Funnel
Recommended Actions for Today
Urgent closes, Gemini AI strategy & stale deal alerts
Pipeline Dashboard
Live conversion metrics & active stages
πΌ Deal Stages Board
Drag or click any deal to manage momentum, log interactions, and review AI briefsSales Analytics
Sales Funnel
Activity by Rep
Partner Attribution ROI
Deals and leads tagged to a named event, introducer, or referrer β tag a deal from the New/Edit Deal form, a new lead from the New Lead form, or an existing lead right on its card in the Leads list.
Calendar
Your scheduled meetings, plus anything logged as a meeting or call on a deal you own or in the Primary funnel.
Companies
Contacts
Leads
Prospective iGaming & regulated digital operators who've reached your inboxes (hello@pds-tech.ai & team mailboxes) but aren't in the CRM as Contacts yet. Convert them once they're qualified.
Suggested company matches
Not confident enough to link automatically β approve or dismiss each one.
βοΈ User Management & Permissions
Manage team members, roles, and configure access permissions to leads and pipeline deals.
Contacts at this company
π Scheduled Video Meetings & Calls
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