Step 1 — Pick how the demo lead arrives
Step 2
Ready — pick a source and run it.
The pipeline
Watch the lead card move itself, stage by stage.
Captured and created in the CRM instantly
Instant SMS goes out within seconds
AI asks the qualifying questions
Calendar invite sent automatically
Owner task created, review request scheduled
Live automation log
SimulatedNothing yet. When you run the pipeline, every automated action appears here with its timestamp — the SMS, the AI questions, the booking, the follow-ups.
What the lead sees
Preview onlySimulated message preview.
The conversation the lead would receive appears here during the run. Nothing is actually sent.
Appointment booked. Zero manual chasing.
The demo lead went from first touch to a confirmed appointment without a single manual call, text, or reminder from the business owner.
All figures above are illustrative, drawn from this scripted simulation — not measured client results.