CRM Control Panel
CRM

Your command center — start with 'Do Next' below.

Recent Activity

Pitches the editor approved. Approve the ones worth chasing — that tells the system to draft the outreach. Reject the rest.

Your conversations. A draft that's ready → verify the person, send it, then mark it Sent. Track replies as they come.

Your target companies. The system watches the active ones for news every weekday.

🔍

Decision-makers found at your companies. Founders & execs are most complete; sales/marketing need a data provider to fill in.

🔍

Public tender & contract opportunities. Use Kanban to move bids through your pipeline.

Soonest deadline first · Active bids shown by default
🔍

Recent newsworthy events at your companies. The hot ones become angles.

How It Works · CRM Guide
Your CRM is a robot prospecting assistant.
It watches your target companies and taps you on the shoulder when one does something worth a conversation — with a ready-made, pain-first pitch. You decide which to chase, and you send.
The Loop — How It Runs
Every weekday — fully automatic
🛰
Auto 8:30 AM weekdays — Signal Watch
Scans your active companies for fresh news
Searches company news from the last 72 hours only. Flags events as HOT (funding, expansion, hiring spike, leadership change, product launch) or WARM (broader sector trend). Sends a short digest to Telegram. Silent if nothing new.
🎯
Auto 9:30 AM weekdays — Angles + Editor
Writes 2–3 pain-first angles, then a brutal editor kills the weak ones
Takes every HOT signal. A generator writes pain-first outreach angles — each one names the specific problem the news implies. Then a "meanest editor" persona grades each angle 1–10 and kills anything below 7 with a written critique. About 70% get cut. Survivors reach you in Telegram with full lineage: company → headline → angle → grade + critique.
🚦
You Human Gate — Angle Inbox
You approve the angles worth chasing
Review surviving angles right here in the Angle Inbox tab. The editor already filtered the noise — only the sharpest reach you.
Ignore → nothing happens. "Approve & Pursue" → outreach prep kicks in.
📬
Auto 10:00 AM weekdays — Outreach Prep
Builds the contact, pain dossier, LinkedIn message, email draft, and one-pager
After you approve an angle, agents research the company deeply: the right person to contact, their role, likely pain points, and then draft a LinkedIn message and email — each tied to the specific pain the signal revealed. Draft lands in your Outreach Pipeline tab, never in your sent folder.
🚦
You Human Gate — Outreach Pipeline
You verify the person and hit send
Review the draft in Outreach Pipeline. Confirm the contact is the right person on LinkedIn, edit freely, then send from your own inbox.
The system NEVER sends anything. Drafts only — always.
Weekly
🗓
Auto Friday 4:00 PM — Weekly Review
What's working, what to act on
Tallies signals found, angles generated and killed, survival rate, and which pain angles resonated most. Sent to Telegram as a catch-up report. Read it, tune your company list or prompts, and next week runs sharper.
What Reaches You in Telegram
📡
Morning · 8:30
Signal Digest
Awareness only — skim it. HOT signals are what to watch for.
✍️
Morning · 9:35 · Your action
Surviving Angles
The good stuff — editor already filtered. Read, decide if it resonates, approve in the Angle Inbox.
📬
When ready · Review + send
Outreach Ready
Draft is prepped. Your job: verify the person on LinkedIn, edit if needed, hit send.
📊
Fridays · Catch-up
Weekly Review
What survived, what died, what pain angles worked. Tune the list from here.
What to Do With an Angle You Like
1
Approve it here — go to Angle Inbox, find the angle, click "Approve & Pursue". Takes 30 seconds.
2
Wait for the draft — the system researches the company and builds outreach overnight. You'll get a Telegram notification when it's ready.
3
Find the real person on LinkedIn — verify the contact the system found is the right decision-maker. If not, substitute. Confirm the email.
4
Edit and send from your own inbox — change whatever feels off. Then hit send. You always send; the system never does.
5
Mark it Sent in the Pipeline — open Outreach Pipeline and move the card to Sent. Then to Replied when they answer. The system tracks the full audit trail.
Who Does What
Agents handle this automatically You decide this
Research and build the initial company list (with reasons and sources) Review the list — approve or skip each company
Web-search for news every morning (72 hours only) Read the morning signal digest in Telegram
Classify signals as HOT or WARM automatically — no action needed unless a HOT angle survives
Write 2–3 pain-first outreach angles per HOT signal Read surviving angles — ignore or tap "Approve & Pursue"
Grade every angle 1–10 and kill anything below 7 with a written critique — editor does the grading; you only see survivors (grade ≥7)
Build a pain dossier on pursued companies — research runs automatically after approval
Write the email draft, LinkedIn message, and tailored one-pager Edit the drafts freely — rewrite whatever feels off
— agents never send anything, ever Hit send. Only you. Every time. No exceptions.
Track every outreach in the pipeline (draft → sent → replied) Close the deals
Write the Friday weekly review with survival rates and pain patterns Read the report, tune the company list and prompts for next week
The core deal: agents do the volume work (research, watch, write, grade). You do the judgment work (approve, pick, send, close). The system surfaces the right opportunity at the right moment — you decide what to do with it.
Champion Habits
Trust the filter. 2 great conversations beat 50 cold emails. If the editor killed an angle, it wasn't ready.
Lead with pain, never "we do AI." The angle must name their specific problem. Generic openers go to spam.
Strike while the news is hot. Signals age fast — aim to send within 2–4 weeks of the news event.
Only chase what you can deliver 100%. If you can't serve their specific pain, don't pursue the angle.
Close the loop. Mark Sent and Replied in the Pipeline so the system learns what's working and the weekly review is accurate.
Glossary
Signal
A newsworthy event at a target company — funding, expansion, hiring spike, leadership change, or product launch. The trigger for the whole loop.
HOT / WARM
HOT = a specific event at a watched company (acts on it immediately). WARM = a broader sector trend (no specific company event, lower priority).
Angle
A pain-first outreach pitch tied to a specific signal. Names the problem the news implies, not what you sell. Example: "You just raised $8M — production will double. Manual scheduling cracks at 2x."
Grade
The editor's 1–10 score for an angle. Anything below 7 is killed with a written critique. Only grade ≥7 reaches you.
Approve / Pursue
Your signal to the system to prep outreach for an angle you like. Triggers Wave 2: pain dossier + drafts.
Draft-only
The system writes; you send. Agents never touch the send button. Law (CASL) + hard house rule.