The screens

The app, as it runs today.

Real captures of a sample workspace. No mockups.

Dashboard

Every chart began as a question. Ask another, or adjust one in plain words.

The Kicklace dashboard: won this month, open pipeline, new people this week, deals by stage, new people per week, the lifecycle funnel, and first-touch sources.

Pipeline

A board that carries the facts. Drag a card, or press an arrow key.

The Sales board in Kicklace with Lead, Qualified, Demo, Proposal, Won, and Lost columns.

Directory

Every record by kind, with saved views, search, import, export, and bulk actions.

The Kicklace directory listing deals with stage, organization, amount, owner, close date, and last activity.

Record

One record, the whole story: every visit, form, download, purchase, note, and email, in order.

A deal record in Kicklace: fields, a timeline of stage moves and notes, connections, follow-ups, and a log form.

Automations

Describe what should happen. Read what will run. Replay last week before switching it on.

An automation in Kicklace with the chat that wrote it and the definition it runs.