Everything the recovery loop needs. Nothing it doesn't.
Import & data quality
CSV / spreadsheet importer
Column mapping with saved templates, per-row validation, duplicate detection by email and phone, downloadable error reports and one-click rollback of an entire import.
Contact timeline
Every enquiry, quote, job, message, reply and confirmed win in one chronological view, with the source record a click away.
Sample files
Downloadable industry sample imports so a new team can see the expected format instantly.
Opportunity engine
Readable rules
Unanswered enquiries, stale quotes, dormant customers, recurring services due and review-request windows — each with owner-editable day thresholds.
Explainable flags
Every opportunity carries a plain-English reason and links back to the record that triggered it.
Ranking
Open opportunities are ordered by estimated value and confidence so the first item on the dashboard is always the best use of ten minutes.
Outreach with guardrails
Approval-first sending
Drafts are prepared per-opportunity and wait for a named human approval before anything leaves.
Automatic stops
Replies, confirmed conversions, unsubscribes and SMS STOP immediately cancel pending messages for that contact.
Business-hours scheduling
Sends are windowed to the workspace's configured hours and time zone.
Consent & suppression
Per-channel consent flags and a workspace-wide do-not-contact list are enforced at send time, not just in the interface.
Team & reporting
Roles
Owner, admin, staff and viewer roles with server-side enforcement on every action.
Tasks & assignment
Opportunities and follow-up tasks can be assigned, with an activity feed per contact.
Honest revenue reporting
Confirmed recovered revenue (entered by your team) is reported separately from estimated pipeline, by category, campaign and team member.
Audit history
Sensitive actions — sends, imports, deletions, billing changes — are logged and reviewable.