Your ranked action queue. Each card is one move — call, text, or email — with the pre-written opener ready to go. Log a disposition after each touch; Set Appt books the meeting.
Import Contacts
Drop a DP360 CSV export. Map the columns, pick a segment + customer type, then import. Phone is the dedupe key — re-importing updates existing contacts.
Drop CSV here or click to browse
Accepts .csv files exported from DP360
Map Columns
Today's Appointments
1
2
3
0 of 3 appointments today
Pipeline
Deals grouped by status. Co-op deals show the partner name.
Scoreboard
Every number attributed to Garrett Austin. Export = commission proof.
Contacts
Every lead in the system — web form captures, widget leads, imports. Search, filter by score or status, click any row to open the full contact dossier.
Playbook
Your living knowledge base. Add anything — a play that worked, a line that closed, a fact about a product — and the AI logs what it learned and shows you exactly how it will apply it. Updates the moment you save.
Add Entry
Set Appointment
Add Lead
Capture a lead in seconds — they land in your queue immediately. Phone is required (it's the dedupe key).
Add Note
Mark Delivered / Won
Enter gross profit if known — you can edit it later from the pipeline.
Edit Lead
Contact
Money Plays
Coach Me
ESC
Go to
Today's Listqueue
Import ContactsCSV
Calendarappointments
Pipelinedeals
ScoreboardKPIs
Playbookknowledge base
Actions
Add Leadnew contact
Coach Meobjections
Money Playsproactive moves
Refresh queue↻
Sign outclear key
No matching actions
Draft
AI-drafted using this contact's notes and unit. Edit before sending — nothing is auto-sent.
0/160Splits into multiple messages
Start Deal
Creates a working deal and links it to this contact. Enter a sale price to see deal-desk numbers. Shows up in Pipeline immediately.
Request Financing
Sends a Financing Inquiry Authorization to the buyer via GAP Sign. No SSN, income, or sensitive financial information is collected at this step.