Lead Regeneration

Turn yesterday’s prospects into today’s customers.

Lead Pipeline & Boards

Kanban pipeline boards with drag-and-drop lead stages (New → Contacted → Won → Lost) out of the box

Multiple board views — switch between Table, Kanban, Calendar, and Timeline layouts

Custom columns per board: text, status, date, people, number, budget, priority, checkbox, and dropdown types

Grouped sections within boards to organize leads by campaign, source, or rep

Inline cell editing — update lead info right in the board, no modals required

Hide/show columns, sort, and filter by status, priority, or assigned person

Lead enrichment fields — company, email, deal value, and priority on every lead

Stage-age tracking — each lead records when it entered its current stage for aging analysis

Sales CRM

Pipeline overview dashboard with deal values and stage distribution at a glance

Customer profiles with full interaction history and deal context

Activity logging — log follow-ups, calls, emails, and meetings against any lead

Automatic stage progression — logging any activity auto-moves a lead from “New” to “Contacted”

Customer list with searchable, sortable lead records

Customer Portal

Self-service lead tracking — you see your leads move through the pipeline in real time

Visual progress indicators showing each lead’s journey from New to Contacted to Won

Stage counts and deal values surfaced per customer

Branded dark-navy portal matching the VirtWork identity

Analytics & Reporting

Overview metrics — total leads, completion rate, overdue tasks, and active boards

Status & priority distribution charts with color-coded breakdowns

Board performance comparison with completion rates side-by-side

Time-range filtering (7, 30, 90, 365 days) and per-board drill-down

Sales pipeline summary with revenue-stage tracking

Team workload breakdown showing task distribution across reps

Automation

Stuck-lead reminders — daily automated emails to lead owners when a lead sits in one stage for 5+ days

Auto-status updates — leads automatically advance to “Contacted” when activity is logged

Automation recipe library — status-change notifications, due-date reminders, auto-assignment, priority escalation, and subitem completion rules

Integrations

Google Calendar sync (per-user OAuth) — logged meetings push to each rep’s personal calendar automatically

Gmail Outreach and Google Sheets Export connectors ready to activate

Integrations marketplace UI for Slack, Google Drive, GitHub, Figma, Zoom, Jira, Shopify, and HubSpot

Productivity Tools

Bulk actions — select multiple leads and update status or priority in one click

CSV export — download leads with name, status, priority, company, email, deal value, group, and created date

Board templates — save proven pipeline layouts and spin up new client boards in seconds

Pre-built “Lead Regeneration Pipeline” template included to get started instantly

Global search across all boards

Team & Security

Team invitations with admin, editor, and viewer roles

Row-level security — each user only sees and edits their own boards and leads; admins see everything

Auth-protected backend — all automation functions verify identity and ownership

User Experience

Toggleable hover-instruction mode — contextual tooltips guide users through every navigation element and action

Fully responsive — works seamlessly on desktop and mobile

Animated, polished UI with smooth transitions throughout

Subscriptions & Billing

Stripe-powered checkout with three tiers: Starter ($29), Growth ($79), and Scale ($199)

5-day free trial with no credit card required to start

Recurring monthly billing with upgrade/cancel anytime

Dedicated Spokesperson — $200/month (add-on)

The Starter tier is a one-time payment, while Growth and Pro are recurring monthly subscriptions. The Dedicated Spokesperson is a separate monthly add-on that can be added on top of any tier. All payments run through Stripe Checkout, with a webhook confirming each transaction and emailing the customer a receipt