LeadPort Platform Guide

Your command center — live KPIs, quick actions, and recent activity at a glance.

Kanban board of all your deals across every stage — drag, drop, and close.

Parent account database — every company your team has ever touched.

Individual sales opportunities linked to companies, with full activity tracking.

AI monitors your WON customers for churn signals and upsell opportunities.

Define what you sell — AI generates your complete ideal buyer profile automatically.

One-click AI pipeline — finds, enriches, and imports matching companies automatically.

AI-ranked discovered companies — review, accept, or reject each match.

Industry events and trade shows attended by your target buyers.

Real-time buying signals — funding rounds, key hires, job postings, and news.

Pre-built industry playbooks with buyer profiles, keywords, and messaging angles.

Multi-step email sequences — AI personalizes every message and sends automatically.

All inbound replies from your outreach — auto-linked to leads and campaigns.

Your reusable email library — write once, AI personalizes at scale.

Cross-channel sequences combining email, LinkedIn, and call tasks in one flow.

AI-powered calling with live transcripts, talking point suggestions, and auto-logged summaries.

Visual no-code automation — trigger CRM actions automatically when conditions are met.

AI drafts a reply for every inbound message — you approve and send in one click.

Your personal AI sales coach — ask anything about your leads, pipeline, or strategy.

ML-powered revenue projection based on your pipeline, stages, and win rates.

Deep performance dashboard — funnel analysis, pipeline breakdown, campaign stats.

Compare your performance against industry peers and find warm introduction paths.

AI analyzes closed deals to surface winning structures and common objections.

Upload proposals and contracts — AI reads, summarizes, and answers questions.

B2B product directory — list your offering or discover potential buyers and partners.

Find upcoming shows, see who's attending, and build pre-event outreach lists.

Run LeadPort for multiple clients with isolated workspaces and custom branding.

Update your personal name, email address, and password.

Invite colleagues, assign roles, and control platform access.

Set sender name, email, logo, and timezone — configure before running any campaigns.

Connect OpenAI, Apollo, Hunter, and SMTP/IMAP — nothing works without these.

Complete history of every action — who did what, when, and from which IP.

Review and approve bank transfer payments to activate or renew subscriptions.