Symbio Software dashboard
Where the software business stands today
Today
All follow-ups →
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Assistant
Putting together your briefing…
Needs you today
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Just came in
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Going cold
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Software pipeline
Every business we are selling Symbio Software to
Work these next
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Software leads
Brokerages, teams and lenders in the pipeline
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Production
Everyone who has signed — what we are building, who is live, and who we lost. When we improve the Symbio product itself, write it down under Symbio updates: that one act puts it on every custom build here, and a company that starts later picks up everything already shipped.
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Follow-ups
What you said you would do next, and when
Due now
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Coming up
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No next step set
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Software reports
How the software side is actually moving
By stage
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By customer type
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Where they came from
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Your goals
What you are aiming at, and how you are tracking
Scoreboard
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How you are tracking toward your targets.
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Targets by lead source
Set how many new customers you want from each source. Everything above it — calls, conversations, demos, proposals — is worked backwards from that number using your own conversion rates.
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Your own goals
Anything else you are holding yourself to this month. These are yours — they are not worked out from the pipeline.
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Software team
Who can open the Symbio Software desk
Access
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Access is granted or removed in the main CRM under Users & Team — it is the same account either side, so a change there applies here straight away.
Add a software lead
A business we want running on Symbio Software
The business
The person
The AI caller
The one that sells the software
Status
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Waiting to be called
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What it says
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