AI workspace
Organise chats into projects, attach documents and get practical guidance based on your business data.
THE CONNECTED BUSINESS WORKSPACE
Better leads.
Closer relationships.
Find real business opportunities, organise every client conversation and see what converts. Your CRM and AI advisor, together in one focused workspace.
Track the conversation, not just the contact.
L◈ AI workspace▦ Statistics⊞ Leads◷ Follow-ups⚙ Settings
Good morning ○ Your business, organised
One place to make progress.
YOUR PIPELINEDiscoverFind relevant businesses
CLOSE THE LOOPFollow upTrack every conversation
AI ADVISORPlan smarterGuidance grounded in data
✦ Ask anything about your business… ↗
01 / FINDDiscover leadsSearch by city and industry⋮⋮
02 / FOLLOW UPBuild relationshipsKeep every conversation moving⋮⋮
WHAT'S INSIDE
Everything that moves
your business forward.
Leads & clients
Import, add and manage contacts. Connect a licensed data provider for real business discovery.
Insights that matter
See how leads, clients and revenue change over time — from the past hour to all time.
Never lose a follow-up
Stay on top of conversations and move opportunities to Won when they become customers.
A SIMPLE WAY TO GROW
From first contact
to loyal customer.
Find and organise
Add your own leads, import a CSV, or connect an authorised data source. Keep the information you need in one place.
Stay on top of every lead
Record notes, set follow-up dates, track conversations and move a deal to Won when it closes.
Understand your progress
Review your actual leads, customers won and recorded deal value. Ask the AI assistant for practical business guidance.
QUESTIONS, ANSWERED
Know what you're getting.
Can I import my current leads?
Yes. Import supported CSV files or add leads manually, then export your records when needed.
Does LeadFlow automatically generate real business leads?
Lead discovery requires an authorised, commercially licensed business-data provider to be connected. We never substitute fake businesses for live results.
What does the AI assistant know?
When configured, it uses information from your active workspace and what you choose to share. It does not import an external personal-memory profile. AI answers should be checked before important decisions.
Are automated marketing messages included?
No. This version doesn't send email or SMS marketing campaigns. You are responsible for lawful contact practices, including consent where required.
Can I still use the homepage after signing in?
Yes. Signing in leaves you on the homepage. Choose Open workspace when you're ready, and return here at any time.
WORK SMARTER
Make every opportunity count.
Keep your leads, clients and business decisions connected.