Client customer dashboard

Control every lead, customer, and appointment from one simple portal.

This view is for your clients. They can manage their own customers without touching platform billing, sub-accounts, or global admin settings.

Back to site
New leads 42 18 need review
Qualified 24 Setter approved
Booked today 9 Calendar synced
Follow-ups due 31 Automated queue
Live inbox

Customer conversations

Customer record

Maya R.

Hot lead
Phone (470) 555-0198
Source Instagram DM
Need AI appointment setting
Next step Demo call at 2:30 PM
Setter summary

Maya has 300 monthly leads, wants faster response time, and is ready to start if setup can happen this week.

Pipeline

Where every customer stands

New42
Qualified24
Booked9
Won4
Calendar

Upcoming appointments

10:00 AMDiscovery call · Andre B.
2:30 PMDemo call · Maya R.
4:15 PMFollow-up call · Simone P.
Automation

Follow-up queue

Reports

Simple performance view

Booked appointments are up 37% compared with last week.