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Companies

Every company you serve, in one operational record.

Filter the active book by lifecycle, package fit, and enrichment status. Open a company to step into the account command center.

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ViewsResetActive ClientsAll CompaniesDuplicate ReviewNeeds Enrichment ReviewNew ProspectsStarted Consultations
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LifecycleAllLeadProspectOpportunityClientFormer ClientVendorPartnerInternalMergedArchived
PackageAllHero CoreHero SecureHero CompleteCustom
EnrichmentAllnot startedpartialcompletefailed
Lead sourceAllAssessment wizardBooking lookupManualReferralPartnerWebImportedOutboundOther
Duplicate warningAllHas open duplicate

0 companies

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Softphone dock placeholder

Twilio calling stays stubbed in Sprint 0, but the workspace keeps its future footprint.

Stub