👥 Total Opportunities
725
↑ 41.67% this week
📅 Appointments
45
↑ 87.5% this week
💬 Conversations
640
↑ 74.32%
🤖 Active Agents
3 / 28
building
Deal Pipeline AI Chat Pipeline
Msg Sent / No Response
585
$0 weighted
Lead Responded
104
$0 weighted
Lead Qualified
15
$0 weighted
Send To Client
21
$0 weighted
AI Agents
Sales & Marketing M&A Ops Finance
Inbound Qualifier
Responds to form submissions within 60s, qualifies leads, books calls automatically
GHL Native Priority 1
Reply Handler
Reads incoming replies, classifies intent, responds intelligently, moves pipeline stage
GHL Native Priority 2
Cold Outreach
Multi-channel email + SMS sequences personalized per contact using AI
GHL Native Priority 3
CRM Manager
Keeps contacts clean, auto-tags, merges duplicates, sets follow-up reminders
GHL Native Priority 4
Inbox & Scheduling
Triages messages, drafts replies, books meetings, protects deep-work time
GHL Native Priority 5
Content Writer
Writes posts, newsletters, scripts in your brand voice using Ask AI
GHL Native Priority 6
Social Poster
Publishes across LinkedIn, FB, IG, Google Business. Daily posting on autopilot
GHL Native Priority 7
Newsletter Manager
Email list management, segmentation, A/B testing, automated sends
GHL Native Priority 8
Call Prep & Notes
Auto-generates briefing before calls, summarizes after, creates follow-up tasks
GHL Native Priority 9
Invoicing & Collections
Auto-invoices on deal close, escalating payment reminders via email + SMS
GHL Native Priority 10
Deal Finder
Finds private businesses for sale matching buyer criteria before brokers list them
Hybrid Priority 12
Owner Research
Builds profiles on business owners — tenure, background, sell likelihood
Hybrid Priority 13
Listings Aggregator
Pulls listings from 15+ marketplaces into one deduplicated feed
Custom Priority 14
Dealflow Dashboard
Pipeline status, deal stages, weighted forecasts in real-time
GHL Native Priority 11
Deal Analyzer
Reads P&Ls, tax returns. Normalizes numbers, runs multiples and comps
Custom Priority 19
Offer Writer
Drafts LOIs, deal structures, negotiation scripts per opportunity
Custom Priority 20
Due Diligence
Financial, legal, operational checks. Flags risks before purchase
Custom Priority 21
Buyer Onboarding
Onboards buyers, collects KYC documents, sets up mandates
GHL Native Priority 15
Buyer x Seller Matcher
Matches deals to buyer mandates in real-time by criteria
Hybrid Priority 16
Data Room
Secure NDA-protected document sharing, tracks engagement
Custom Priority 23
Seller Prep
Coaches sellers on financials, builds CIMs
Custom Priority 24
KPI Dashboard
47+ live business metrics updated hourly with morning briefings
Hybrid Priority 25
Hiring Agent
Sources candidates, screens resumes, conducts first-round interviews
Hybrid Priority 22
Ad Manager
Runs paid ads, spins up variations, kills losers, scales winners
Hybrid Priority 17
Content Repurposer
Converts one piece into 30+ across every format
Custom Priority 18
Bookkeeping
Categorizes transactions, reconciles accounts, closes months fast
Custom Priority 26
Contracts & NDAs
Drafts, routes for signature, files, and tracks legal documents
Custom Priority 27
Legal & Compliance
Monitors regulations, flags compliance risks, audits exposure
Custom Priority 28
Recent Activity last 24h
Audit Quiz submission received — Summit Growth Partners, $5M-$10M revenue, Consulting
2 hours ago
Pipeline — 15 leads moved to Lead Qualified stage
4 hours ago
Outreach — 104 leads responded to cold outreach sequence
8 hours ago
Airtable sync confirmed — 6 quiz submissions recorded with all fields
12 hours ago
Audit Quiz updated — smart role auto-population deployed, bizName question removed
14 hours ago