CRM & Prospects
Manage qualified prospects, opportunities, follow-up activity, account status, and the client acquisition pipeline from one focused entry point.
Production safety: automatic outreach remains
disabled. Actions that change prospect state or
send communications remain inside the existing
controlled operations workflow.
Open Acquisition Pipeline
View active opportunities, prospect status, qualification, and pipeline movement.
Open →
New Opportunity
Create or review an opportunity using the existing production CRM controls.
Open →
Follow-Up Tasks
Manage opportunity follow-ups and due sales activity.
Open →
Activity History
Review recorded prospect and sales activity from the full operations workspace.
Open →
These focused workspaces organize the existing
PBT Client Acquisition OS. They do not replace or
duplicate backend business logic.