What we shipped. What's next.

Score new leads against your ICP on a 0-100 scale with Claude. Surfaces reasoning so reps know why a lead is hot.

Drag-style stage advancement across discovery → qualified → proposal → negotiation → closed. Per-stage value totals.

Paste discovery notes, get a brand-aligned proposal as PDF — email it to the prospect in one click.

Productized pricing floors + complexity multipliers + AI-suggested negotiation floor and upsells.

Paste a call transcript — get structured pain points, budget signals, decision-makers, and a next-action plan.

3 personalized variants in 30 seconds. Pick tone (direct/curious/provocative/friendly) and channel (LinkedIn DM / cold email / Twitter).

Discovery bookings auto-create a lead with intake answers + status set to discovery_booked. Cancellations sync too.

Create invoices from deals, send via Stripe-hosted payment page, webhook updates status the moment payment lands.

Dedicated /portal experience for clients — projects, documents, invoices, profile. Role-based routing keeps internal data internal.

Full responsive pass — slide-out drawer, hamburger header, kanban horizontal scroll, safe-area aware.

Invite teammates, assign roles (team_member/admin/super_admin), per-member utilization view (leads owned, open deals, pipeline value).

Connect Gmail, auto-match sent emails to leads by recipient address, log to activity timeline. Per-user, server-side refresh tokens.

Track MRR/ARR across retainers + subscriptions, see renewals ≤60 days out, AI-scored churn risk with QBR talking points.

Score lead dormancy and deal close-risk on demand. Surfaces top signals, reactivation plays, and next actions.

Per-project milestone strip + 5-column task kanban + team workload card. Clients see read-only phase progress in portal.