Import CSV
| Component | Label | Amount (blank = unknown) | Kind |
|---|
Lead Pipeline
Every lead from your website, chatbot, WhatsApp & social β one board.
| Name | Contact | Industry | Source | Status | Follow-up | Captured |
|---|
Activity log
Every call, note, stage change and new lead β filter by person, action or day.
Call Queue
New leads & follow-ups due, ranked by AI priority. Call, then let Ava log the details.
Careers
Roles & internships shown on the website.
π Active items appear on your public website automatically. Toggle an item off to hide it without deleting.
Team & Roles
Create accounts and set what each person may do. Admins have every right; everyone else gets exactly the grants ticked here β enforced by the server, not the menu.
| Name | Username | Role | Grants | Status | Created |
|---|
Audit log
Who changed what, when and why. Every consequential change on every entity, newest first.
| When | Who | Action | Entity | Reason | Change |
|---|
Staff Contribution
What each team member has done β calls, remarks and pipeline moves. Attribution starts from when this feature went live.
| Staff | Calls | Remarks | βContacted | βQualified | βWon | Leads touched | Last active |
|---|
Recycle bin
Deleted leads stay here for 30 days β whether deleted here or in SMAAI β then they are removed for good. Restore puts a lead back exactly as it was, notes included.
| Lead | Contact | Status | Deleted by | Deleted |
|---|
AI Proposals
Generate world-class, client-ready project proposals β download as PDF or Word.
Monthly report
Per-month performance β hot leads, won deals, and your most convertible leads.
Cold email
Leads you've cold-emailed that haven't replied yet β kept out of the main pipeline so it isn't overloaded. They rejoin the pipeline the moment they reply.
| Name / Shop | Contact | Industry | Source | Captured |
|---|