Track every enquiry, lead status, urgency level, follow-up, booking and performance update from one clean portal — so you always know what your AI Office Team is doing.
Portal access is provided to active LeadaLine clients after onboarding.
Your dashboard shows the key numbers that matter before you open a spreadsheet, inbox or CRM.
Every enquiry your AI Office Team has picked up — from calls, website, forms and WhatsApp.
Enquiries that still need review or action. The ones sitting in the inbox waiting for your attention.
Urgent or high-value opportunities scored by the AI Sales Assistant and flagged for immediate action.
Enquiries that have progressed into confirmed appointments or booked work — directly trackable in the portal.
Warm leads, quotes or unanswered opportunities that need chasing before they go cold.
How quickly customers are being responded to by the AI Office Team — day or night.
New enquiries captured in the current week, compared to the previous week at a glance.
High urgency leads that need owner attention today — emergency jobs, active issues, time-sensitive enquiries.
No more leads scattered across calls, emails, WhatsApp messages, forms and notebooks. Every enquiry is in one table, searchable and filterable.
Fresh enquiries waiting to be contacted, booked or reviewed — filtered to zero in on what needs immediate attention.
Customers who have received a quote and may need follow-up — visible in one filtered view so nothing is forgotten.
Opportunities that did not convert — useful for understanding patterns in lost work over time.
Not every enquiry deserves the same response. The portal shows urgency clearly so you respond based on value, not whoever messaged last.
Emergency jobs, active leaks, urgent repairs and immediate service needs. The portal surfaces these at the top so they are never missed.
Customers interested soon but not emergency-level. Worth contacting within 24–48 hours to stay ahead of competitors.
General enquiries, non-urgent quotes or future planning. Captured and visible so they are handled in order rather than forgotten.
Quotes or warm leads that have not replied within the agreed window. The portal flags these so they can be chased before going cold.
Qualified leads ready for the next appointment or job confirmation. The opportunity is there — action it while the customer is still engaged.
A quote has gone out. The portal tracks when it was sent and when a follow-up should happen — without the owner needing to remember.
Every lead record gives you the context, urgency and recommended next step — so you know exactly what you are dealing with before you pick up the phone.
The AI Sales Assistant summary and recommended action are stored against every lead, not just dropped in an email you may not see.
Your pipeline shows how leads move from enquiry to booked work — and where they are getting stuck.
Client Health is a score that shows whether the system is working properly and whether the business is getting full value from the AI Office Team.
The health score monitors lead activity, follow-up frequency, CRM status updates, billing and system connection — giving a quick read on whether everything is running as expected.
Rather than waiting for a client to flag a problem, LeadaLine can spot issues early and address them proactively. This is about support, not judgement.
Every action taken by your AI Office Team is logged in the portal — so the work is always visible, not just happening invisibly in the background.
The Follow-Up Tracker shows which opportunities need chasing before they disappear — and what your AI Follow-Up Assistant has already done.
The Reporting View turns lead activity into simple business insight — what came in, what converted and what needs attention.
The goal is not a BI dashboard. The goal is to give owners a clear view of what came in, what converted and what needs attention — in a report they can read in 60 seconds.
Weekly and monthly summaries are generated automatically by the AI Reporting Assistant and delivered to the owner by email and SMS — no logging in required to stay informed.
Client Portal access is provided after your AI Office Team has been configured, tested and launched. Each portal is set up around your business — your services, lead stages, notification rules and reporting needs.
Portal views may vary depending on setup. Example dashboard previews shown throughout this page are not live client data.
Book a demo and we'll show how your enquiries, lead pipeline, urgency status and AI Office Team activity could appear inside your own LeadaLine portal.