Recent Leads
Recent Calls
Attribution Breakdown

Sales Pipeline

All Leads

NameCompanyStageValue AttributionPhoneActions

Call Log

Offline Conversions

How it works: When a lead is marked Won, a conversion record is created automatically using their GCLID. Click Push All Pending to send conversions to Google Ads via the API, or export as CSV to upload manually.

Number Pools & DNI

Dynamic Number Insertion: Assign a Twilio tracking number to each source/medium/campaign/keyword combination. Add the generated script to your website to automatically swap the displayed phone number for visitors from each source — so every call is attributed correctly.

Settings

🎯 Google Ads API
Without dashes
Expires hourly — refresh from Google OAuth2
Only needed if direct API calls fail due to CORS
📞 Twilio Voice
Server endpoint returning a Twilio Access Token
Your primary Twilio number (E.164 format)
Twilio browser calling requires a server-side token endpoint. See Twilio's quickstart guide.
🌐 Website & DNI

Form Intake

PASTE DETAILS FROM FORM SUBMISSION
ATTRIBUTION
If set by DNI on your site
QUICK PASTE Paste a raw email/form submission and we'll try to extract the details
LEAD PREVIEW
SAVE AS
RECENT INTAKES
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