A tour of the recovery loop
Five stops from raw spreadsheet to confirmed, recovered revenue. The demo workspace inside every trial follows this exact path with fictional data.
- 1
The dashboard: today's best ten minutes
Open opportunities ranked by value and confidence. Each card states its reason in plain English — 'Quote of $2,400 for hedge reduction sent 2026-06-30 has had no decision' — with the source record one click away. Nothing on this screen is decorative; every number links to the rows behind it.
- 2
Import: from spreadsheet to insight
Drag in the CSV your job software already exports. Map columns once (mappings are saved for next time), watch validation run row by row, and download the error report for anything skipped. Duplicates are matched by email and phone so re-imports never double your book. Made a mistake? Roll the whole import back.
- 3
The opportunity queue
Filter by kind — unanswered enquiries, stale quotes, dormant customers, recurring work due, review requests. Dismiss what you know about, assign the rest, and adjust rule thresholds in settings until the queue matches how your business actually works.
- 4
Follow-up drafts, waiting for your yes
Each opportunity gets a drafted email or SMS built only from the record's own facts. Edit freely, then approve — approval is recorded with your name. Sends respect business hours, consent flags and the suppression list. Replies and STOP messages cancel anything still queued for that contact.
- 5
Confirmed wins, honest numbers
When a customer books, your team confirms the conversion and its value. Reports separate confirmed recovered revenue from estimated pipeline — by rule, by campaign, by team member — so the total is a number you'd happily show your accountant.