Pipeline by Stage
Closed Won by Month
Team Activity — Last 30 Days
spike = sale closed
💡 Did You Know?
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✅ Recommended Action
📈 Marketing Tie-In
Team Performance
| Rep | Deals | Pipeline | Closed Won |
|---|
Recent Activity
Upcoming Tasks
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Select a contact to view their profile
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3-Month Overview
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Activity Overview
Team Breakdown
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Activity Trend
Activity Type Mix
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12
Deals Won
Win rate: 63%
7
Deals Lost
Avg deal size lost: $8,200
$178k
Revenue Won
↑ 22% vs Q1
$57.4k
Revenue Lost
↓ 8% vs Q1
Why Deals Are Lost
Went with competitor5
Budget constraints3
No decision made2
Bad timing1
Lost by Stage
Proposal4
Negotiation3
Qualified1
Lead0
Win Rate by Rep
M
MathiasK
KarstenM
MarcusWin Rate by Sector
Cardiology100%
Imaging75%
Walk-in clinic60%
Physiotherapy50%
Fields:
Deal Value ×
Stage ×
Assigned Rep ×
+ Drag fields here to add to report
Deal Value by Stage — Q2 2026
Sort by:
Achievements
Mathias — 12-day activity streak
Mathias — $100k quarter milestone
Karsten — 20+ calls in a month
Karsten — <2h average response time
Marcus — 50 notes logged
This Week
Team Calls58 / 80 target
Emails Sent47 / 60 target
Deals Closed5 / 8 target
Paste a call transcript or meeting notes
Past Meeting Notes
CR
Capital Radiology — Discovery
May 22, 2026 · 3 action items
NS
NorthShore — Negotiation
May 18, 2026 · 5 action items
K2
K2K Physio — Proposal review
May 10, 2026 · 2 action items
MK
Medicentre Kanata — Kickoff
Apr 28, 2026 · 4 action items
Follow up with Capital Radiology — 2 days since last contact
Deal is in Negotiation and has been silent for 2 days. Deals in negotiation typically close in 5–7 days or go cold. A quick check-in now has an 84% chance of advancing the deal.
Send revised quote to Medicentre Kanata
Quote QUO-0044 was sent 6 days ago with no response. A revised quote with a limited-time discount (5–10%) has a 67% higher acceptance rate than re-sending the same document.
Schedule discovery call with Ontario Health Unit
Contact is in Lead stage and was created 2 days ago. Leads that receive a discovery call within 72 hours of entry convert at 3× the rate. Karsten has availability Thursday.
Send onboarding package to Ottawa Heart Institute
Deal was marked Won today ($31,500). Clients who receive an onboarding package within 24 hours of close have a 91% satisfaction rate vs 68% for those who wait longer. Don't let momentum drop.
9:41●●● 5G
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Record call notes instantly
Add a Note
Capture meeting insights
Voice Note
Speak — AI transcribes it
Book Meeting
Share your booking link
Recent Contacts
CR
Capital Radiology
Called 2h ago
K2
K2K Physiotherapy
Note yesterday
NS
NorthShore Health
Email Jun 1
Capture
Contacts
Pipeline
Messages
Designed for the field
Sales reps can log calls, add notes, book meetings and send messages with large tap targets — no squinting at a full dashboard on the road.
Voice-to-Note
Speak your notes after a meeting — Claude transcribes and summarises automatically, then logs it to the contact.
Location-aware
Nearby contacts surface at the top — useful when visiting a clinic and needing to quickly pull up a record.
Offline-ready
Capture notes without signal — they sync automatically when you reconnect.
Select Contact
CR
Capital Radiology
Proposal · $42,000
OH
Ottawa Heart Inst.
Negotiation · $31,500
NS
NorthShore Health
Qualified · $18,000
PM
Prairie Med Group
Won · $28,400
VE
Valley Eye Clinic
Lead · $12,000
MK
Medicentre Kanata
Proposal · $19,800
HB
HealthBridge Labs
Won · $51,200
Contact
Capital Radiology
Stage
Proposal
Deal Value
$42,000
Rep
Mathias
Sector
Medical Imaging · Ottawa
Email Type
Tone
Length
Additional Context (optional)
✉️
Select a contact and click Generate
Claude will use the deal stage, sector, and conversation history to craft a personalised email.
Recent AI Emails
✉️
Capital Radiology — Follow-up
Today · Professional · Sent ✓
✉️
Ottawa Heart Inst. — Proposal Send
Jun 2 · Warm · Sent ✓
✉️
NorthShore — Check-in
Jun 1 · Urgent · Draft
✉️
Valley Eye Clinic — Cold Outreach
May 28 · Professional · Sent ✓
✉️
HealthBridge — Renewal Prompt
May 25 · Concise · Sent ✓
✨ AI Tips
🎯 Follow-ups sent 3–5 days after a proposal have 32% higher open rates.
🕐 Tuesday–Thursday 9–11am gets the best reply rates for healthcare decision-makers.
📌 Adding a specific next step (e.g. "are you free Thursday?") doubles response rate.
🔒 Mentioning a compliance deadline increases urgency without being pushy.
Paste Conversation
Link to contact (optional):
Recent Summaries
📧
Capital Radiology — Email Thread
Today · Logged · Stage → Negotiation
📞
NorthShore — Call Transcript
Jun 2 · 3 actions created
💬
Valley Eye Clinic — WhatsApp
May 31 · Logged
🎟
Medicentre — Support Ticket
May 29 · Logged · Priority ↑
What gets extracted
🎯Topic & outcome — what was discussed and where things landed
😊Sentiment — positive, neutral, or at-risk signals
📋CRM field updates — stage, next step, deal value changes
✅Action items — assigned to reps with due dates
📥One-click log — saves summary as a contact activity
💡 Pro tip
Forward emails directly to log@seculogica.com with the contact's CRM ID in the subject — they'll be auto-summarized and logged without opening the app.
3
High Risk
$74,500 ARR at risk
5
Moderate Risk
$112,000 ARR — monitor
10
Healthy
$241,400 ARR secure
Last updated
Today 6:00 am
Auto-runs daily
🔴 High Risk
87
NorthShore Health
High Risk
$24,000 ARR · Rep: Mathias · Last contact: 14 days ago
Renewal: Jun 18
😴Days since last contact14 days
😟Last NPS score5 / 10
🧾Overdue invoices1 overdue
📋Onboarding progress17% stalled
📧Email open rate (30d)12%
⏰Days to renewal14 days
AI Assessment: NorthShore is showing 4 concurrent risk signals — stalled onboarding, low NPS, overdue invoice, and 14 days of silence with renewal in 14 days. Immediate outreach recommended before the renewal window closes.
74
Valley Eye Clinic
High Risk
$18,600 ARR · Rep: Marcus · Last contact: 9 days ago
Renewal: Jun 22
😴Days since last contact9 days
😐Last NPS score7 / 10
🧾Overdue invoicesNone
📋Support tickets (30d)3 open
📧Email open rate (30d)28%
⏰Days to renewal18 days
71
Ontario Health Unit
High Risk
$31,900 ARR · Rep: Karsten · Last contact: 11 days ago
Renewal: Jun 30
😴Days since last contact11 days
😐Last NPS score6 / 10
🧾Overdue invoices1 upcoming
📋Support tickets (30d)1 open
📧Email open rate (30d)18%
⏰Days to renewal26 days
🟡 Moderate Risk
52
Ottawa Heart Inst.
Moderate
$36,500 ARR · Rep: Karsten · Last contact: 5 days ago
Renewal: Aug 14
😴Days since last contact5 days
😐Last NPS score7 / 10
🧾Overdue invoicesNone
📋Onboarding progress33% slow
44
Medicentre Kanata
Moderate
$19,800 ARR · Rep: Marcus · Last contact: 6 days ago
Renewal: Aug 5
😴Days since last contact6 days
🧾Overdue invoices1 overdue (14d)
😊Last NPS score8 / 10
📧Email open rate (30d)35%
Risk Score Signals
😴 Days since last contact25%
😟 NPS score (latest)20%
⏰ Days to renewal20%
🧾 Overdue invoices15%
📧 Email engagement10%
📋 Support ticket volume10%
Drag to add
Triggers
Deal stage changes
When stage moves to…
New contact created
On any new contact
Quote accepted
When status = Accepted
Invoice overdue
Past due date
Conditions
Deal value check
If value is > / < amount
Contact has tag
Tag = VIP, HIPAA…
Actions
Create task
Assign to rep + due date
Send email
From template or custom
Notify team
In-app or Slack push
Wait / Delay
X hours / days / weeks
Move stage
Advance or revert deal
Trigger
Deal moves to Proposal
Any deal · Any rep · Any value
Condition
Deal value > $10,000?
Split path: High value vs standard
YES
Action
Assign to Mathias
Task: "Send high-value proposal" · Due 48h
Email
Send proposal email
Template: "High-Value Proposal" + PDF
NO
Action
Round-robin assign
Task: "Send standard proposal" · Due 72h
Delay
Wait 3 days
Then check if quote was sent
Saved Workflows
3 active
Proposal Auto-Assign
ActiveRan 14× this month
Win Celebration
ActiveRan 5× this month
New Lead Welcome
ActiveRan 31× this month
Stale Deal Nudge
Inactive
Invoice Overdue Alert
ActiveRan 2× this month
Overdue Invoice Alerts
Alert when invoice is 7+ days overdue
Sends email to assigned rep + creates follow-up task. CC's Mathias for invoices over $10k.
Currently triggered: INV-0038 — Medicentre Kanata ($4,500) — 14 days overdue
Auto-send payment reminder at 3, 7, 14 days
Polite email reminders escalating in urgency. Stops when invoice is marked paid.
Next run: Daily at 8:00 am
Stale Deal Nudges
Nudge rep when deal has no activity for 5 days
Sends in-app notification and email to the assigned rep. Logs a system note on the contact.
Currently triggered: NorthShore Health (Negotiation) — 7 days silent
Escalate to Mathias if deal stale for 14+ days
Superuser gets a summary of all deals with no activity in 2+ weeks. Sent every Monday at 9am.
Next run: Monday Jun 8, 9:00 am
Task Deadline Warnings
Warn rep 24 hours before task is due
In-app notification + email. If task is overdue, escalate to admin after 48 hours.
Currently triggered: 3 tasks due today across team
Morning digest — today's tasks at 7:30 am
Each rep receives a personalized email listing their tasks due today and any overdue items.
Next run: Tomorrow at 7:30 am
Recent Triggers
INV-0038 overdue alert sent
Karsten notified · Today 8:00 am
NorthShore deal — stale nudge
Marcus notified · Today 8:00 am
Task: "Send Capital Radiology proposal" due
Mathias · Due today · Overdue warning sent
Invoice reminder sent — INV-0040
Auto-email to NorthShore · Yesterday 8am
Morning digest sent to all 3 reps
Yesterday 7:30 am · 8 tasks listed
INV-0039 — 7-day overdue alert
Jun 1 · Task created for Karsten
Assignment Queue — Who's Next?
Auto-mode:
M
Marcus Steinbock
5 leads this week · Last assigned 1h ago
M
Mathias
10 leads this week · Last assigned 30m ago
Assignment Rules
Route by geography
Ottawa leads → Mathias · Saskatoon leads → Marcus
High-value override
Deals > $20k always assigned to Mathias first
Sector specialisation
Cardiology / Imaging → Karsten · General practice → Marcus
Load balancing
Skip a rep if they have 5+ open deals
Recent Assignments
Ontario Health Unit → Karsten
Today, 9:02 am · Auto-assigned
Westside Family Health → Mathias
Today, 8:44 am · High-value rule
Valley Eye Clinic → Marcus
Yesterday, 3:10 pm · Auto-assigned
Prairie Med Group → Karsten
Yesterday, 1:22 pm · Geography rule
HealthBridge Labs → Mathias
Jun 1 · High-value rule ($29k)
This Week
Mathias10 leads
Karsten5 leads
Marcus5 leads
Capital Radiology — Onboarding
Started May 20, 2026 · Target go-live: Jun 20, 2026 · Rep: Mathias
8
Completed
2
In Progress
2
Pending
Phase 1 — Setup & Welcome
Send welcome email & intro package
Done May 21 · Mathias
Schedule kickoff call
Done May 22 · Mathias
Kickoff call held — notes filed
Done May 26 · Mathias
Phase 2 — Technical Setup
Deliver login credentials
Done May 27 · Mathias
Configure firewall & network access
Done May 29 · Mathias
Install & verify endpoint agents
In progress · Due Jun 6 · Mathias
Phase 3 — Training
Admin user training — Session 1
Done Jun 1 · Karsten
End-user training — Session 2
Done Jun 3 · Karsten
Security awareness walkthrough
In progress · Due Jun 10 · Karsten
Phase 4 — Go-Live
Final security audit sign-off
Not started · Due Jun 17 · Mathias
Go-live & handover to support
Not started · Due Jun 20 · Mathias
72
NPS SCORE
62%
Promoters (9–10)
18 responses
28%
Passives (7–8)
8 responses
10%
Detractors (0–6)
3 responses
Score Distribution
0
1
2
3
4
5
6
7
8
9
10
■ Detractors
■ Passives
■ Promoters
Recent Responses
10
Capital Radiology
Jun 2, 2026 · Promoter
"Seculogica has been outstanding — responsive, knowledgeable, and the security posture improvement has been measurable. Highly recommend."
9
Prairie Med Group
Jun 1, 2026 · Promoter
"The team is proactive and transparent. Onboarding went smoothly and we feel much more secure now."
7
Ottawa Heart Inst.
May 28, 2026 · Passive
"Good service overall. Response times could be faster on low-priority tickets."
5
NorthShore Health
May 25, 2026 · Detractor
"Onboarding has taken longer than expected. Communication gaps during setup phase."
10
Valley Eye Clinic
May 20, 2026 · Promoter
"Excellent. Their team explained everything clearly and we felt supported throughout."
Survey Schedule
30-day post close-won
Auto-send 30 days after deal won
90-day check-in
Quarterly satisfaction pulse
Annual renewal survey
30 days before contract renewal
Detractor auto-alert
Notify rep if score ≤ 6
NPS Trend
Q3'25
Q4'25
Q1'26
Q2'26
Q3 2025: 54
Q4 2025: 61
Q1 2026: 68
Q2 2026: 72 ↑
Pending Surveys
Medicentre Kanata
Send date: Jun 10 (30-day)
Ottawa Heart Inst.
Send date: Jun 15 (30-day)
HealthBridge Labs
Send date: Jul 1 (90-day)
4
Urgent — under 30 days
$87,400 at risk
7
Coming up — 30–90 days
$142,000 to secure
7
Fine — over 90 days
$198,500 locked in
$427,900
Total ARR under management
18 contracts
1 — Choose Data Source
Contacts
235 records
Deals / Pipeline
47 records
Invoices
128 records
Quotes
84 records
Activities
1,840 records
Audit Log
3,210 events
NPS Responses
29 responses
Renewal Contracts
18 contracts
2 — Select Columns
3 — Filters & Format
Export Format
Preview: 9 columns × 235 rows · ~42 KB CSV
Schedule Recurring Export
Export History
Active Schedules
Contacts — Weekly Mon 7amActive
Invoices — Monthly 1stActive
Audit Log — Monthly 1stActive
47
Events today
31
Edits today
2
Deletes today
3
Exports today
189
Opted-In
14
Opted-Out
22
Pending
10
Consent Expired
⚠️ 10 contacts have expired consent — they should not receive marketing emails under GDPR. Send renewal request to all
Contacts who have submitted a Right-to-Erasure (Article 17 GDPR) request. Accept to permanently anonymize all their data.
🗑
NorthShore Health — Dr. Patricia Lee
Submitted Jun 2, 2026 via seculogica.com/delete-request · Email: patricia.lee@northshorehealth.ca
Data that will be anonymized: contact record, 2 activities, 1 invoice (amount kept for accounting, name replaced with "Deleted Contact"), 0 quotes.
Pending — 2 days left
🗑
Anonymous Lead #328
Submitted May 29, 2026 via web portal · Contact has no name on file
Data that will be anonymized: 1 contact record, 0 activities, 0 invoices.
Pending — 6 days left
✅ GDPR Response SLA: Requests must be fulfilled within 30 days. Both requests above are within the window.
🔒 Data Retention Rules
Retain contact data for
years after last activity
Auto-delete after retention period
Permanently removes contact + all data
GDPR right-to-erasure self-serve
Contacts can request deletion via link
Anonymize exports after retention
Strip names, keep aggregate data
Consent renewal reminders
Email contacts 60 days before expiry
🧑⚖️ DPA & Compliance Status
🇪🇺
GDPR (EU)
DPO: Mathias · DPA signed: Jan 2026
🇨🇦
PIPEDA (Canada)
Privacy officer: Mathias · Last audit: Jan 2026
🏥
HIPAA (USA)
BAA on file · Last audit: Mar 2026
🛡
ISO 27001
Certification renewal: Sep 2026
Custom fields appear on every contact profile. Values are searchable, filterable, and included in CSV exports. Drag to reorder.
TypeField NameRequiredUsedVisible
Text
Optional
142
All roles
EMR System
Dropdown
Optional
198
All roles
Compliance Level
Currency
Required
87
All roles
Contract Value
Date
Optional
87
All roles
Renewal Date
Number
Optional
201
All roles
Staff Count
Checkbox
Optional
156
Admin+
HIPAA-covered Entity
URL
Optional
31
All roles
Client Portal Link
Multi-select
Optional
44
Admin+
Certifications Held
Add New Field
Required field
Must be filled before saving
8 custom fields on Contacts · 4 on Deals · 3 on Companies
Fields are automatically included in CSV exports and searchable in the contact list.
Fields are automatically included in CSV exports and searchable in the contact list.
Drag stages to reorder · Click a name to rename · Win probability affects weighted pipeline forecast.
ColourStage NameWin Prob %DealsAutomations
%
14
2 rules
%
8
1 rule
%
6
3 rules
%
4
0 rules
%
12
4 rules
%
7
2 rules
%
Weighted Forecast
Lead (10%)14 × avg $14k = $19,600
Qualified (30%)8 × avg $18k = $43,200
Proposal (50%)6 × avg $22k = $66,000
Negotiation (80%)4 × avg $28k = $89,600
Total Weighted$218,400
Tip: Renaming a stage updates it everywhere — pipeline view, reports, automations, and exports — instantly.
✨ White-label mode hides all Seculogica branding from the selected client's portal, invoices, quotes, and emails — replacing it with their own (or your agency's) identity.
App Branding — Your Logo
Click to upload logo
PNG · JPG · SVG — max 2 MB
App header
Favicon
Login screen
AI Integration
When a provider is selected, a Powered by [Provider] badge appears in AI Meeting Notes. Set to None to hide it entirely.
🏢 Identity — Capital Radiology
Preview
Enabled
Dashboard
My Invoices
Documents
Support
Welcome back, Dr. Chen 👋
2
Open invoices
67%
Onboarding
Seculogica branding is hidden from all documents for this client. Their portal shows your agency name and colours throughout.
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