Good afternoon,

Your pipeline is trending up

Apex Med Spa has a 94% close probability. 3 leads require follow-up today. Revenue is up 12.4% from last period.

Pipeline Revenue +12.4%

$482,300

78% of quarterly target ($620K)

Qualified Leads +8.1%

1,248

+5

24 new leads today

Active Work Orders +5.2%

326

65%

12 pending approval

Close Rate +2.7%

34%

Best month: April (38%)

BGE Contractor Portal

$695/mo

For independent sales contractors ready to start selling with lead access, PowerDial, and commission tracking.

Portal setup

Lead access

PowerDial

Commission

Partner Client Portal

Client Access

For clients (Partners) to view work orders, payments, reports, and fulfillment status in real-time.

Work orders

Payment tracking

SEO reports

Support inbox

Sales Workspace

4 Hot Leads

Qualified leads ready for engagement

Company	Source	AI Score	Value	Status
AM Apex Med Spa Sophia Green	411	96	$14,500	Hot Lead
NR Northstar Roofing James Carter	LinkedIn	92	$8,500	Interested
PD Prime Dental Group Amanda Lewis	Google Maps	87	$12,000	Proposal Sent
TP Titan Plumbing Chris Martin	Craigslist	79	$5,200	Follow Up

Showing 4 of 24 qualified leads

AI Intelligence

Steve AI suggestions

Live

High close probability

Apex Med Spa has a 94% projected close probability. Recommend scheduling a demo today.

S

Pricing upgrade recommended

Increase SEO package tier for Prime Dental based on revenue profile analysis.

Z

New contractor match

Zara HR found 3 candidates matching your sales contractor requirements.

Live Operations

Real-time activity feed

Syncing

S

Steve AI recommended a pricing upgrade for Apex Med Spa

2 min ago

Z

Zara HR onboarded a new contractor — Marcus Reid

14 min ago

Stripe payment received — $4,200 for Work Order TB-SE-050926-00031

32 min ago

R

Rico Engine marked backlink campaign "Dental NYC" as completed

1 hr ago

Monthly Target

$620,000

78%

$137,700 remaining to hit target

Customer Relationship Management

Manage leads, contacts, and pipeline stages.

CRM Module

Full CRM functionality with lead scoring, contact management, and pipeline tracking. Connect to Supabase for live data.

PowerDial Phone System

Outbound calling, inbound reception, and call disposition tracking.

Active Dialer

Manual and auto-dial modes

System Ready

Apex Med Spa

305-555-0199

00:00

Disposition

Call Log

Live Queue

—

Pending Calls—

Completed Today0

Talk Time0m

Up Next

Steve AI Insight

Open PowerDial to load queue

Daily Goal

50 Calls

36%

Deal Pipeline

Track opportunities from lead to closed-won.

Deals Pipeline

Kanban board with deal stages: New, Qualified, Proposal, Negotiation, Closed Won/Lost.

Work Orders

Service delivery tracking and fulfillment management.

Work Order Management

Create, assign, and track work orders with e-sign, PDF generation, and contract display.

Marketing Center

Campaigns, analytics, and lead generation tools.

Marketing Dashboard

Campaign performance, SEO tracking, and traffic analytics.

Service Fulfillment

Delivery tracking and service completion management.

Fulfillment Tracker

Monitor service delivery, milestones, and client satisfaction.

AI Engines

Manage your AI workforce: Steve, Rico, Zara, Sentinel, and Vox.

Steve AI

Sales Intelligence & BGE

Active

Rico Engine

Technical Supervisor

Running

Zara HR

HR Director

Ready

Sentinel

Data Security AI

Guarding

VOX

Synthetic AI Communications

Online

Talent Recruiting

Hire contractors and manage onboarding.

Recruiting Portal

Post jobs, track applicants, and manage contractor onboarding.

BGE Contractor Portal

$695/mo — Lead access, PowerDial, and commission tracking.

Contractor Portal

Independent contractor workspace with lead distribution and commission dashboard.

Partner Client Portal

Client access to work orders, payments, and reports.

Partner Portal

Client self-service portal for work order tracking and payment history.

Business Reports

Analytics, performance metrics, and exportable data.

Reports Center

Generate PDF reports, export CSV data, and view performance dashboards.

System Settings

Configure your STARZ-OS workspace preferences.

Appearance

Dark Mode

Toggle between light and dark themes

Sound Notifications

Play sounds for partner signings

Integrations

Supabase Connection

Live database and real-time sync

Stripe Webhooks

Payment event notifications