Your command center
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What's on my plate today?
Read me my brief
What's waiting on my approval?
Show me the pipeline
Which leads have gone cold?
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Pick a conversation to read it.
Loading calendar…
Open slots on your calendar — weekdays, 9am–5pm, checked against free/busy
so private events on other calendars still count as taken.
Finding open times…
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Loading the day…
Your day
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Total Leads
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Qualified
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Proposals Sent
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Closed Won
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Overdue Follow-Ups
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Activities This Week
Pipeline by Stage
Today's Follow-Up Queue
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Recent Activities
| Restaurant | Type | Subject | Outcome | Rep | Date |
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All Leads
| Business | Type | Product | City | Website | Score | Stage | Rep | Current POS | Actions |
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RestaurantsNot visitedVisitedPlanned stop
Newsletter Route
Or just tap and hold on the map where the business is — it looks up what's there.
Trip log
Pins appear as you move the map. Add coordinates in a restaurant's lead record before placing it on a route.
Sales Pipeline — Kanban View
Filter:
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Activity Log
| Restaurant | Type | Subject | Description | Outcome | Rep | Date |
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Follow-Up Queue
| Restaurant | Type | Priority | Due Date | Assigned To | Notes | Actions |
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Proposals
| Restaurant | Plan | Monthly | Setup | Status | Created | Actions |
|---|---|---|---|---|---|---|
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Emails
| Lead | Contact | Subject | Status | Rep | Sent At |
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30-Day Forecast
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60-Day Forecast
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90-Day Forecast
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Active Proposals
Stale Leads (14+ days silent)
| Restaurant | Stage | Days Silent | Rep | Score |
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Contact Enrichment
What the agent goes out and collects for every lead it finds
Off = the agent returns only what the map listing already showed, which usually means blank phone and email columns.
Collect
How deep to look
🧪 Test on a real website
Confirm the settings work before running a 50-lead search
🔍 Find New Restaurant Leads
🆕 New & Coming-Soon Restaurants
News, Yelp, Facebook, Reddit, PR Newswire
Searches Google News, Yelp new listings, Facebook grand opening posts, Reddit local subs, and PR Newswire. Add
YELP_API_KEY to .env for Yelp results.
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Pending
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In Progress
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Completed
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Overdue
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Urgent
Task List
Message Templates
Merge tags: Use
{{contact_name}}, {{restaurant_name}}, {{rep_name}}, {{city}}, {{state}}, {{restaurant_type}}, {{demo_date}}, {{demo_time}}, {{email}}, {{proposal_date}} in your templates.
Sales Playbooks
Active Checklists
Templates
Add to the list
The list
Compose Post
Posts
Contacts
Multiple words all have to match — “sarah rosewood” finds Sarah at Rosewood Grill.
Reminders
Awaiting your approval
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Open Tickets
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Emergencies
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Awaiting First Reply
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Resolved
Intake channels
Checking…
Open tickets
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Pipeline Stages
Note: Default stages (Prospect, Qualified, etc.) cannot be deleted — only deactivated.
Team
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Handoff History
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Outstanding
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Past due
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Oldest unpaid
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Collected this month
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Billed this year
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Average fee
Unpaid & past due
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How old the money is
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Who owes you
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Due soon
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All jobs
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Inbox
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Messages & Google link
Follow-ups due
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Notary contacts
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My Onboarding