Elite agency operating system
A multi-tenant portal purpose-built for med spas, dental groups, and wellness clinics who need clean signal — not generic dashboards. Meta, GHL, and Retell AI unified in one operating view.
Secure access
All access is role-scoped and organization-aware by design.
All access is role-scoped and organization-isolated. Sessions are secured with signed JWT tokens.
Platform modules
Track spend concentration, CPL, lead volume, CTR, and campaign-level movement with daily trend charts and operator context overlays.
See how leads move from capture to consult booked, show rate, and closed revenue. Full funnel conversion with source mix breakdown.
Call outcome tracking, transcript context, qualification patterns, and objection frequency across all AI voice conversations.
Automatically generated account-specific recommendations grounded in real campaign data. Ask follow-up questions conversationally.
Step-by-step checklist guiding clients from intake through platform access, ad account mapping, and first-call preparation.
Clinic-tailored sales training modules with built-in transcripts, personal notes, and module-by-module progress tracking.
Under the hood
Real-time sync
Trigger syncs individually per connection or bulk across all client workspaces. Data refreshed on demand, not on a fixed delay.
AI-grounded reports
Reports are built from your actual account data — real campaign names, real spend numbers, real outcomes. No fabricated stats.
Tenant isolation
Server-side org scoping on every route. Client A cannot access Client B's data. RBAC enforced at the data layer, not just the UI.
Voice call intelligence
Retell AI calls synced, classified by outcome, and browsable with full transcript context and objection pattern aggregation.
Onboarding tracker
Agency-wide view of every client's launch checklist status, uploaded assets, and open blockers in one consolidated ops view.
One-step provisioning
Add new client workspaces with a single form. Map Meta accounts, configure Retell, and trigger first sync in one step.