Today
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📞 Prospects to Call
Tasks Due
✨ Today's Opportunities
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✉ Email Templates
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Suggested opener
Aim of this call
Key points
Log outcome
Suggested follow-up ⚡
Quote
Recent activity
Previous logged actions
0 quotes
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Sent: —
Won: —
Lost: —
Overdue: —
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| Quote # | Company | Contact | Type | Value (inc VAT) | Status | Days Sent | Priority | Score |
|---|
AI Conversation
No AI conversation on this quote.
Change History
No history recorded.
Quote Extract
No PDF text extracted.
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No leads yet
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| Company | Contact | Source | Stage | Value | Next Action | Added |
|---|
◉
No contacts found
Try a different search, or add a contact manually.
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📞
No cold-call signals yet
Import an Signals CSV to load scored cold-call prospects.
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🏢
No companies yet
Add your first company record to start building your CRM.
| Company | Status | Industry | Phone | Location | Contacts | Last activity |
|---|
Company
Address
No activity logged yet.
No quotes found for this company.
▲
No marketing content yet
Plan LinkedIn posts, email campaigns, and other content here. Track status from idea to published.
| Title | Type | Status | Scheduled | Platform |
|---|
📱
Campaigns coming soon
Track email campaigns, response rates, and follow-up sequences here.
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Total Quotes
—
Won
—
Lost
—
Total Won Value
Monthly Activity (last 6 months)
| Month | Sent | Won | Lost | Won Value |
|---|
By Category
| Category | Quotes | Won | Win % |
|---|
🌐 Google Business Profile — Visitor Trends
No data yet. Click Import PST to load your Google performance report emails.
| Month | Profile Views | Website Clicks | Calls | Directions |
|---|
🔥 SORT THESE OUT
⚡
No tasks yet
Add tasks to track calls, quotes, chases, and anything else that needs doing. Miss a deadline and the app will tell you about it.
☍
No transcripts yet
Upload call recordings, meeting notes, Teams transcripts, or any conversation. The AI will extract action items, contacts, opportunities, and sentiment automatically.
Supports: .txt .md .docx .pdf .vtt .srt (Teams/Zoom/Meet)
AI Analysis
Click “Analyse” to extract action items, contacts, and opportunities.
Raw Transcript
0 companies
⚲
No target companies yet
Add companies to target, or import a FileMaker export to bulk-load your prospect database. Each company can have contacts, notes, and AI-scored intent signals.
| Company | Sector / SIC | Location | Contact | Priority | Source | Last Activity | Score |
|---|
Add COMPANIES_HOUSE_API_KEY to your .env to enable this search. Register free at developer.company-information.service.gov.uk then restart the app.
Searching Companies House…
⚲
Find companies on Companies House
Search by company name to find UK businesses to approach. Results show address, SIC codes, and incorporation date. Add any company directly to your target list.
📄
Drop FileMaker CSV / XML export here
Export your FileMaker records as CSV or tab-delimited. Field mapping is automatic for standard CRM export layouts.
Supported: Companies, Contacts, Jobs/Quotes layouts
Import Preview
Brightwell Facilities Services
brightwellfm.co.uk
Click Analyse to get AI recommendations for improving the Brightwell website — SEO, messaging, conversion, content gaps.
Importing…
🏠
No client sites loaded
Click Load Site Export to import the FileMaker site data (2,671 sites), or Import FileMaker Export to pick a different file.
Importing…
📋
No contract data loaded
Click Import Report and select your Contract_Renewal_Report file to load your Brightwell service contract history.
| Customer | Equipment | Type | Expired | Value | Engineer | Status |
|---|
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🚘 Vehicle & Odometer
📍 Mileage Journeys
No journeys yet. Click + Add Journey to log a trip.
| Date | From | To | Start | Finish | Miles |
|---|
💳 Additional Expenses
No expenses yet. Click + Add Expense to log a cost.
| Date | Description | Type | Method | Cost (inc VAT) | Personal? | VAT receipt? |
|---|
Settings
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⚙
No Parker leads yet
When Parker sends a “Sales lead assignment” email, paste the body here to import it.
| Lead # | Company | Contact | Phone | Industry | Enquiry | Status | Quote Ref | Received |
|---|
Spreadsheet: None selected
File type: Not detected
Sheet: Not loaded
Mode: Awaiting spreadsheet
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No jobs found.
| Job No. | Customer | Type | Status | Engineer | Scheduled | Priority |
|---|
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No engineers yet. Add your first engineer.
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No assets found.
| Customer | Site | Manufacturer / Model | Serial No. | Category | Last Service | Next Due | Contract |
|---|
Loading PPM contracts…
No PPM contracts yet.
| Contract Ref | Customer | Assets | Frequency | Visits (done/due) | Value | Renewal | Status |
|---|
Loading parts…
No parts in catalogue yet.
| Part No. | Name | Category | Manufacturer | Unit Cost | Stock | Location |
|---|
Andrew Report
Planned customer visits — pulled into the report automatically.
| Customer | Date | Purpose | Attending with | |
|---|---|---|---|---|
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Capital expenditure opportunities — pulled into the report automatically.
| Customer | Opportunity | Value (£) | Status / Next Step | |
|---|---|---|---|---|
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