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Local lead intelligence

IDM Lead Desk

Phone-ready businesses without standalone websites, arranged from strategic targets to practice calls. Every status change saves directly to SQLite.

Personalized demo infrastructure

Launched demo categories: —

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Read-only database console

SQL workspace

Run SELECT, WITH, or EXPLAIN queries against the live SQLite database. Writes are blocked by both the API and SQLite.

Ctrl+Enter to run · up to 500 rows are displayed

Run a read query to see its results.

Administration

Users & access

Create accounts and grant access by area, big category, category, or individual lead. These permissions are additive.

Create user

Username Password Role

Permissions

Account

Choose what this user can see. Individual leads provide exceptions without granting their parent groups.

Areas Big categories Categories

Individual lead exceptions

Questionnaire configuration

Enter one question per line. New questions are added to existing lead questionnaires; historical questions and answers are retained.

Questions

Business details

Lead contact

Change phone number

Active phone number

Original database number

Category settings

Category

Choose what you want to configure for this category. More settings can be added here later.

Category setting · Message templates

Message templates

What this does

Create reusable messages for this category. When sending one from a lead, placeholders are replaced with that lead’s real data before the phone share menu opens.

<website>Personalized demo link, when one exists <lead>Lead or business name <phone>Phone number <category>Category name <address>Business address <maps>Google Maps link

Create template

Technical title

This title is only used to identify the template; it is not added to the sent message.

Message

Existing templates

0

Send message

Choose a message

Choose a template below. Your phone’s share menu will open so you can send it through SMS, WhatsApp, Telegram, Viber, email, or another installed app.

Leona workspace

Client analysis

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Prompt

Upload client files

Audio and transcription uploads can be up to 500 MB each.

Audio files

0

Transcriptions

0

Transcription preview

Select a transcription to preview it here.

Caller questionnaire

Client questionnaire

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