Financial Services · ~2 min walkthrough
CRM Platform
See the full mortgage lead journey: a borrower completes the qualification wizard, a manager assigns the lead, reps work tasks and voice notes in CRM, and managers monitor team performance with exports to CSV and Google Sheets.
Qualify • Assign • Close
End-to-end lead management from qualification to close
Mgr + Rep
Personas
Full flow
Pipeline
AI transcribe
Voice notes
~2 min
Demo runtime
Chapters
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What this demo covers
Qualification wizard auto-creates CRM leads & follow-up tasks
Manager unassigned queue with one-click rep assignment
Rep dashboard — notes, tasks, voice memos & pipeline stages
Team dashboard with SLA metrics and overdue visibility
CSV export & Google Sheets sync for reporting
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