Admin portal preview

See what your team receives after an enquiry.

Start with a quick overview, then try the interactive workspace below with sample leads, status changes, transcripts, and follow-up actions.

Lead operations dashboard

A clear view of enquiries, progress, and the next action.

NewQualifiedBookedContactedWonLost

Amira Janssen

Canal Dental Studio · Website chatbot

New
ScheduledScore 88

Noah Vermeer

Northline Logistics · Contact form

Qualified
Email draft readyScore 74

Sanne de Vries

PeakFit Coaching · Instagram DM

Booked
Reminder queuedScore 91
Selected lead

Amira Janssen

Canal Dental Studio

Score

88

Wants to reduce manual appointment booking and connect the chatbot to Google Calendar and HubSpot.

Typical actions

Call leadSend follow-upBook appointmentAssign leadMark as contactedMove to CRM
Try the interactive portal
Interactive workspace

Try the portal with sample leads.

Select any lead to update the details panel. You can also filter the pipeline, change a status, and simulate common follow-up actions.

Lead workspace

Filter leads, update a status, or select any record to view its details.

Every lead record is selectable

Amira Janssen

Canal Dental Studio · Website chatbot

88

Interest

Booking chatbot

Appointment

Suggested slots

View details

Noah Vermeer

Northline Logistics · Contact form

74

Interest

CRM automation

Appointment

Not booked

View details

Sanne de Vries

PeakFit Coaching · Instagram DM

91

Interest

Lead management system

Appointment

Booked Thursday 14:00

View details

Luca Bakker

UrbanStay Rentals · Missed call SMS

67

Interest

AI customer support automation

Appointment

Follow-up requested

View details

Eva Mulder

Studio Bloom · Website FAQ bot

95

Interest

Custom web development

Appointment

Completed

View details
New

Amira Janssen

Canal Dental Studio

Score

88

Email: amira@example.com

Phone: +31 20 000 1042

Appointment: Suggested slots

Follow-up: Scheduled

AI summary

Wants to reduce manual appointment booking and connect the chatbot to Google Calendar and HubSpot.

Simulate actions

Bot: What would you like to automate?

Lead: Booking appointments from the website.

Bot: Which calendar do you use?

Lead: Google Calendar and HubSpot.

Free automation audit

Find the fastest workflow to automate first.

Share your website, CRM, booking flow, lead sources, and manual bottlenecks. Relyforge Systems will identify a practical first automation opportunity.

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