New lead
Awaiting first signal
Company
Source:—
Last Activity:—
Owner:—
Trail to Revenue.
Trusted by ambitious teams
NORTHWAYALTURAVERITYLUMENCOSTRATAPIVOT
Lead
Capture every signal
Capture leads, replies, activity, and imports in one complete customer record.
Signal Sources
- Web Form
- Email Reply
- Website Activity
- CSV Import
- API Sync
Audience
Build the right audience
Turn millions of records into focused audiences with advanced filters and exclusions.
Industry
Headcount
Region
Job
Exclusions
Filter logic
Narrow the pool
0/5 applied
Waiting for filters
Each condition layers on with AND and shrinks who qualifies.
Who remains
2,453,117
Records in pool
Create list
Name your audience…
Automation
Make work flow
Automate tasks, follow-ups, routing, and notifications across your workflows.
Flow Builder
- Trigger
- Conditions
- Actions
- Delays
- Integrations
New Contact
Qualification
Qualified?
Yes
Create Opportunity
Assign Owner
Create Task
No
Nurture Flow
Send Notification
Pipeline
Keep deals moving
Manage every opportunity through a clear path from first touch to closed won.
Lead Capture
Name
Liam Carter
Company
Nova Labs
CRM Leads
Liam CarterNew
Sophia WilsonContacted
James BrownQualified
Contact
Liam Carter
Nova Labs
QualifiedPipeline Value
—
Deals Won
—
Win Rate
—
Avg. Deal Size
—
Pipeline by Stage
- New
- Qualified
- Proposal
- Negotiation
- Closed Won
Revenue Trend
$1.24M
+33%
Apr 1Apr 29
Recent Activity
- 10:00 AM
Discovery Call
Nova Labs
- Yesterday
Proposal Sent
Acme Corp
- 2 days ago
Contract Signed
CoreSync
- 3 days ago
Follow-up Email
Vertex Co
Top Opportunities
- NONova Labs$120,000
- VEVertex Co.$95,000
- COCoreSync$78,000
- BRBrightPath$60,000
Tasks
Call Liam Carter
Due today
Send Proposal
Due today
Follow up on Contract
Due tomorrow
Meeting
Discovery Call
Apr 22 · 10:00 AM
+2Closed Won
Nova Labs
$24,000
Closed WonWorkspace
Prioritize what matters
Bring tasks, meetings, follow-ups, and alerts into one prioritized workspace.
Overdue
2 items need your attention
Completed
3 tasks this week
Deal Update
Nova Labs
Moved to Proposal
Priority Workspace
Today
Prioritized
- 1
Call Liam Carter
Nova Labs
High9:30 AM - 2Pending11:00 AM
Send proposal deck
Vertex Co.
- 3
Follow up on contract
CoreSync
Follow-up1:15 PM - —
Discovery call
BrightPath
Meeting3:00 PM
View full agenda
Upcoming Meeting
Discovery Call · BrightPath
Today · 3:00 PM
Recent Activity
Liam Carter opened your email
2h ago
Integrations
Everything works together
Connect Demand Trail with the tools and systems your business already relies on.
