BOS

Business Operating System

Business Growth, Made Simple

Menu
DashboardAI WizardPipelineOrganizationsContactsTasksCalendarLeadsLead SearchAI DiscoveryImport / FunnelsFunnelsPlaybooksCampaignsTemplatesAssetsVideo CreatorLearning CenterLaunch ChecklistCommunicationGoogle WorkspaceSettings
ARM Church Outreach Playbook

CRM Dashboard

Manage leads, research fit with AI, generate outreach, and track follow-up from one workspace.

Add Lead
Total Leads
5

Leads added to the CRM

Needs Research
4

Leads waiting for AI review

High Fit Score
1

Strong potential matches

Open Tasks
0

Follow-ups needing attention

Next Best Actions

Add or review your leads.

Continue building your outreach list by adding leads manually or preparing for CSV import.

Research leads with AI.

The AI research feature will summarize the organization, identify fit indicators, and generate a Fit Score.

Complete open tasks.

Every qualified lead should have a clear next action.

V1 Build Status
GitHub repoComplete
Supabase databaseComplete
Prisma schemaComplete
CRM layoutComplete
Real dashboard countsIn progress
AI Page Assistant Placeholder

Later, this assistant will answer questions like “Where do I upload a CSV?” and link users directly to the correct page.