request

Referral Ask

Referral Follow-Up

Booked Consult

Workflow Automation Tips

Create automations to send welcome eMails when new leads are added
Set up follow-up reminders when leads move to specific stages
Automatically update lead scores based on engagement
Trigger notifications when high-value leads need attention

Manage your Submission Forms

84 Forms Total

Lead Forms

Create and manage embeddable lead capture forms

Medicare Quote Form

active

1,520 submissions9 fields

PreviewEmbed

Final Expense Intake

active

1,344 submissions14 fields

PreviewEmbed

Auto Renewal Check-In

active

980 submissions11 fields

PreviewEmbed

Cross-Sell Bundle Form

active

1,236 submissions15 fields

PreviewEmbed

Appointment Request Form

active

888 submissions8 fields

PreviewEmbed

Inbound eCommerce Lead Form

active

1,042 submissions12 fields

PreviewEmbed

Agency Referral Form

active

1,594 submissions7 fields

PreviewEmbed

7 forms shown • 8,604 total submissions

Manage your Intergrations

Intergrations

Intergrate into your Meta Campaigns & eCommerce Platform

Marketing HQ

Manage your ad campaigns and track performance

Total Spend

$284,920

Total Leads

14,286

Total Clicks

194,220

Impressions

2,487,300

Avg CPL

$19.94

Avg CTR

6.4%

Ad Campaigns

Medicare Advantage Q3Active$43,9202,186$20.096.2%

Family Bundle PromoActive$31,4501,684$18.675.8%

Final Expense RetargetScaling$22,0141,149$19.166.9%

Warm Lead RecoveryActive$19,6421,026$19.146.1%

Policy Renewal PushLearning$15,308742$20.635.3%

Agent Referral LoopActive$11,880664$17.896.6%

Storefront Sync

Track purchases, products and checkout funnels

Store Orders

8,932

Store Revenue

$1,947,880

Avg Order Value

$218.08

Promo Conversions

3,486

Seamless guided playback for your core product flows

Auto-switching clips keep stakeholders focused while the left rail and module visuals stay in sync with the story.

Lead intelligence replay

See profile changes, behavioral tags, and pipeline updates in one timeline.

Campaign launch walkthrough

Build multichannel sends and watch deliverability, opens, and clicks update live.

Workflow orchestration demo

Preview conditional paths, routing outcomes, and SLA response timing.

01/03

automation theater

show buyers how workflows and automations execute in real time

This section visualizes triggers, condition branches, and outcomes with motion to make abstract automation logic easy to understand during the sales journey.

trigger from lead behavior or stage changes

branch based on score, source, and engagement

execute multichannel actions instantly

log every decision for audit and optimization

lead stage changed

workflow branch evaluated

email + sms + task dispatched

sales message: every automated action cuts response lag and compounds conversion lift across channels.

creative call to action

launch a revenue-ready crm stack in days, not quarters

Get the full operating layer: lead capture, campaigns, call ops, automation, billing, compliance, white-labeling, and master governance — all in one unified platform built for growth teams.

start trial now schedule a live system demo

workflow-first operations

compliance-ready outreach

full-funnel attribution clarity

Data Driven Client Relations

Forging Datainto Dollars

Automated Lead Management Workflows and Automations eMail Campaign SMS Campaigns VoiP Campaigns Meta Ads Integration Agency Whitelabeling eCommerce Integration

start 7-day trial Schedule a Free Software Demo

main street agency

+42 new alerts

total leads & contacts

13,856620265721082

eMail Campaigns

187,837 Sent46,962 Opened802 Failed

Leads Won this Month

589+102

Leads Generated from eCommerce

5782

Save Time, Make more Money & Make Business Decisions with better Context with our plethora of Tools.

Part 1

Lead Submissions

Easily Build Submission Forms or Link to your eCommerce store or API to Automatically create Leads through funnels

Part 2

Client / Lead Management

Manage Clients and Leads with automated population and data tracking, assign agents leads, and customize lead routing and round robin systems.

Part 3

Automated Marketing

Automatically market with Email, SMS, and VoIP, plus manage pipelines, workflows, automated actions, campaigns, custom templates, and more.

Part 4

Lead Nuturing

Nurture leads throughout different pipelines, stages, and workflows. Send emails based on events, track links and emails, and keep leads engaged after closing.