DASHBOARD

Your business, at a glance

Leads, follow-ups, workflows, and connected services — all live.

TOTAL LEADS
Live
NEW LEADS
Live
OVERDUE FOLLOW-UPS
Live
CREDIT BALANCE
...
Recent Leads
Latest activity in your pipeline
View all
Upcoming Tasks
Follow-ups that need attention
No pending tasks
Tasks appear when leads need follow-up
Recent Activity
Audit trail of recent actions
No activity yet
Activity appears as you work with leads and tasks
Integrations & Workflows
Connected services and automation status
Social Accounts
Not connected
SMS (Twilio)
Not configured
n8n Workflows
15 active / 15 total
AI Video Studio
SpaceBaddie
Subscription
No plan
Workflow Registry
XOM3 Intake Lead
xom3
XOM3 Custom Build Request
xom3
XOM3 Trial Signup
xom3
XOM3 Contact Form Submission
xom3
XOM3 Stripe Subscription Events
xom3
XOM3 BenefitsCRM Lead Intake
benefitscrm
+ 9 more workflows
Business Receipts
Track expenses and receipts
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