Pipeline
/
Kanban board
Pipeline by stage
Performance by owner
Deal probability distribution
Quota vs actual — current quarter
Customer insights
Customers by status
Budget by account owner
Budget & probability forecast
Weighted pipeline = budget × close probability
DealStageOwnerBudgetProbabilityWeighted valueClose dateQuarter
Pipeline SWOT Analysis
Auto-generated from your live VericertAI pipeline data
SWOT insights update in real time as you add or edit deals in your pipeline.
Customer Accounts
Click any account to view full profile, contacts, needs & budget
All Contacts
Every person across every customer account — click a row to open their company
NameRoleEmailPhoneCompanyAccount statusCampaign activityActions
Activity Timeline
Every logged touchpoint across all accounts, contacts and deals — one feed
Leads
Top-of-funnel prospects — qualify and convert to a customer account, or disqualify
NameCompanyRoleContactSourceEst. valueOwnerStatusActions
Management Overview
Team-wide performance — every rep, every stage, this quarter
Team leaderboard —
RepOpen dealsWeighted pipelineWon this QQuotaAttainmentOpen leadsTasks due
Pipeline by stage — all reps
Lead funnel
Audit trail — who changed what
User management
Add, edit, and remove people who can sign in. Reps see only their own records; managers and admins see everything.
Add a user
Tip: the name should match the "owner" name on that person's deals.
Users
NameEmailRoleStatusActions
Tasks & Reminders
Follow-up actions across all deals and customers
Sequence board
Leads table
Live activity
Sequence content
Integrations
DISP Grant Webinar — sequence stages
All contacts in this campaign, ranked by priority
NameCompanySourceStatusPriorityEmailLast touch
Priority = 35% fit score (source quality) + 65% engagement score (weighted event history, decaying with inactivity). "Convert to deal" adds a real card to your Pipeline kanban board. "Send unsent to Instantly" pushes anyone not yet synced into the linked Instantly.ai campaign so real sending/deliverability infrastructure takes over — needs INSTANTLY_API_KEY and this campaign's instantly_campaign_id set.
Live event feed (mock — would populate from Mautic/n8n webhooks)
AI-generated sequence copy
Copy this straight into Mautic's email/LinkedIn builder, or push it live via the Integrations tab if this campaign is linked to Instantly. Regenerating replaces the current set for this campaign.
Sending & CRM sync — this campaign only
Once set, "Send unsent to Instantly" on the Leads table pushes contacts here for real sending, warm-up, and inbox rotation.
Reference for whoever's writing replies — drop this into the "engaged" branch CTA.
A reply or a booked meeting on this campaign fires the CRM webhook automatically — no separate action needed once it's set here.
Every step, in send order
CampaignStepChannelSend date/timeStatus
Nothing here can be sent by Mautic/n8n until its status is "Approved" — this is the human gate before anything goes out. Adjust send times freely; they only take effect once approved.
Filter the contact pool
0 contacts match
NameCompanySourceStage
Saved segments
No segments saved yet — filter above and save one.
Saved segments appear as audience options in the New Campaign wizard.
Find people with Apollo.io Any industry · any title · any location
Works the same for any industry or vertical — titles, industry keywords and location are all free text, nothing here is hardcoded to one sector. Browsing results is free; importing selected people runs Apollo's enrichment (to reveal a work email), which spends Apollo credits — higher per-search volume needs a paid plan on the connected Apollo API key.
Import prospects from a CSV
Expects columns: name, company, email (header row required)
Free — no API, no cost. This is how a manual LinkedIn Sales Navigator export or an AusTender company list actually gets into the CRM.
Find companies via AusTender FREE — Australian Government open data
Optional and Australia-specific — searches recent Australian Government contract awards for matching suppliers, useful if government/public-sector buyers are relevant to you. Company-level signal only, not individual contacts: pair a match with the Apollo search above (or a CSV import) to find an actual person there.
Registers Compliance / industry lists to target for or against
A register is any published list of organisations — DISP members, Aged Care providers, an RTO register, a government panel. Add one here, import its org list (CSV or paste), then point a campaign at it in the New Campaign wizard to badge Apollo/AusTender results as "Target" (e.g. NOT a DISP member yet) automatically.
Importing entries: select a register below, then paste one organisation name per line (or upload a CSV with an org_name column) and click Import. Duplicate names are skipped automatically.
Add a suppression
Under the Australian Spam Act 2003, every commercial email needs a working unsubscribe, and opt-outs must be honoured — this list is checked before any contact enters a new campaign or landing page registration.
Suppressed contacts
EmailReasonAdded
Mark deal as Won
Congratulations! Record this win.
Add task
Overview
Activity
AI SWOT
Email
Log activity
Marketing Assistant
Mock responses — wires to Claude API in the real build