Sample data. Nothing here is a real customer.
Click around startbuddi. No sign-up.
Follow one day in a small service business, from a WhatsApp enquiry to a paid invoice. Or skip the tour and poke around on your own.
CRM InboxManage messages across email, live chat, WhatsApp and social channels.
SearchComposeAll 79Email 58Live chat 5WhatsApp 9SMS 4Facebook 2Instagram 1
Amara Okafor Thursday works, 11 please
Zainab Musa Do you have space on Saturday?
Chidi Eze Saw your ad. How much for a site?
Kwame Mensah Sent the brief, have a look
UN
Unknown contact Do you deliver to Abuja?
Amara OkaforWhatsApp · Outreach team
Hi, is Thursday free for a consultation?
ChipYes: 11:00 or 15:00 are open. Which suits you?
Thursday works, 11 please
Booked. See you Thursday at 11:00.
Reply…
That was one day. Now try it with yours.
Start free, bring in your own contacts and send your first invoice today. Everything you just clicked through was sample data.
·
Live calls and Chip notes come with paid plans, from Starter.Good morning, AmaraSunday, 27 September · 3 overdue tasks and 4 invoices need you today.
Search+ NewToday5 items2 calls, 3 tasks
Contacts463+12 this week
Open tasks215 due today
Campaigns174 live
Chip's brief · 9:05 AM
3 overdue tasks need your attentionOldest: send Mensah the revised quote
4 invoices waiting for payment₦186,500 in total · 1 is 10 days late
38 forms collecting submissions6 new since Friday
Who have I not followed up with?Ask Chip
AnalyticsEverything your business measured in the last 30 days, against the period before.
SearchSave as reportOverviewMarketingSales & contactsRevenueWeb & pagesFormsBookingsAutomationsSEO
Money received₦1.84M+14% vs previous
New contacts123−8% vs previous
Value won₦920,000+31% vs previous
Bookings made38+167% vs previous
Form submissions · last 30 days
Aug 28Sep 7Sep 17Sep 27
Ask Chip about these numbers
What changed, and why?
Where do people drop off?
Which channel brings contacts?
Write a report for my team
CustomersChip: 3 unread messages, ₦186,500 outstanding. 2 things to do first.
Search+ NewPipeline value₦2.4M9 open deals
Weighted forecast₦1.1M+12% vs last month
Won this month4+2 deals closed
Win rate38%+5 pts
Pipeline by stage
QualifyProposalNegotiateContractWon
Today's activity
Amara Okafor repliedThursday works, 11 please
Deal moved to ProposalMensah Logistics · ₦450,000
New form responseLindiwe Dube · Get a quote
Follow-up dueCall Tom Walsh about renewal
ContactsManage your contacts and relationships in one place.
Search+ Add ContactAll Contacts 463My Contacts 41Recently Added 12Starred 6Opportunities 3Duplicates
| Contact name | Company | Owner | Tags | |
|---|---|---|---|---|
| Amara Okafor | Okafor Studio | amara@okafor.studio | Customer | |
| Kwame Mensah | Mensah Logistics | kwame@mensah.co | Hot lead | |
| Sarah Chen | Brightline Dental | sarah@brightline.com | Follow-up | |
| Diego Ramírez | Casa Verde | diego@casaverde.mx | Webinar | |
| Lindiwe Dube | Dube & Co | lindiwe@dube.co.za | New lead | |
| Priya Nair | Nair Wellness | priya@nairwell.in | Reactivate |
Companies280 companies · 210 added this month
Search+ Add companyMensah LogisticsAccra, Ghana · ₦4.2M revenue3 contacts
Brightline DentalLondon, UK · $18,400 revenue2 contacts
Okafor StudioLagos, Nigeria · ₦1.8M revenue1 contact
Casa VerdeMexico City · $9,200 revenue1 contact
Dube & CoJohannesburg · $6,750 revenue4 contacts
Nair WellnessBengaluru, India · $3,100 revenue2 contacts
CRM PipelineTrack deals, manage stages, and move opportunities forward.
Search+ Add DealDealsForecastAnalyticsSettings
Qualification2
Brightline Dental rebrand$4,800 · 2d agoReferral
Casa Verde menu site$1,900 · 5d agoWebsite
Proposal2
Mensah Logistics portal₦450,000 · 1d agoHot
Dube & Co retainer$2,400/mo · 3d agoReferral
Negotiation1
Okafor Studio booking app₦820,000 · todayClosing
Won1
Nair Wellness SEO$3,100 · Won 23 SeptWon
Data qualityWhat's missing and where, fixed right here.
SearchRescanOverviewCompanies 1071Contacts 353Duplicates 6Form responses 63Sync issues 4
Companies with a logo212 / 28076% covered
Companies synced238 / 28085% covered
Contacts with an owner402 / 46387% covered
Sync health4 failed−2 since Monday
Chip's read · data health 82/100
6 possible duplicatesEvery report is off by that much until merged
Merge duplicates63 form responses never became a contactNobody is following them up
Add them61 contacts have no ownerReplies with no name on them tend to wait
Assign owners42 companies have no websiteI can suggest one from contact emails, free
Review suggestionsLive chatTalk to visitors, answer with Chip, and turn conversations into customers.
Search+ New chat widgetLive ChatVoiceAI AgentRoutingKnowledgeAppearanceAnalytics
Conversations248+31
AI resolved71%+8%
Human handovers38-5
Leads captured64+12
Conversations · last 4 weeks
Sep 1Sep 14Sep 27
Knowledge gaps
Deliver to Abuja?Asked 6 times
Pay in instalments?Asked 4 times
Do you design menus?Asked 3 times
WhatsAppHow your WhatsApp is doing, and what needs you.
Search+ Create a campaignHomeCampaignsTemplatesChatbotFlows & formsContactsAdsSettings
Conversations649 waiting for a reply
Messages sent1,212+312 this period
Delivered96.4%+2.1 pts
Replies188+41 this period
Needs attention
Template has nothing to send with"october_offer" starts with an image that is not set
Campaign partly failed"Reactivation Sept" · 12 numbers not on WhatsApp
5 people waiting over an hourOldest: Zainab Musa, "Do you deliver?"
Quality rating: GreenMessaging limit: 1K customers / 24h
AnnouncementsTeam space · 10 members
Search# announcements# general# rebrand# cafe-site# content
Amara Okafor
Reminder: Okafor concepts go out Tuesday. Final files in the project by Monday 5pm, please.
Kwame Mensah
Logo set is in. Waiting on Zainab for the social mockups.
Zainab Musa
Uploading now. Three sizes each for Instagram and LinkedIn 👍
Tobi Adeyemi
Café shoot moved to Thursday 10:00. Task updated.
Message #announcements
SalesWhat needs you today, KemiFind people, reach them from your own mailbox, and turn replies into deals.
Import a listNew sequenceFind prospects4 replies waiting2 interested in the last 30 days
86 people in sequences3 running
212 emails this week2 mailboxes sending
7 open deals₦4,850,000 · $6,200
Next actions
4 replies are waiting for youSales inbox
Answer3 outreach tasks are dueCalls, LinkedIn, manual emails
Do themNext meeting: Ngozi AdeyemiThu 11:00
Open18 saved prospects not contacted yetProspect lists
Add to a sequenceSalesDealsNew business · 7 open deals
Search+ Add dealDealsForecastAnalytics
New Leads2
Harbour Dental booking site₦650,000 · from a sequence replyInterested
Casa Verde menu site$1,900Website
Qualified1
Mensah Logistics portal₦1,200,000 · 3 peopleCall booked
Proposal Sent2
Dube & Co retainer$2,400/moCloses 30 Oct
Okafor Studio rebrand₦820,000Gone quiet
Won1
Nair Wellness SEO$3,100 · Won 9 OctWon
Sales inboxSee what you sent them, what they said, and what is next.
SearchAsk Chip to triageReplies 4SentTasks 3
Zainab Musa Interested · Lagos clinics, intro
Kwame Mensah Not now · back in touch in March
Lindiwe Dube Out of office until Monday
Chidi Eze WhatsApp · "Send me the price list"
Folake Bello Call · Spoke to them
Zainab MusaPractice manager, Harbour Dental · Sequence: Lagos clinics, intro
Hi Zainab, saw Harbour Dental opened in Lekki this year. Do patients still book by phone?
They do, and it is chaos on Mondays. What would this look like for us?
ChipDraft from your Chip SDR: thanks, here is the 15-minute call link. Use draft?
Reply…
ProspectingDental clinics in Lagos with 5 to 20 staff · 18 found
SearchSend to outreachDiscoverSaved prospects 18Recent searches
| Prospect | Company | Why Chip picked them | Match | Work email |
|---|---|---|---|---|
| Zainab Musa | Harbour Dental | Opened a Lekki branch this year | Strong match | Verified |
| Tunde Bakare | Smile Studio | No online booking on their website | Strong match | Not revealed |
| Amaka Obi | Ikoyi Family Dental | Hiring a front desk manager | Moderate match | Risky |
| Ifeoma Nwosu | Yaba Dental Care | Chip inference: small team | Partial match | Not revealed |
Outreach / SequencesLagos clinics, intro Running
Add peoplePauseDay 1 · testing two subjectsEmail 1: Quick question, {first_name|there}
ThenWait 3 business days
ConditionClicked a link? Yes: end. No: carry on
Outreach taskCall, with talking points
Outreach taskLinkedIn message, sent by you
Follow-upEmail 2, in the same thread
End the sequence when
They book a meetingAny booking
OnThey fill in a formGet a quote
OnA deal is opened for them
OnSend from kemi@okafor.studioGmail · 30 a day
SendingSalesDealsForecast in NGN · each currency on its own
Search+ Add dealDealsForecastAnalytics
Expected₦1.9Meach deal × its chance
Commit (70%+)₦1.2M2 deals
Best case₦3.4Mall 5 open deals win
Win rate38%won vs. lost
Forecast by close month
OverdueOctNovDecNo date
Closing soon
Mensah Logistics portal₦1,200,000 · 80%
Okafor Studio rebrand₦820,000 · 50%
Harbour Dental booking site₦650,000 · 30%
BookingsBookings +75% vs last month. Your busiest slot is around 9 AM.
Search+ New BookingTodayThis weekThis month
Today's Appointments
Amara OkaforBrand strategy session · with Kemi
ConfirmedKwame MensahDiscovery call · with Tunde
ConfirmedZainab MusaPhoto shoot · with Folake
ConfirmedChidi EzeWebsite review · with Kemi
PendingNeeds attention
Lindiwe DubeMon 21 Sep, 10:00 · Discovery call
Came?Emeka ObiTue 22 Sep, 14:00 · Consultation
Came?Appointments36 appointments · soonest first
Search+ New BookingAllTodayThis weekThis monthCustom
| Customer | Service | Date & time | Assigned to | Status | |
|---|---|---|---|---|---|
| Amara Okafor | Brand strategy | Sep 28 · 09:00 | Confirmed | ||
| Kwame Mensah | Discovery call | Sep 28 · 10:30 | Confirmed | ||
| Zainab Musa | Photo shoot | Sep 29 · 13:00 | Confirmed | ||
| SC | Sarah Chen | Website review | Sep 30 · 15:30 | Pending | |
| DR | Diego Ramírez | Consultation | Oct 1 · 11:00 | Cancelled | |
| Lindiwe Dube | Discovery call | Sep 21 · 10:00 | No show |
CalendarSep 27 – Oct 3, 2026
Search+ New BookingDayWeekMonthStaff
Sun 27Mon 28Tue 29Wed 30Thu 1Fri 2Sat 3
08:0010:0012:0014:0016:00
Brand strategy · AmaraDiscovery · KwamePhoto shoot · ZainabSite review · SarahDemo callDiscovery · PriyaConsultation · TomBlocked · lunchCoaching · Lindiwe
Services6 services people can book
Search+ Create ServiceDiscovery call30 min · Free · 3 hostsActive
Brand strategy session60 min · ₦45,000Active
Photo shoot2 hours · ₦80,000Active
Website review45 min · ₦25,000Active
Coaching call60 min · $90Active
Group workshop90 min · ₦15,000Paused
Booking linksWhere clients pick a time with you
Search+ New booking page URLMain booking page
startbuddi.com/b/amara-studioHeadline: "Choose appointment"
MainDiscovery call30 min
Brand strategy session60 min
Photo shoot2 hours
Team member pages
Kemi Adebayo/b/kemi
LiveTunde Bakare/b/tunde
LiveFolake Ade/b/folake
LiveTobi LawalNo page yet
CreateDrop in or callCall a teammate or drop in to a space
Start a meetingCall a teammate
Kemi AdeyemiTeammate
Chidi OkekeTeammate
Do not disturbLindiwe DubeTeammate
Drop in to a space
designTobi and Amara
Talking nowlaunchSpace
Okafor Studio rebrandProject
Kilimani Coffee reviewMeeting · 24 min
Invite peopleRecording and Chip notes are on. Everyone here can see this.
Amara (you)
Kwame · guest
Tobi
Zainab · guest
MuteCameraShareReactPeopleChipLeave
MeetingsScheduled and past meetings. Guests join from a link with no account.
SearchSchedule a meetingUpcomingPastRecurring
Tue 7 Oct
| Meeting | Time | Type | Recorded | Chip notes | Joined |
|---|---|---|---|---|---|
| Kilimani Coffee review | 10:00 to 10:30 | Client | Notes to review | 3 joined | |
| Consultation, Ada Nwosu | 14:00 to 14:30 | Bookings | Notes saved | 2 joined | |
| Weekly team meeting | 16:00 to 16:30 | Internal | Notes saved | 5 joined |
Mon 6 Oct
| Meeting | Time | Type | Recorded | Chip notes | Joined |
|---|---|---|---|---|---|
| Brand audit call, Mensah & Co | 11:00 to 11:45 | Bookings | No-show | ||
| 1:1 · Tobi Bello | 15:00 to 15:30 | Internal | Notes saved | 2 joined |
Live / RecordingsKilimani Coffee reviewChip wrote this from the transcript. Check it before you save: it is a draft until you do.
DiscardSave notes and create 2 tasksChip notesSave notes
Action items
Send the photo briefAmara · due Fri 10 Oct
TaskBook the photographerTobi
TaskFollow-up emailChip drafted this. Edit it, then send it from your business.
Send to guestsPricing your services: live Q&AWebinar · registrants join from their own link
Mute everyoneAmara is presenting: Pricing your services
Amara (host)
Kemi · co-host
Chidi
Lindiwe
MuteCameraShareReactPeopleChipLeave
Chat
ChidiDo you add VAT on top of the package price?
LindiweIs there a replay if I have to leave early?
KemiYes, the replay page opens after the session.
OverviewYour business, out in the world: plan it, send it, watch it work.
Search+ New campaignRevenue attributed₦1.26M17 campaigns
Messages sent (7d)2,184+18% across channels
Avg conv. rate16.9%+2.4 pts
Active automations710 total workflows
Cross-channel performance · last 12 months
OctJanAprJulSep
Live activity
Email sent to 351 contactsOctober offer: 20% off brand kits
WhatsApp campaign deliveredReactivation · 96% delivered
Post publishedBehind the scenes at the studio
SMS sent to 120 contactsBooking reminder · Lagos
Email MarketingCreate, send and track email campaigns that engage and convert.
Search+ Create campaignOverviewCampaignsTemplatesLists & SegmentsSubscribersActivityReportsSettings
Emails sent4,760+1,120 vs prior
Open rate41.2%+3.1 pts
Click rate6.8%+0.9 pts
Unsubscribe rate0.4%−0.2 pts
Performance overview
Aug 28Sep 7Sep 17Sep 27
Your audience (last 7 days)
Contacts with an email
Can receive campaigns
Unsubscribed
Lists
Social Media ManagerTell Chip what is happening this week and get a ready-to-post plan.
Search+ Create PostOverviewPlannerCalendarScheduleContentAnalyticsAccountsSettings
Plan my contentGenerate 5 posts
Social Media ManagerPlan, schedule and publish across all your social platforms.
Search+ Create PostOverviewPlannerCalendarScheduleContentAnalyticsAccountsSettings
Mon 21Tue 22Wed 23Thu 24Fri 25Sat 26
08:0010:0012:0014:0016:0018:00
IG · reelLinkedIn · tipsFB · storyIG · carouselLinkedIn · caseYouTube · shortIG · weekend
CampaignsPlan, track and measure every marketing initiative in one place.
Search+ New campaignAll campaignsCalendarTemplatesAnalytics
Active campaigns46 in total
Scheduled assets12still to come
Contacts influenced1,392+214 this month
Revenue influenced₦1.26M+₦310k
All campaigns
October brand-kit offerEmail · WhatsApp · Social · Oct 1–31
50% doneLagos masterclass launchWebinar · Landing page · Email
30% doneWin back quiet customersEmail · SMS
LiveMonthly newsletterEmail
PlannedPublishCreate and manage everything your customers see online.
Search+ CreateAll 15Landing page 6Webinar 3Website 3Link in bio 1Store 1
Published14+2 this month
Visitors2,481+18%
Leads186+24
Sales₦1.24M+₦310k
Visitors · last 30 days
Aug 29Sep 13Sep 27
Your pages
Studio siteWebsite · 2d ago
Brand kitsStore · 4d ago
Brand auditLanding page
Landing pages11 pages · 9 published
Search+ Create landing pageAllPublishedDraftsArchivedTemplates
| Page | Visits | Leads | Conversion | Status | Updated |
|---|---|---|---|---|---|
| Free brand audit | 842 | 61 | 7.2% | Published | 2d ago |
| Brand in a weekend | 516 | 38 | 7.4% | Published | 2d ago |
| Logo design packages | 394 | 22 | 5.6% | Published | 3d ago |
| Mentoring waitlist | 231 | 47 | 20.3% | Published | 5d ago |
| Brand audit: thank you | 58 | 0 | — | Published | 1w ago |
| Holiday promo | 0 | 0 | — | Draft | 1w ago |
StoreSell products, manage orders and grow your business.
Search+ Add productOverviewProductsOrdersCustomersSettings
Total sales₦1.85M+22%
Orders42+9
Customers37+6
Avg. order value₦43,900+₦2,100
Sales overview · last 30 days
Sep 1Sep 15Sep 27
Recent orders
Kemi A.Brand package
Kwame M.Social media kit
Lindiwe D.Logo design
FormsFree brand audit leads right now: 64 submissions this month.
Search+ Create formSubmissions this month148+42
Total submissions1,236
Contacts created412+57
Live forms9
Top performing forms
Free brand audit requestStandard form · last response 2h ago
ActiveExit popup · websiteEndpoint · last response 5h ago
ActiveBrand in a weekend signupStandard form · yesterday
ActiveClient intakeStandard form · Sep 22
ActiveMentoring waitlistStandard form · Sep 18
ActiveLink in bioOne link for everything you do, wired into your business.
Search+ CreateYour pageDesignSettings
Your profilePublish
amara.studio
Amara Okafor Studio
Brand designer for Lagos small businesses
Book a free callShop brand kitsFrom ₦25,000
Watch: my design process
Join my newsletter
Good morning, AmaraHere’s what’s happening with your work today.
Search+ New projectMy open tasks73 due today
Active projects5
Needs attention2
My active goals3
Projects needing attention
Okafor Studio rebrandClient project · Due Oct 3
2 overdueLagos café websiteClient project · Due Oct 10
1 overdueQ4 content calendarInternal · Due Oct 31
On trackProjectsPlan and deliver the work: every project, portfolio and template.
Search+ New projectAll projectsPortfoliosTemplates
| Project | Owner | Due date | Progress | Status |
|---|---|---|---|---|
| Okafor Studio rebrand | Oct 3 | 2 overdue | ||
| Lagos café website | Oct 10 | 1 overdue | ||
| Q4 content calendar | Oct 31 | On track | ||
| Mensah & Co onboarding | Nov 7 | Planning | ||
| Clinic booking revamp | Sep 19 | Complete |
My workEverything assigned to you across every project.
Search+ Add taskListBoardTimelineCalendar
To do2
Discovery callSep 30Medium
Launch emailOct 4Low
In progress2
Logo conceptsSep 29High
Menu copyOct 1Medium
Blocked1
October postsOct 2Low
Done2
Phase 1 invoiceSep 24High
MoodboardSep 22Medium
Client portalsGive each client a private page for their projects, approvals and invoices.
Search+ Create a portalOkafor rebrandAmara Okafor · 8 itemsLive
Café websiteChidi Eze · 5 itemsLive
Mensah & CoKwame Mensah · 3 itemsLive
Dube ClinicLindiwe Dube · 6 itemsPaused
Chen PhotographySarah Chen · 4 itemsLive
Ramírez CoachingDiego Ramírez · 2 itemsPaused
DocumentsAll documents
Search+ NewAllProposalContractMeeting notes
Client proposals6 filesFolder
Contracts4 filesFolder
Webinar roadmap3 filesFolder
Okafor Studio rebrand proposalProposal · 25 SeptSent
Lagos café service agreementContract · 23 SeptSigned
Mensah & Co kickoff notesMeeting notes · 22 SeptDraft
MoneySee what came in, what is going out, and what needs attention.
SearchCreate invoiceMoney in₦1,420,000+18% vs last month
Money out₦386,500+₦42,000
Outstanding₦312,000
Money movement · last 6 months
AprMayJunJulAugSep
Needs attention
Overdue · Kwame M.INV-2026-014
Due Friday · LindiweINV-2026-017
Office rent billDue Oct 1
InvoicesCreate, send, and follow every invoice from draft to payment.
SearchNew invoice| Invoice | Client | Amount | Status |
|---|---|---|---|
| INV-2026-018 | Sarah Chen | $650 | Sent |
| INV-2026-017 | Lindiwe Dube | ₦120,000 | Sent |
| INV-2026-015 | Amara Okafor | ₦150,000 | Draft |
| INV-2026-014 | Kwame Mensah | ₦95,000 | Overdue |
| INV-2026-013 | Priya Nair | $420 | Paid |
INV-2026-015Sep 26, 2026 · due Oct 9
DraftBill to: Amara Okafor, Okafor Foods
| Item | Qty | Amount |
|---|---|---|
| Brand identity package | 1 | ₦120,000 |
| Social media templates | 1 | ₦30,000 |
Total₦150,000
Pay by card or bank transferReceivablesSee who owes you, what is due soon, and what needs follow-up.
SearchSend reminderAll 6Due soon 2Overdue 2Partially paid 1Paid 1Drafts 3
| Customer | Invoice # | Balance | Due date | Status | |
|---|---|---|---|---|---|
| Kwame Mensah | INV-2026-014 | ₦95,000 | Sep 15 | Overdue | |
| Zainab Musa | INV-2026-011 | ₦48,000 | Sep 23 | Overdue | |
| Lindiwe Dube | INV-2026-017 | ₦120,000 | Oct 2 | Due soon | |
| SC | Sarah Chen | INV-2026-018 | $650 | Oct 4 | Due soon |
| Chidi Eze | INV-2026-012 | ₦30,000 | Sep 30 | Part paid | |
| DR | Diego Ramírez | INV-2026-009 | $0 | Sep 10 | Paid |
Get PaidEvery way to collect money, in one place.
SearchSend an invoicePay me pageSell somethingSubscriptionsPayment linksScan to payEstimatesProposals 8Contracts 9
Your pagePreview
sent via startbuddi
Amara Okafor Studio
Brand and logo design for small businesses
Logo design₦35,000
Brand package₦60,000
ExpensesTrack spending, review receipts, and manage recurring costs.
SearchAdd recurringReviewCategoriesBillsReimbursements
Open bills4
Outstanding₦286k
Overdue1
Paid₦512k+₦98k
Bills & payables
LP
Lagos Print Hub200 flyers · due Oct 2
ApprovedTobi Lawal (contractor)Video edit · due Oct 5
To approveYO
Yaba office rentOctober · due Sep 25
OverdueCP
Canva ProAnnual plan
PaidPeopleHow your company works — people, structure, and daily work.
Search+ Add peopleGetting started with People · 3 of 6 done
Review workspace membersEmployees vs. external collaborators
DoneCreate departmentsGive reporting lines a home
DoneAssign managersSet who reports to whom
DoneComplete employee profilesJob title and department for everyone
OpenConfigure leaveWorking hours and leave types
OpenChip HR
Incomplete onboarding?Which employees have it
Needs my decisionRequests waiting on me
Policy sign-offsWho still needs to acknowledge
TeamEveryone in your workspace, their role, and who they report to.
Search+ Add employeeAll (10)Active (9)Setup needed (0)Away (1)Suspended (0)Former (0)
| Employee | Department | Job title | People access | Status |
|---|---|---|---|---|
| Amara Okafor | Admin | CEO | HR Admin | Active |
| Kwame Mensah | Design | Lead designer | Member | Active |
| Zainab Musa | Social | Social lead | Member | Active |
| Tobi Adeyemi | Content | Content writer | Member | Away |
| Lindiwe Dube | Ops | Ops manager | HR Admin | Active |
LeaveYour balance, your time off, and anything waiting on your decision.
SearchRequest leaveAnnual leave146 used
Sick leave82 used
Compassionate leave50 used
Unpaid leave0
Your leave
Annual leaveDec 22 – Jan 2 · 8 days
PendingAnnual leaveAug 11 – Aug 15 · 5 days
ApprovedWaiting on you · KwameAnnual leave · Oct 13 – Oct 17
ReviewOnboardingGet new hires set up with tasks, access, and a welcome.
Search+ Start onboardingOverviewActiveCompletedTemplatesSettings
Active onboarding3
Starting soon1
Overdue steps2
Completed this month2
Onboarding in progress
Folake AdebayoAccount manager · started Sep 22
On trackEmeka NwosuVideo editor · started Sep 15
2 overduePN
Priya NairDesigner · started Sep 29
Starts Monyour automationsAutomate follow-ups, nurture, and outreach across your workspace
Search+ New automationAll Automations 35TemplatesActivityAnalytics
Active automations7+5 this month
Contacts in journeys136438 reachable
Avg. completion94%On track
Needs attention11 step failed
All automations
Welcome every new contactForm submitted → email → wait 1 day → task · 48 live
ActiveBooking reminder stackBooking made → WhatsApp → SMS · 31 live
ActiveOnboard when a deal is wonDeal won → portal invite → project · 6 live
ActiveInvoice overdue recoveryInvoice overdue → reminder → call task · 4 live
PausedNudge the team when a task is overdueTask overdue → chat ping
Draftyour automationsStart with a proven template and customise it for your business.
Search+ New automationAll Automations 35TemplatesActivityAnalytics
Lead capture welcome flowTurn new interest into a booked call.Lead nurture
New client onboardingA guided first week for new clients.Onboarding
Booking reminder stackTwo reminders, fewer no-shows.Appointments
Invoice overdue recoveryChase late invoices, politely.Payments
Cancellation win-backAn easy path back after a cancel.Retention
Manual reactivation burstWake up quiet contacts.Re-engagement
your automationsEvery contact that has been through an automation, newest first.
Search+ New automationAll Automations 35TemplatesActivityAnalytics
Enrollment history · 706 completed
| Contact | Automation | Status | When |
|---|---|---|---|
| Amara Okafor | Contact page form | Completed | 1d ago |
| Kwame Mensah | Contact page form | Completed | 1d ago |
| Lindiwe Dube | Exit intent pop-up | In progress | 2d ago |
| Sarah Chen | Masterclass registered | Completed | 2d ago |
| Diego Ramírez | Booking reminder stack | Waiting | 2d ago |
| Tom Walsh | Invoice overdue recovery | Failed | 3d ago |
Your AI team16 ready to use · 3 built by your team · 5 deployed across your dashboards
Search+ Create agentContacts 2Companies 3Deals 2Inbox 1WhatsApp 1People 1
Chip HROnboarding, records, policies, leave and reviews from your own handbook.People
Lead intelligence agentEnrich contacts, find buying signals, keep your CRM current.Contacts
Lead gen agentFind and qualify new leads that match your ideal customer.Research
WhatsApp agentAnswer WhatsApp, qualify leads and route them to your team.WhatsApp
Follow-up agentDrafts the next message for every deal that went quiet.Deals
Invoice AssistantDrafts invoices and chases the ones that are late.Money
What should we make today?Tell me what you want to make and I'll draft it against your actual business data.
SearchGenerateToolsLibraryHistory
Email writerA full marketing email from a one-line brief
Subject linesEight variants with a recommendation
Social postsPer-platform versions of one idea
WhatsApp templatesCopy written to pass Meta review
Recent AI activity
Black Friday emailEmail writer
30 days of social postsSocial posts
Win-back copySMS shortener
Invoice reminderWhatsApp templates
What Chip didEvery action an agent took on your behalf, and what actually happened.
SearchRefreshEverythingNeeds attentionWaiting for approvalCompletedChanged or cancelledDid not go through
Need attention1Could not confirm
Waiting for approval2Held until someone says yes
Completed48Verified at the provider
Changed in time3Undone after a correction
Everything · newest first
Book an appointmentWebsite agent · Voice · Amara Okafor, Thu 11:00
CompletedSend an invoice reminderFollow-up agent · WhatsApp · Kwame Mensah
Waiting for approvalMove deal to ProposalLead intelligence agent · Dube & Co
CompletedSend an estimateInvoice Assistant · Email · Sarah Chen
Cancelled