Central lead visibility
Admins can view every lead across organizations and locations, while franchise users only see the locations assigned to them.
Built for franchises and multi location service brands
See every webform lead and call lead in one clear dashboard.
AI Lead Dashboard helps owners, admins, and location teams track leads, source performance, call records, exports, and location level reporting from one secure system.
Webform leads
Invoca calls
Location reporting
Admin controls
Lead Management
Last 30 days
Live view
Total Leads1,284
Call Leads746
Webforms538
SourceInvocaQualified
SourceWebsite FormNew
SourceGoogle AdsReview
What it does
A simple reporting layer for complex lead flow.
Track form submissions, phone calls, assigned locations, organizations, duplicate records, exports, and reporting access without forcing every franchise into a heavy CRM.
Source based reporting
Separate webform leads from call leads and review performance by source, date range, organization, and location.
Flexible imports
Support Gravity Forms webhooks, Gravity Forms backfill, Invoca API sync, Invoca CSV imports, and bulk location or user uploads.
Lead sources
Designed around the sources your locations already use.
The system can separate webform submissions from call tracking records, then place qualified calls and form leads into one reporting experience.
- Gravity Forms webhooks and backfill
- Invoca call records and recordings
- CSV imports for historical data
- Ad spend support for cost per lead reporting
Gravity FormsWebform leads
InvocaCall leads
Google AdsSpend data
Meta AdsSpend data
Access control
Give every user the right view.
Software OwnerFull system access
Super AdminAll organizations and locations
Organization AdminAssigned organizations
Location SupportAssigned locations with edit access
Franchise AdminAssigned locations with view access
Reporting
Dashboards, filters, exports, and print reports.
Use one shared filter bar to view results by organization, location, date range, and lead type. Export the current view or create professional PDF reports for review.
Sign in to DashboardTotal leadsBy date range
Call leadsBy Invoca source
Webform leadsBy form source
ExportsCSV, Excel, PDF
Ready to review leads?
Log in to access your dashboard.
Public website visitors can learn about the platform. Approved users can sign in to view protected lead data.