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Mockup · Feature Backlog / Internal CRM (replace Close)

👥 Internal CRM — pipelines, inline Gmail threads, and the next-action surfaced so sales never opens Close again.

Mary, Otto, and the success team chase prospects → trials → subscribers → save the at-risk inside one app. Every contact opens to a single page: who they are, every email + call + Stripe event, what to send next. AI reads the thread and proposes the highest-leverage move (a template fill, a Calendly link, a discount offer) — one keystroke applies it. Cancels Close's $1k/mo and pulls staff out of Gmail tabs.

Wave 2 · 🟡 Next (P1) · backend / staff F-240 · F-242 · F-243 · F-246 · F-247 · F-248 Pipelines · Gmail inline · templates · Grasshopper
Signed in · sales
Mary Olsen
On shift · 4h 12m · 8 calls today
Open contacts
412
she owns 67
Trial active
38
11 days left avg
Demo set
14
5 today · 9 this wk
Closed · MTD
23
$3,427 MRR added
Churn-risk
9
save action queued
Reply < 5m
81%
▲ vs Close 47%
📋 Pipeline
📥 Inbox14 new
📞 Today's queue22
✉️ Templates28
📊 Reporting
⚙️ Settings
Pipeline · F-240 (replaces Close CRM · saves $1k+ /mo)

📋 Subscriber pipeline

412 contacts in motion · 6 stages
All412 Mine67 Hot28 Stale > 7d31 AI-flagged12
1 · New lead156
$23.4KMRR potential
JC
Jen Chao · realtor
From newsletter · Calgary
Solo agent$149/mo target
📧 Replied to "3 stalled posts" · 2d
RP
Riya Patel
Web form · KW
2-agent team$249/mo
📥 Form 6h ago
⚡Reply now · ⌘1 = Welcome template
DK
Derek K.
Webinar attendee · Edmonton
Brokerage rep$2K MRR potential
📺 Watched 78% · 3d
+153
153 more · cold
AI: 38 score < 40 · drip-only
2 · Contacted82
$18.6KMRR potential
MS
Maya S. · re/max
✦ hot
Replied "show me more"
3 emails sent$149/mo
📧 Asked for pricing · 4h
⚡Send pricing-deck template
ND
Nina Doukas
Past trialist · 2024 churn
2nd touchwinback
📞 LVM yesterday
TC
Tomás Cano
Referral · Linnea J.
Solo agent$149/mo
📨 Sent intro · 9d ago
📞Stale · AI suggests call
+79
79 more
3 · Demo booked14
$4.8KMRR pipeline
CV
Carmen Vega
Demo today 2:00 pm · Otto
3-agent team$349/mo
📅 Calendly + Zoom · 2h
📋Send pre-demo brief
PS
Priya Saini
Demo Sun 10am · Mary
Solo · Vancouver$149/mo
📝 Pre-call brief sent · 5h
+12
12 more · this wk
4 · Trial active38
$5.6KMRR converting
EM
Emily Marlow
✦ act now
Day 11 of 14 · 0 posts published
Studio Pro$149/mo
⚠️ At-risk · brand profile incomplete
📞AI: call her · half-off offer ready
AR
Aarav Raghavan
✦ converting
Day 7 · 12 posts published 🔥
Studio Pro$149/mo
📊 NPS survey: 9 · 1d
BL
Brett Liang · brokerage
Day 4 · evaluating team plan
5 seats · Team$1,245/mo
📞 Call Otto Sat · 1d
+35
35 more
5 · Subscribed114
$18.7KMRR live
LJ
Linnea Johanson
14mo · Studio Pro
Cohort #6$149/mo
⭐ Referred Tomás C · 4d
MO
Marek Ostrowski
7mo · Team plan
Cohort #11$249/mo
📊 Avg 18 posts/mo
+112
112 more · subscribed
Auto-renew: 109 · monthly: 5
6 · At-risk9
$1.5KMRR threatened
SK
Sarah Kowalski
⚠ ladder
Hit Cancel page · Step 1 active
14mo · Studio Pro$149/mo
🚪 50%-off offer pending · 4h
📞Otto-call queued · F-181c
JM
Jordan Moss
Login < 1 / 30 days
9mo · Lite$49/mo
📉 Engagement score 24/100
⚡Send re-engage template
+7
7 more · at-risk
All have save-actions queued
Contact · F-240 inline Gmail · F-247 AI summary · F-248 client notes
EM
Emily Marlow
Solo realtor · Calgary · Re/Max Real Estate Mountain View
Trial · day 11/14 ⚠ at-risk cohort #14

📞 Contact

Emailemily@emilym.realtor
Phone+1 (403) 555 · 0142
Websiteemilym.realtor
SourceNewsletter · 3 stalled
OwnerMary O.

✦ AI summary F-247

⚡ Auto-summary · 14 day history
Emily signed up enthusiastically after watching the Mar-21 webinar but has only completed 38% of brand profile and published 0 posts. Two sticking points in her replies: she's not sure what content pillars fit her, and she dropped off Day 5 mid-record. Replied "I'll get to it this weekend" 4 days ago — quiet since. Mentioned price twice; would likely accept the half-off ladder.

📊 Account scorecard

Engagement
28 / 100
▼ −22 vs cohort
Brand profile
38%
3 of 8 sections
Posts published
0
peer median: 6
Email reply
100%
3 of 3 emails

🏷 Tags + segments

solo agent price-sensitive webinar Mar-21 Calgary NW trial · cohort 14

📨 Thread · all touchpoints Gmail · inline

All14 📧 Email7 📞 Calls2 📋 Notes3 ⚙ System2
Today · Apr 23
📝
Mary added a note F-248
She's the third agent this week to flinch at $149 unless they see content already in their account. Action: ladder is the right move; pre-write the discount-stays-3mo email so we don't lose her on weekend.
14:1842m ago
Yesterday · Apr 22
📞
Mary called Emily · no answer · 0:00 / LVMvia Grasshopper
📲 +1 (403) 555-0142 📝 Voicemail left ⌚ 0:42s msg
15:1823h ago
Apr 19
⚠
AI flagged Emily as at-risk auto · F-247
Engagement 28/100 · 7 days since last login · 0 posts published · pre-cancel signal score 0.71. Suggested ladder: 1) re-engage email, 2) Otto call, 3) 50% off-offer.
09:224d ago
Apr 12 · day of signup
Reply to Emily Marlow <emily@emilym.realtor> 📧 via Gmail · sends from mary@socialrealtr.com
Re: Saturday plan
Hey Emily — totally hear you on the price; here's what I can do. 3 months at $74.50 / mo, then back to $149. That gives you the runway to record this Saturday and have content live by Monday without the price sticker getting in the way. Otto can hop on a 15-min call Sat 10am if you want to fill the brand profile with him live. Just say "yes" and I'll send the Calendly. — Mary
📎 Attach ⌘1 · Template: 50%-off offer 📅 Calendly · Otto ⏰ Schedule ✦ AI drafted this · 92% match

✦ AI · next-best-action P0

⚡ Highest leverage move

Send the 50%-off offer + Otto Sat call combo.

She mentioned price 2× · she's day 11 · and Otto's 10am Sat slot is open. Combined save-rate from the cancel ladder model: 72%. If you just send the offer alone: 42%. Doing nothing in next 24h: she churns Apr 26 at trial-end.
⌘↵ Send combo ↓ See alternatives

📊 Save-action ladder

If we do nothing
71%
churn at Apr 26
Email only
42%
save
+ Otto call
62%
save
+ 50% offer
72%
save

🔌 Connected integrations

M
Gmail
Inline · 2-way · F-240
📞
Grasshopper
Click-to-call · log
$
Stripe
Customer · MRR
📅
Calendly
Otto · Mary slots
📹
Zoom
Demos auto-link
✉
SendGrid
Drips · F-241

🔒 Permissions F-242 · F-243

Mary's role⭐ Super-admin
Sees all clients✓ yes
Reset team PWs✓ yes
Change billing✓ yes
Audit log42 actions · 30d
Today's call queue · F-240 Grasshopper · live

📞 Mary's queue · Apr 23

22 actions · sorted by AI's "win-probability × time-decay" score · 9 calls · 11 emails · 2 demos
EM
Emily Marlow · trial day 11
Combo: 50%-off + Otto Sat · save prob 72%
⚡ now 📞 Call
CV
Carmen Vega · demo prep
Demo at 14:00 · send pre-call brief
12:30
SK
Sarah Kowalski · ladder step 3
Otto-call requested · F-181c queued
13:15 📞 Call
TC
Tomás Cano · stale 9 days
AI suggests check-in call · referral lead
14:30 📞 Call
RP
Riya Patel · webform 6h
Cold reply · Welcome template + Calendly
15:00
+17
17 more queued
Auto-reorders as new replies arrive
later view

📡 Live call · Sarah Kowalski

Otto on the line · Grasshopper · auto-logging to her timeline
SK
Sarah Kowalski
+1 (403) 555 · 0188
LIVE
04:18
🎙Mute
⏸Hold
⏺Record
📞End
✦ Live transcript · AI · last 4s
Sarah: "…honestly I just need to know if you can do $99 a month for a quarter. If you can match that, I'll stay. Otherwise I'm gonna pause."
Templates · F-240 saved templates · AI-suggested in-thread

✉️ Saved templates 28 · 6 categories

↑ Sort: most-used + New template
👋
Welcome · cold lead
⌘1 · auto-fills name + city
Hey {{first_name}} — saw you signed up from the Calgary newsletter. Quick 15-min walk-through? I'll show how Sarah K. (one of our top realtors in NW) gets 14 posts/mo live in 2 hours of effort…
used 142× open 71% reply 34%
📅
Pre-demo brief
⌘2 · before Calendly slot
Hi {{first_name}}, looking forward to our call at {{slot_time}}. Two questions ahead so we use the time well: 1) What's the most important platform for you · 2) Any deals or listings active right now…
used 88× open 92% show-up 78%
⏰
Trial day 10 · gentle
⌘3 · auto on day 10
Hi {{first_name}} — you're {{days_in}}/14 through your trial. I noticed you've recorded but not posted yet. Want me to walk through the publish step Saturday? Otto's open at 10am…
used 67× open 82% save 41%
💸
Pricing objection
⌘4 · 50%-off offer
Hear you on the price — 3 months at $74.50/mo, then back to $149. That gives you runway to record + publish without the sticker. One-time, expires in 24h. Just reply YES…
used 54× accept 42% stays 3mo+ 78%
🚪
Cancel · Otto call
⌘5 · ladder step 3
{{first_name}}, before you cancel, can Otto get 15 min on the phone? He wants to understand what's broken so we can fix it — for you or for the next realtor. Calendly below…
used 31× accept 58% save 62%
↩
Winback · 60d after cancel
⌘6 · drip end
Hi {{first_name}}, it's been 60 days. We've shipped {{ship_count}} features since you left — incl. {{top_feature}}. Want to take another look? Drive's still frozen, no setup needed…
used 22× open 64% winback 14%
Why this CRM · against Close baseline
Sales rep reply < 5 min
0%
▲ vs Close 47% · F-240 inline Gmail
Trial → Subscriber
0%
▲ from 24% (AI next-action)
At-risk save rate
0%
via Otto-call ladder F-181c
Cost vs Close CRM
−$0
/yr saved · all-in build pays back < 4 mo

Open questions for Trent

Related backlog items

F-240 Internal CRM (replace Close) F-241 Newsletter / drip system F-242 Role management F-243 Super-admin (Mary) F-246 Feedback inbox F-247 AI client summary F-248 Client notes Newsletter / drip flows Cancel ladder (F-181) Staff tools