Dashboard
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Total Leads
1,234
+12% vs last month
New Contacts
456
+8% vs last month
Revenue (Q1)
$1.2M
+15% vs last quarter
Open Tasks
78
High priority: 12
Performance Trends
Graph visualization here
Upcoming Meetings
- Client X - 10:00 AM
- Team Sync - 02:00 PM
- Lead Y Demo - 04:30 PM
Top 5 Leads
| Name | Company | Status | Value |
|---|---|---|---|
| Jane Doe | Alpha Corp | Hot | $50K |
| Mark Smith | Beta LLC | Warm | $30K |
| Alice Brown | Gamma Inc | Hot | $75K |
| Robert White | Delta Co | Cold | $10K |
| Emily Green | Epsilon Ltd | Warm | $40K |
Contacts
| Name | Company | Phone | Status | Actions | |
|---|---|---|---|---|---|
| Sarah Connor | Cyberdyne Systems | sarah@cyberdyne.com | +1-555-1234 | Client | |
| Kyle Reese | Resistance HQ | kyle@resistance.org | +1-555-5678 | Lead | |
| Dr. Silberman | Pescadero State | doc@pescadero.gov | +1-555-9012 | Associate |
Meetings
Upcoming Meetings
Completed Meetings
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Lead Y Discovery Call - March 10, 2026
Summary: Discussed requirements, prospect showed high interest in feature Z. Next step: follow-up email with proposal.
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Q4 Review - February 28, 2026
Summary: Reviewed Q4 performance, identified key wins and areas for improvement. Planning Q1 strategy.
Emails
Sent Emails
- To: John Doe - Subject: Follow-up on CRM Proposal Sent: March 12, 2026
- To: Sarah Connor - Subject: Meeting Confirmation Sent: March 11, 2026
Draft Emails
- To: Kyle Reese - Subject: Research findings for project X Last saved: March 13, 2026
- New Email - No subject Last saved: March 13, 2026
Voice Agent
Call Logs
- Outgoing call to John Doe - 5 min 32 sec March 12, 2026, 10:30 AM
- Incoming call from Lead Z - 2 min 15 sec March 11, 2026, 03:00 PM
Upload Context Documents
Drag & drop files here or click to upload
Leads
| Name | Company | Status | Value | Actions |
|---|---|---|---|---|
| Jane Doe | Alpha Corp | Hot | $50,000 | |
| Mark Smith | Beta LLC | Warm | $30,000 | |
| Alice Brown | Gamma Inc | Cold | $10,000 |
Credit Usage
Available Credits
5,000
Remaining balance
Used This Month
2,300
Out of 7,300 total
Renewal Date
Apr 1, 2026
Next billing cycle
Credit Usage by Feature
Bar chart of credit usage per feature (e.g., Voice Agent, Email, Research)
Settings
Account settings, profile management, notification preferences, etc.
This section is accessible from the user profile dropdown.