0
Open Deals
$89,420
Monthly Revenue
2.4M
Total kWh Managed
$0.089
TX Avg Price/kWh

Suggested Leads

Acme Manufacturing
Industrial • 500kW avg usage
92%
Downtown Office Complex
Commercial • 300kW avg usage
87%

Recent Activities

Loading activities...

Sequences

Activate Name Created By Active Paused Not Sent Bounced Spam Blocked Finished Scheduled Delivered Reply Interested Actions

Sequence Builder

Sequence builder
Select or create a sequence to begin building. This is a placeholder inspired by Apollo.

Call Scripts

Click "Dial" to begin the call.

Calls

Contact Title Company Call Time Duration Outcome Insights Quick Actions Updated

Emails

Deals

All Tasks

25 tasks
Task Type Priority Due Date Time Status Actions

Web Insights

Web Insights
See which companies are visiting your website. Integration coming soon.

People

Name Title Company Email Phone Location Quick Actions Updated

Accounts

Account Industry Domain Company Phone Contract End Date Sq Ft Occupancy % Employees Location Quick Actions Updated

Client Management

Client Portfolio Overview

247
Active Clients
$2.4M
Monthly Revenue
15.2M
kWh Managed
94%
Retention Rate

Contract Management

Contract Status

Expiring in 30 days 12
Expiring in 60 days 28
New this month 8
Avg contract length 24 months

Energy Usage Analytics

Peak usage period 2-4 PM
Seasonal variance +23%
Cost savings delivered $847K
Efficiency rating 8.7/10

Client Health & Performance

Client Health Dashboard

9.2
Excellent Health
156 clients
7.8
Good Health
67 clients
5.4
Needs Attention
24 clients

Client Satisfaction

Satisfaction Score 4.7/5
Support tickets 23
Avg response time 2.3 hours
Client feedback +12% this month

Operational Management

Client Communication

47
Recent calls
89%
Email open rate
12
Scheduled meetings

Service Delivery

Active requests 15
SLA compliance 98.5%
Avg resolution time 4.2 days
Escalation alerts 2

Strategic Management

Client Segmentation

Enterprise 45 clients
Mid-market 128 clients
SMB 74 clients

Growth Opportunities

Upsell opportunities 23
Cross-sell potential $1.2M
Referral opportunities 8
Expansion potential High

Account Details

Account Details
Select an account to view details.

Lists

No lists added
Get started by creating your first list to organize people or companies. Click the "Create List" button above or use the button below.

List Details

Settings

Email Settings

Email Signature

Gemini AI Prompts

Email Deliverability & Tracking

Global defaults for SendGrid email delivery. These settings apply to manual emails from the CRM. Sequence steps have their own independent settings.

SendGrid Service

Use Twilio SendGrid API for sending emails. Provides better deliverability, tracking, and automation features.
Enable sandbox mode for testing. Emails won't actually be sent, but SendGrid will validate and process them.
Specify a dedicated IP pool for sending. Only use if you have a dedicated IP setup with SendGrid.

Tracking & Analytics

Track when recipients open your emails using a hidden 1×1 pixel. Works with both Gmail proxy and real opens.
Track when recipients click links in your emails. Links are rewritten through SendGrid's tracking domain.

Headers & Compliance

Adds one-click unsubscribe header. Recommended by Gmail and improves deliverability for bulk sends.
Add your business address to email footer. Required by CAN-SPAM law for commercial emails.
Enables GDPR-compliant handling of EU contacts. Includes consent tracking and data processing notices.
Signals bulk mail to inbox providers. Use only for newsletters; avoid for one-to-one outreach.
Marks emails as high priority. Use sparingly—can look artificial and hurt deliverability if overused.

Advanced SendGrid Options

Bypasses SendGrid's suppression lists. Only use for transactional emails like password resets. Not recommended for marketing.
Analyze email content for spam triggers before sending. May slow down sends but improves deliverability.

Template & Content

Sends styled HTML emails with branding. For cold outreach, keep this off for a more personal look.
Shows your signature image/logo. Makes emails look professional but adds an image load.

Twilio Phone Numbers

Business Phone Numbers

+1 (555) 123-4567 Primary Business Line

General Settings

Profile Information

Auto-populated from your Google login. Update these fields to customize your email signatures across all 7 AI templates.

From Google (read-only)
From Google (read-only)
From Google (read-only)
Appears in all email signatures
Your city and state
Your direct line (optional - shown in email signatures)
Your company name (white-label support)

User Preferences

Display Settings

Task Details

Loading task...

Loading task details...