A Lead-Capture-to-CRM Pipeline With Human Approval
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🔒 Ambassador-exclusive build
Two ways to open it
Unlocks this full walkthrough on your account — no subscription, and no account needed until you check out. Advisor-grade build.
Every Ambassador-exclusive build, first access to new ones, and your spot on the advisor-only needs board. Or $300/year.
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What you'll do
A private, local pipeline you own — leads from your web form or inbox get parsed, enriched, and checked for duplicates, then wait in a review queue until YOU approve them, at which point the clean ones land in your spreadsheet CRM with an audit log. No lead touches your CRM without your sign-off, and no duplicate ever overwrites a good record.