🧠 Your dashboard is powerful as-is — but with these strategic add-ons, you can take productivity, responsiveness, and coaching visibility to the next level.
These enhancements are designed for ISS reps and managers who want to sell faster, follow up smarter, and lead with more clarity — all without leaving the dashboard.
Streamline your workflow with automated lead handling and instant notifications that keep you ahead of the competition.
Leverage AI-powered insights and automated reminders to never miss a follow-up opportunity again.
Get real-time performance insights and coaching tools that help you make data-driven decisions.
Automate Your Workflow & Lead Lifecycle
Connect your ISS Dashboard directly to the CRM so you can manage your entire sales process from one unified platform.
Every call, email, and meeting is automatically recorded in your CRM timeline. No more manual data entry or missed notes.
Complete customer history at your fingertips. Know exactly where each lead stands before you even pick up the phone.
Smart alerts when leads go cold. Never let a hot prospect slip through the cracks again.
Unified lead intake from every marketing channel. All leads flow into one prioritized queue.
Real-time lead activity feed
Discussed full home service package. Customer interested in pest control + lawn care bundle.
Opened follow-up email 3 times. Auto-scheduled for priority callback.
No contact for 48 hours. Auto-reminder triggered for priority follow-up.
Interested in termite inspection. Auto-assigned based on ZIP code.
No more manual data entry. Every interaction is automatically logged.
See every touchpoint with each customer in chronological order.
Get notified when leads need attention or go inactive.
All leads from every channel flow into one prioritized queue.
Get your CRM integration running in minutes, not hours
One-click integration with your existing CRM system
Set your automation rules and notification preferences
Start enjoying automated workflows and unified data
Scripts. Videos. Training. On Demand.
Everything you need to sharpen your skills is right here — from roleplay breakdowns to real conversation examples.
Interactive script training with real-world scenarios. Practice objection handling and closing techniques with immediate feedback.
Pre-built conversation flows and rebuttal frameworks for every service type. Download, print, and keep at your desk.
Step-by-step campaign execution guides with screen recordings and best practices from successful campaigns.
Listen to actual call recordings from your highest-performing colleagues. Learn their techniques and adapt their approach.
Track your progress and unlock new content
12 of 18 modules completed
Test your knowledge and unlock badges, new scripts, and advanced training modules
Quick 5-question assessments after each module to verify understanding
Practice real conversations with AI-powered feedback and scoring
Comprehensive assessments that unlock advanced content and recognition
Available to all ISS reps with automatic enrollment
Learn at your own pace, anytime, anywhere
Access training on any device, offline downloads available
New content added monthly based on top rep performance
Detailed analytics on your learning journey