Calls. Quotes. Customer follow-up.
Watch the product walkthrough.
See the real app workspace using sample records and AI-generated narration. Follow lead review, customer replies, quotes and next actions.
Your tools, clearly named
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This walkthrough shows selected app workflows. Explore the full tool guide below. AI reply drafts, estimate imports and website answers require eligible monthly access, workspace activation and remaining allowance. Your team reviews the next step.
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Walkthrough transcript
Here's a quick look at Top Lead Recovery. This is the real workspace, using sample records. It gives your team one place to review opportunities, customer replies, quotes, and the next step.
Start with Opportunities. You can see the original service, estimated value, status, and follow-up note. Open a record to check its source and contact details. Your team decides whether it is ready for outreach. These rankings use rules, and a review never sends a message.
Bringing in existing records? Choose your file, confirm that the business can use those records, and review the import first. The preview flags additions, matches, duplicates, and opt-outs before anything is added.
When a customer replies, read the message in the inbox. Follow-ups pause while a person reviews the conversation. Here, we're editing the response ourselves. Then we open the exact preview to check the recipient, subject, and message. Sending is a separate approval step. Nothing is being sent in this sample.
Quote Drafts keeps the customer, price, project title, and scope together. Your team supplies and checks those details. Review an existing draft, or prepare a new one. Saving a draft doesn't turn it into an approved estimate or send it to the customer.
Back on Home, the sample action cards bring the next step into view. The calendar lets you review an appointment and its details without hunting through separate notes.
Phone answering, text messaging, and connected services need setup and activation for your business. This sample shows the workflow; it doesn't mean those services are already running.
Want to see how it could fit your business? Request a demo at topleadrecovery.com slash demo. We'll walk through the tools and the setup with you.
