Move viable opportunities forward.
- Lead Recovery
- QuoteCloser
- DeadLead
- ProposalPulse
Find stalled opportunities, assign the next accountable action, stop follow-up when circumstances change, and measure what the operation recovers.
Built for a clear decisionWhich lead, quote, invoice, appointment, proposal, renewal, or customer task should receive attention now?
Every workflow uses the same workspace, event contract, approval controls, suppressions, audit trail, and results model. A business can begin with one problem and add related workflows without rebuilding the operating system.
The engine will not invent authority. Each workspace defines which events may act automatically, which require approval, and which must stop.
The connected system sends an event and opaque customer or account reference—not a copied mailbox or CRM record.
State, timing, touch limits, suppression status, and customer policy determine the next permitted step.
The result enters a ready, approval-required, held, completed, or cancelled state with a reason code.
Payments, replies, disputes, opt-outs, wrong contacts, appointments, and other workflow-specific outcomes update the case idempotently.
Recovered, protected, or advanced value is attached only to a recorded outcome and remains visible in the customer dashboard.
These are separate products with fixed Introductory pricing—not a range applied to unrelated work. Self-service options use Stripe Checkout. Managed and implementation work begin with scope confirmation.
A bounded analysis of unresolved business with a value-ranked recovery queue. No external actions are taken.
One self-managed workspace for a focused operating need, with dashboard access and approval-aware actions. Bespoke connector setup is separate.
Revenue workflow automation plus recurring LeakFinder analysis in the same account.
Organization-specific configuration plus ongoing workflow review and professional operating attention.
One connector, workflow, dashboard configuration, validation pass, and operating handoff.
Bring your business records through the API or a configured connector. A subscription provides the software; it does not automatically connect your inbox, CRM, or payment account. Connector implementation is separately scoped. The diagnostic produces findings, not guaranteed recovered revenue.
Managed service and implementation are separate engagements, not automatic upgrades. The written scope identifies any required product subscription, third-party charges, included review time and support responsibilities. Review project and operating costs.