Leads by Category
Leads by Status
Opportunity Score Distribution
Recommended Services
Lead Finder
Search Geoapify Places by local-service category and add selected businesses to your CRM.
Geoapify Results
Only businesses with phone numbers are shown, added, or exported.
CRM Lead Table
Search, filter, sort, edit, score, and move leads through the pipeline.
Finder imports are grouped by import time. Select a batch to show only those leads.
No leads selected.
Manual Website Audit
Website Speed Audit
Runs mobile and desktop PageSpeed with longer browser-side timeouts, URL fallback attempts, retry/throttle safety, skipped-no-website handling, and counted per-lead error reporting.
Google Profile Setup & Optimization Review
Fetch public business/profile listing data from the selected source. Default mode uses Geoapify only, without Google Places billing, then turns missing Google-only fields into GBP setup/optimization opportunities for AI, packages, outreach, proposals, and agent flow.
Default realtime fetch uses Geoapify Places / Place Details only. Geoapify can provide public listing/contact evidence such as name, address, phone, website, category, hours, and source listing URL when available, but it cannot fetch Google-only GBP claimed status, Google rating/review count, Google photos, or Google posts/offers. Those unavailable fields remain Unknown/Unavailable and feed the Needed Improvements + Services to Recommend sections. Google Places can still be enabled as an optional paid source in API Settings.
Current Google Profile State
Needed Improvements
Services to Recommend
AI Service Recommendation & Package Builder
Analyze lead data, website audit, PageSpeed, Google Profile/GBP SEO/reviews notes, CRM status, and service fit with Gemini, OpenAI, Groq, or a custom OpenAI-compatible API.
Detected Problems
Recommended Services
Custom Package
Proposal Summary
Fulfillment Plan
Outreach Assistant
Generate short, personalized messages based on real business improvement opportunities.
Follow-up Tracker
Next Best Action
Follow-up History
Proposal, Signup & Payment Tracker
Proposal Text
Fulfillment Dashboard
Track onboarding, access, website work, automations, revisions, launch, and completion.
Import CSV
Accepted columns include companyName, ownerName, category, address, city, state, country, phone, email, website, source, notes, status.
Export
Restore JSON Backup
Reset CRM Data
Deletes all local CRM leads, audits, outreach, proposals, and fulfillment records. API settings stay unless reset in API Settings.
Agent Client Flow & Deal Desk
Use the selected lead's website audit, speed audit, Google Profile review, AI package, outreach, follow-up, proposal, payment, and fulfillment data to guide every client conversation.
Agent Brief
Conversation Flow
Required Information Before Proposal / Fulfillment
Recommended Offer & Outreach
Copyable Agent Playbook
AI Prompt Builder
Business & API Settings
Update your company name once and it will be used across app titles, AI prompts, outreach, proposals, reports, exports, and agent playbooks.
Save settings after changing the company name. New generated outreach/packages will use the latest name. Existing saved AI/outreach text remains unchanged until regenerated.
API Settings
Save, update, show/hide, test, and reset keys. Keys are saved in localStorage and Supabase settings after login so the last-used APIs reload when the app is reopened. Choose a default AI provider for package generation.
AI provider keys
Other / custom AI provider
Business data APIs
Google Profile data extraction: Default mode is Geoapify only, so the CRM can enrich public business/contact data without Google Places billing. Geoapify does not return Google-only fields such as GBP claimed status, Google rating/review count, Google photos, or posts/offers; the CRM marks those as Unknown/Unavailable and converts them into Google Business Profile setup, optimization, review, photo/post/offer, and automation recommendations. Use Google Places only when you want paid, richer public Google Maps fields.
Freemium alternatives: Geoapify Places has a free daily credit tier, Foursquare Places offers free usage for qualifying Pro endpoint calls, and Nominatim/OpenStreetMap can work for very low-volume or self-hosted geocoding. For production and bulk enrichment, use a backend proxy, caching, and provider-specific compliance rules.
Progress is saved locally and in Supabase. True execution after the browser closes requires a backend worker URL; otherwise browser-only jobs are preserved and can be resumed when the app is reopened.
API Status
CRM lead data syncs with Supabase after login. API keys are saved locally and, after Supabase login, in CRM settings so they reload on reopen. For production, move private keys to backend/Worker secrets.