Run your agency on one system.
Find the businesses that need you, audit them before the first call, and carry every lead from discovery to signed proposal — in one workspace instead of seven subscriptions.
Lead discovery
Find the businesses that need you — before you call.
Search by niche, city and radius. Every result is analyzed on the spot and scored for opportunity, so the list sorts itself into who to call first.
- Filters for speed, mobile, SEO, Google Business Profile and paid-media signals
- Opportunity score and possible monthly gains on every lead
- WhatsApp, call, SMS or campaign enrollment straight from the card
Audits
A diagnosis before the first meeting.
Turn any URL into a client-ready audit: an overall score, the issues costing the business money, and a performance matrix across speed, SEO, accessibility and mobile.
- Findings ranked by severity — Critical and Warning
- Checks for analytics, pixels and active ads across the major platforms
- Export as PDF or PNG, or send it straight to the prospect
Digital Performance Audit for Bayside Dental Studio
Key Issues Hurting Your Business
Performance Matrix
CRM & pipeline
A pipeline that knows what each lead is worth.
Every lead carries its audit into the CRM. Move deals from New Lead to Won on a Kanban board, with possible gains totaled for each stage.
- Seven default stages, from New Lead to Won — or your own columns
- Tags, batch moves and a list view when the board gets busy
- The audit report is one click away on every card
Proposals & billing
From findings to a signed proposal.
Build a proposal from the services the audit recommends, share one link, and let the client accept online. Invoices and billing run in the same workspace, powered by Stripe.
- Shareable proposal link with online accept
- Send by email and track status: draft, sent, accepted
- Invoices and a financial dashboard next to your pipeline
Growth plan for Bayside Dental Studio
How it works
One loop, three moves.
Find & qualify
Discovery surfaces prospects in your niche; automatic audits score how much room for improvement each one has.
Pitch with evidence
Outreach leads with the prospect’s own audit. Proposals carry the findings — you sell the fix, not the promise.
Close & deliver
Proposals are accepted online, invoices go out from the same place, and the pipeline shows what is won and what is next.
The rest of the workspace
Everything an agency runs on, already connected.
Outreach
Sequenced, personalized outreach built on each prospect’s audit, with warmup-aware sending and compliance guardrails.
Direct Audit
Paste any URL and get the full audit in seconds — for prospects that didn’t come from discovery.
Sales Reports
See what your pipeline is producing: leads, proposals, wins and where deals stall.
Invoices & finance
Issue invoices and track revenue in a financial dashboard that sits next to your CRM.
Affiliate
Refer other agencies and track referrals from your own workspace.
White-label client portalComing soon
Reports, proposals and invoices for your clients, under your brand and your domain.
Put the whole agency in one place.
Start with discovery and audits — bring the rest of the operation when you’re ready.