LeadPilot
Marketing & Lead Gen
Sortable, filterable lead table — selecting a lead generates a data-driven follow-up draft on the spot.
PipelineIQ
Sales
Drag-and-drop deal kanban — moving a card live-recalculates column totals and weighted forecast.
Onboard
Onboarding
Staged onboarding checklist — completing a stage unlocks the next and updates a computed progress ring.
FlowDesk
Delivery
Task board with due-date sort and SOP panel — "Draft first pass" generates a brief from task + SOP data.
KnowledgeBase
Communication & Knowledge
Live search and tag filters across a real SOP article set — every keystroke narrows the result list.
LedgerFlow
Finance & Billing
Invoice table — toggling an invoice to paid recalculates AR aging buckets and DSO immediately.
PulseBoard
Reporting & Analytics
Date-range and segment filters redraw a live chart plus a generated plain-English trend summary.
RetainAI
Retention & Support
Ticket queue filterable by priority and health score — selecting a ticket drafts a tailored response.