Funnel
Recommended Actions for Today
Urgent closes, CRM AI strategy & stale deal alerts
Pipeline Dashboard
Live conversion metrics & active stages
💼 Deal Stages Board
Drag or click any deal to manage momentum, log interactions, and review AI briefsSales Analytics
Sales Funnel
Activity by Rep
⚠️ Stalled Deals at Risk
Active pipeline deals with no interaction (email, call, meeting, note) in 14+ days. Click a deal to open it.
Revenue by partner and event
Deals tagged with the partner or event they came through — pick it in the Source dropdown on the New/Edit Deal form, the New Lead form, or right on a lead's card in the Leads list. Partners and their stages are on the .
✨ Prospecting
All the AI tools for finding, researching and ranking companies and people, in one place. Everything CRM AI finds is shown to you to check before anything is added. Your lists: Companies · Contacts · Leads.
Find new
Type a company's name or website. CRM AI researches it and you check it before it is added as a Company (with contacts).
Know who you want to reach but not much else? CRM AI finds the person and their company; you check it, then it is added as a Contact.
Describe your Ideal Customer Profile and CRM AI will find matching companies for you to review and add.
Enrich what you already have
CRM AI searches the web for each company's UK office, address, phone numbers and website. This is AI web research, not an official register. Administrators only, because every company is a paid web search.
High-quality AI research across every contact and company that is on an open deal.
Rank
CRM AI scores how closely each unrated company looks like the customers you have already won (up to 25 at a time, those with open deals first). Click again for the next batch. Open to everyone.
Tickets
Support requests from customers. Reply by email directly inside any ticket, use saved replies or AI suggestions, and track priority, category, and waiting time.
Client Assessments & Security Questionnaires
Auto-fill KYC provider due diligence forms, vendor security questionnaires, and compliance audits with AI matching and knowledge base answers.
Calendar
Your scheduled meetings and invites, plus anything logged as a meeting or call on a deal you own. The Funnel Calendar tab is the team's shared calendar: meetings from the CRM Primary Inbound Mailbox (hello@pds-tech.ai), and any a teammate chose to share.
Companies
Partners
A partner is a company marked with a 🤝 Partner type and optional deal model. Click any partner card to expand its details, contacts, partner deals, and sourced customer deals, or track partner agreements directly on the Funnel using the 🤝 Partner deals filter. Tag a customer deal with the partner in its Source dropdown to track sourced revenue. 💤 Quiet marks partners with no logged interaction, meeting or edit for 30 days or more.
Contacts
Leads
Prospective iGaming & regulated digital operators who've reached your inboxes (CRM Primary Inbound Mailbox: hello@pds-tech.ai, and 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 — approve or dismiss each one.
⚙️ User Management & Permissions
Manage team members, roles, and configure access permissions to leads and pipeline deals.
Each morning, everyone with open tasks due today or overdue gets one email listing them, with a link to each. Not sent to inactive or support-only accounts.
💾 Server
Disk space, memory and database health for the server all customers share.
🛡️ Security Log
Sign-ins, wrong passwords, lockouts, password changes, two-step login changes and administrator changes to accounts. Newest first.
🔷 Jira Cloud Integration
Connect CRM support tickets with Atlassian Jira to escalate bugs and tasks directly to your engineering or QA boards.
🌐 Website Traffic
Visitors to your website who accepted its cookies: where they came from, what they looked at, and how many got in touch. Visitors who rejected cookies are not counted. Nothing here identifies a person until they book a call or sign up.
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🤖 AI (Gemini) Usage
Same data as the daily usage report email — free vs. paid key split, per-model stats, errors, and automatic routing switches.
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Errors — click an error count above, or a code below, for detail.
| Time | Task | Model (key) | Code |
|---|---|---|---|
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Contacts at this company
📅 Scheduled Video Meetings & Calls
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Every change made to this deal — stage, amount, owner and other details — with who made it and when.
AI Deal Intelligence
Outbound Email Campaigns
Automated drip sequences, multi-step follow-ups, and bot-shielded engagement tracking.
Campaign Detail
draftSequence Steps & Funnel Performance
🔥 Campaign Recipients & Engagement
Ranked by human engagement score. Prospects who reply automatically halt further drip follow-ups.
| Prospect | Company | Status | Current Step | Opens (Human) | Clicks (Human) | Engagement | Last Event / Action |
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Sender Mailboxes & Warm-up
Manage secondary outreach domains (e.g. outreach.domain.com), daily send ramp-ups, and peer warm-up loops.
How Automated Mailbox Warm-up Works
The warm-up engine builds a high sender reputation with Google, Outlook, and Yahoo algorithms so your cold outreach lands in the Primary Inbox instead of Spam. It operates automatically in the background every 5 minutes.
Warm-up emails flow only between your configured sender mailboxes and dedicated seeds. It never emails leads, clients, or personal addresses. To warm up a desired mailbox (e.g. outreach@yourdomain.com), ensure you have at least two mailboxes configured with Warm-up enabled so they can exchange conversational peer emails and rescue each other from Spam.
Hostinger (Recommended): Use your standard email & mailbox password on smtp.hostinger.com:465 / imap.hostinger.com:993.
Gmail / Google Workspace: Requires a Google App Password (not your normal Google password) with 2-Step Verification enabled. Host: smtp.gmail.com:465 & imap.gmail.com:993.
Outlook / Live / Office 365: Requires a Microsoft App Password. Host: smtp.office365.com:587 & outlook.office365.com:993.
Global Email Suppression List
Addresses and domains completely excluded from all cold campaigns (unsubscribes, bounces, complaints).