Secure Sales Portal

Live Call Session

00:00

Recording Live session

Select a lead to begin

Select a lead from the queue to load their brief

Full Call Script

Select a lead and move to Live Call

Objection Handlers

Log Outcome

Follow-up / Demo Date

Time

Follow-up Reason

Follow-up Channel

Objection Raised

Call Notes

Payment link

Send from the Payments tab — includes send history and delivery status for staff.

Other emails (plain text)

Sector Intelligence

Select a lead to load sector intel

Service Fit

Secure Sales Portal

Leads Pipeline

Manage and track compliance-qualified sales opportunities.

	Lead Name	Sector	Status	Compliance	Last Contact	Caller	Notes

Scheduling Studio

Secure Sales Portal

Manage and monitor secure Stripe checkout links for all active compliance cycles.

Send Payment Link

Assign leads, monitor performance, and manage your outbound team.

Live Call Locks

Caller Performance

Caller	Calls	Connected	Interested	Conv %

Stage Distribution