Total Customers
Active Customers
Pipeline Value
This Month Revenue
Monthly Revenue
Top 10 Customers
| Company | Tier | Revenue |
|---|
Recent Accounts
Overdue Tasks
Action Items
| Company | Stage | Tier | Rep | Last Activity | Revenue | Health | Actions |
|---|
| Title | Account | Priority | Due Date | Assigned To | Status | Actions |
|---|
Revenue by Company
| Company | Total |
|---|
Top 10 Customers
| Company | Revenue |
|---|
Sales Funnel
| Stage | Count | Conv. Rate |
|---|
Activity Summary
| Type | Count |
|---|
AI Search
Live Quoter Leads
Every quote run on your kr-transportation.pages.dev tool automatically appears here as a lead.
Log Intent Signal
Log a business showing buying signals — Google Alerts match, LinkedIn search, referral tip, cold call lead, etc.
Active Signals
📌 Free setup tip: Go to google.com/alerts → set alerts for "courier service philadelphia", "freight Philadelphia", "logistics company Allentown" → when you get an alert, log it here.
Predictive Outreach Engine
Built from your own data — customers who are overdue, leads going cold, and high-frequency accounts to stay in front of.
⚠ Dormant Customers
Had jobs, went quiet 30+ days
🕐 Stalled Leads
In pipeline 14+ days, no movement
🔥 High Frequency
Active accounts, touch base now
Delivery Density Heat Map
Shows where your customers are concentrated. Red = high density, blue = lower. Click a dot to see the company.
Ghost Customer Detector 👻
Companies that got quoted but went silent, and quote-tool users who never followed up — these people know you exist but chose someone else. This is your warmest possible cold list.
👻 Stalled Quotes in CRM
In pipeline 7+ days with no conversion
🔍 Quoter Tool Ghosts
Someone ran a quote, never became a customer
Job Posting Monitor
Companies hiring for warehouse, logistics, or receiving roles are expanding — they'll need courier service. This monitor automatically flags them.
📌 Free Auto-Setup (2 min)
- Go to indeed.com/rss
- Search: "warehouse receiving" Philadelphia PA
- Copy the RSS URL from your browser
- In n8n, create: RSS Trigger → HTTP Request (POST to webhook below) → Done