The CRM and operations platform, running live
This is the same platform AI Leverage Automation runs on, loaded with a fictional sales team and a full set of sample data. Take a guided tour, make a call with live coaching, and see the dashboards that run the business. Nothing you do is saved.
How the demo works
The demo is set up for Ridgeline Solar and Energy, a fictional dealer with a team of advisors across six states. On a client build, every label, stage, and report is built around your business instead.
Pick your tour
Tour as an Advisor to see a salesperson's day, or as the Owner to see the reporting, team, and financials. Or skip the tour and explore on your own.
Make a demo call
Call a contact and watch Call Kit guide the conversation with talking points and objection handling, then see the AI summary and coaching review land on the record.
Try calling Dana WhitfieldFollow the guided path
A checklist in the corner walks you through the key features in order, so you see the full workflow from new lead to finished project.
What you will see
Everything below is working in the demo, on the same screens our clients use every day.
Leads and speed to lead
Inbound leads from ads and web forms, with campaign details and a clock on every response.
Companies and territories
Every account with its contacts, deals, timeline, and owner, plus claim-based territories for each advisor.
Call Kit and AI call review
Talking points, notes, and outcomes during the call, with a transcript and coaching analysis afterward.
Projects and client portal
A project board for delivery work, and a portal where your customers see progress and submit requests.
Sequences and team chat
Automated follow-up emails with approvals, and team chat tied to the accounts and deals it is about.
Owner dashboards and financials
Forecasts, team leaderboards, commissions, revenue, expenses, and margins in one place.
Want this built around your business?
We build and run systems like this for small and mid-sized businesses. Book a walkthrough and we will show you what yours could look like.
Every name, account, and dollar figure in the demo is fictional. No client data is present.