Command Center
Live view of your lead flow, response speed, CRM sync, and automation health.
Flow CRM not connected
Setup requiredConnect your CRM to unlock live metrics, lead tracking, automation activity, and booked call reporting.
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New Leads Today
Connect Flow CRM to start tracking new inbound leads.
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Avg Response Time
Response speed appears after your first synced lead.
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AI Replies Sent
AI reply activity appears once automations are live.
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Follow-Ups Running
Active follow-up sequences will appear here.
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Pipeline Value
Pipeline value appears after CRM sync.
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Booked Calls
Booked meetings appear after CRM or calendar sync.
Lead Sources
Last 30 days
No source data yet
Connect Flow CRM to see where your leads are coming from.
Response Time
14-day trend
No response data yet
Once leads sync, this chart will show your average first-response speed over time.
Target: under 90 seconds
Recent Leads
View all leads
| Lead | Source | Status | Response Time | Next Follow-Up | Owner |
|---|---|---|---|---|---|
Needs Attention
View all
Setup required
Connect Flow CRM to monitor failed syncs, overdue follow-ups, stuck leads, and automation issues.
Live Activity
Live
No activity yet
Live replies, follow-ups, CRM updates, and booked calls will appear here once connected.
Leads
Track every synced lead, source, status, owner, and next follow-up.
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Total Leads
Connect Flow CRM to populate
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New Leads
Connect Flow CRM to populate
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Qualified Leads
Connect Flow CRM to populate
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Booked Calls
Connect Flow CRM to populate
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Unresponsive Leads
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All Leads
0 contacts
| Lead | Contact | Source | Status | Score | Last Activity | Next Follow-Up | Owner |
|---|---|---|---|---|---|---|---|
Lead Detail
No leads synced yet
Connect Flow CRM to start tracking lead details, scores, AI summaries, and conversation history.
Conversations
Monitor AI replies, human handoffs, and active lead conversations.
Inbox
0
No conversations yet
Lead conversations will appear here after your first synced message.
Message Thread
No conversations yet
Select a conversation to view the message thread, AI replies, and suggested responses once leads start messaging in.
Lead Context
No lead selected
Lead info, source, status, score, and CRM stage will appear here.
Automations
Manage AI replies, follow-up sequences, and workflow health.
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Active Automations
Activate an automation to get started.
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AI Replies Sent
Appears once AI replies are live.
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Follow-Ups Running
Appears once sequences are active.
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Failed Runs
Appears after automations run.
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Success Rate
Appears after automations run.
No automations running— activate your first automation below to start replying to leads and sending follow-ups.
Not Active
Instant Lead Reply
Trigger: New lead captured from any source
Not Active
No-Response Follow-Up
Trigger: Lead hasn't replied within 24 hours
Not Active
Booking Reminder
Trigger: 24 hours and 1 hour before a booked call
Not Active
Missed Call Follow-Up
Trigger: Inbound call goes unanswered
Not Active
Re-Engagement Sequence
Trigger: Lead has gone cold for 14+ days
Workflow Activity
No automation activity yet
A timeline of automation runs, replies, and follow-ups will appear here once activated.
Flows
View and manage the automation paths that move leads through your system.
Available Templates
New Lead Capture Flow
New Lead Capture Flow
7 steps · Template
Not Active
1
Lead captured from website form
Trigger step
2
Contact created in CRM
Flow CRM
3
AI reply sent
Instant Lead Reply automation
4
Follow-up sequence started
No-Response Follow-Up automation
5
Calendar booking link sent
Calendar integration
6
Lead status updated
Flow CRM
7
Owner notified
Notification rules
Analytics
Understand lead performance, response speed, source quality, and booked call conversion.
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Total Leads
Connect Flow CRM to populate
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Conversion Rate
Connect Flow CRM to populate
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Avg Response Time
Connect Flow CRM to populate
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Booked Call Rate
Connect Flow CRM to populate
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Pipeline Value
Connect Flow CRM to populate
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AI Reply Rate
Connect Flow CRM to populate
Leads Over Time
No data yet — appears once leads are synced.
Response Time Trend
No data yet — appears once leads are synced.
Source Performance
No data yet — appears once leads are synced.
Conversion by Source
No data yet — appears once leads are synced.
Booked Calls Over Time
No data yet — appears once calls are booked.
Follow-Up Performance
No data yet — appears once sequences run.
Pipeline Value by Stage
No data yet — appears once Flow CRM is connected.
Integrations
Connect CRM, email, calendar, forms, and communication tools.
Flow CRM
Google Calendar
Outlook / Gmail
Website Forms
Zapier
HubSpot
Zoho CRM
Twilio SMS
Sync Logs
| System | Status | Last Sync | Details |
|---|---|---|---|
Settings
Manage workspace, users, automation rules, CRM settings, and notification preferences.
Workspace Profile
Users & Permissions
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User
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No additional teammates yet
Invite teammates to give them access to leads, conversations, and automations.
CRM Settings
Not ConnectedLead Routing
Auto-assign new leads
Route new leads as soon as they arrive
Notify owner when lead waits over 90 seconds
Escalate if a lead hasn't been responded to
Notification Rules
New lead alert
SMS + Email when a lead comes in
Failed sync alert
Instant alert on Flow CRM error
Send daily summary email
Digest delivered every morning at 8 AM
Weekly report
Performance summary every Monday
AI Reply Settings
Pause AI replies outside business hours
AI waits until working hours to respond
Require approval before AI sends reply
Review AI drafts before they're sent
Billing / Plan
Current Plan
Manage your subscription and payment details
No billing history yet
Invoices and payment history will appear here.
Security
Two-factor authentication
Add an extra layer of login security
No other active sessions
Devices signed in to your account will appear here.