Welcome back!
Discover. Understand. Convert.
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Across all lead segments—
Ready for sales review—
With contact channel available—
AI-ready qualification fieldResearch prospects, analyse opportunities and prepare outreach.
Lead distribution
Prospect coverage across your business categories
Recent activity
Latest actions in your workspace
Explore your AI agents
Purpose-built workflows for every opportunity
Lead Database
Organise, qualify and manage prospect records in one place.
| Company / Prospect | Segment | Location | Opportunity | Score | Status | Details |
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Rooftop Lead Discovery
Search verified business listings; evaluate solar fit after research.
Find potential rooftop customers
India · Search public business listings using your own Google Places API key. No invented companies.
Discovered businesses
Phone numbers shown are public business listings, not consent to receive automated calls. Scores are preliminary only (max 40).
Solar Qualification
Evidence-based lead scoring, rooftop capacity and indicative savings.
Rooftop feasibility form
All estimates are preliminary. Complete fields where supporting data exists.
Assessment result
Nothing is presented as a confirmed site feasibility or savings guarantee.
Customer Intelligence
Lead-specific research, evidence checks and personalised outreach drafts.
Research a rooftop prospect
Only provide details you have evidence for. AI will not browse sources or send messages.
AI intelligence brief
Separate CRM facts, assumptions, missing evidence and recommendations.
Draft-only. Emails and voice calls are never sent automatically.
AI Agent Workspace
Plan targeted campaigns, qualify opportunities and prepare research.
Meet your intelligence agent ✦
Tell your agent what opportunities you need. It creates a practical qualification and research workflow. Connect an AI key for generated recommendations.
New agent task
Describe a prospecting objective
Agent response
Research plans, target attributes and recommended next steps
Outreach Studio
Prepare personalised email and AI voice scripts. Nothing sends automatically.
Generate approved-message draft
Choose a lead and channel to create a tailored conversation starter.
Voice calling is not connected. Promotional calls require prior appropriate consent, compliance checks and telecom integration.
Draft preview
Review, edit externally and approve before outreach
Campaigns
Create and manage campaign plans with a controlled draft-first workflow.
Create campaign
Campaign list
No automatic sending, dialing or outreach occurs in this MVP.
Email Automation
Permission-checked drafts, review queue and response tracking. Sending is disabled.
Compose a customer email
Select a verified, opted-in contact before approving. Drafting itself does not send.
Review & follow-ups
Approval does not send. A real email provider requires a separate secure integration.
Transport not connected
AI Voice Calling
Script planning, permission evidence, manager review and manual outcome logs. No calls are placed.
Prepare a call
A generic opt-in flag plus evidence reference is only a demo gate. Real calling requires independently validated voice-specific consent and telecom checks.
Review queue & outcomes
Voice provider not connected.
Solar Quotations
Preliminary EPC, BOOT & PPA comparison and PDF proposal drafts.
Generate customer quote
Assumptions are editable. Values are indicative and require engineering review.
Estimates & proposal history
These drafts are not sent automatically. PDFs include assumptions and exclusions.
Saved proposals
Sales CRM & Follow-ups
Track each opportunity from research to contract; tasks and reminders appear inside LeadDNA.
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Update pipeline
Select a lead and update its sales stage. Each change is recorded in history.
Create follow-up
Upcoming tasks and reminders
Overdue tasks are highlighted. No external notification or email is sent automatically.
Automation Center
Connect lead qualification, CRM tasks and approved outreach preparation. Nothing is sent automatically.
Off
Off
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Workflow rules
Enable the specific actions you wish to prepare. All outputs are saved locally for review.
Run safely
Preview proposed actions before creating CRM tasks and email drafts. Re-running does not duplicate completed rule actions.
Connection health
Audit history
Tasks & Google Calendar
Connect your Google account and sync approved CRM meetings, site visits and callbacks.
Connection
Checking connection…
Calendar integration uses Google OAuth. No automatic syncing or outbound messages occur without your action.
CRM events available to sync
Scheduled time defaults to 10:00 AM IST and can be changed before syncing.
Reports & Analytics
Live CRM overview based on saved LeadDNA records.
Sales intelligence overview
Current lead data — no invented demo metrics.
Leads by business category
Pipeline stages
Next actions
Settings & Integrations
Live connection status, your account and team access.
Service connections
Your account
Team members
Sales: leads, research, drafts, quotes and tasks. Manager: also approvals, imports, deletions, automation and calendar. Admin: also users and audit log.
Audit log
Sign-ins, approvals, deletions and user changes (latest 50).