Today's Tasks
Manage calls, texts, emails, follow-ups, ownership, and rep activity.
My Monthly Meeting Performance
Your booked meetings and attendance results for the selected month.
My Weekly Coaching Plan
Two focus areas based on your latest scored calls.
No coaching plan has been generated for this week yet.
My Tasks for Today
Work due today and overdue tasks assigned to you.
0 remaining
My Meetings
Meetings booked in the selected month and their attendance status.
| Prospect | Booked | Source | Attendance | Open |
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| Prospect | Status | Rep | Reply | Last Called | Next Task | Actions |
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Website Audit Talking Points
Control this feature separately for each rep. Enabled reps will see personalized website talking points before dialing.
| Rep | Prospects | Calls | Texts | Emails | Replies | Meetings | Total Activity |
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Daily Prospect Distribution
Import prospects into a pool, then automatically release a set number per day to a rep and sequence.
Import Prospect Pool
Create Distribution Plan
Prospect Pools
Distribution Plans
Recent Releases
Monthly Meeting Performance
Compare meetings booked and attendance by sales rep for any month.
| Sales Rep | Meetings Booked | Showed | No Shows | Pending | Show Rate |
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Sequence Performance
See which outreach sequences are producing replies, meetings, and wins.
| Sequence | Prospects | Replies | Reply Rate | Meetings | Meeting Rate | Won | Win Rate |
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Sequence Performance by Touch
Choose a sequence to see call connection, email reply, meeting, and stalled rates for each step.
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Rep Conversion Funnel
Compare each rep from call activity through conversations, meetings, shows, and won deals.
| Rep | Called Prospects | Conversations | Conversation Rate | Meetings | Meeting Rate | Shows | Show Rate | Won |
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Apollo Prospecting
Search Apollo for net-new prospects, select the people you want, enrich their contact data, and add them directly to a Prospect Pool.
Apollo API key needed
Add APOLLO_API_KEY on the Hatchable project Setup page, then refresh this CRM.
Enter filters and search Apollo.
Add selected prospects to a Prospect Pool
0 selectedApollo enriches selected people before they are added. Enrichment may use Apollo credits.
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Meetings
Track every booked meeting and mark whether the prospect showed.
| Prospect | Rep | Booked | Source | Attendance | Open |
|---|
AI Coaching Dashboard
Rank call quality, spot coaching opportunities, and see the objections reps are hearing most.
Team Avg —0 Scored Calls
Manager Call Review Queue
Calls that need coaching attention or are strong examples worth listening to.
Needs Review
Poor Objection Handling
Top Calls to Listen To
Rep Rankings
| Rep | Avg Score | Scored Calls | Objections |
|---|
7-Day Score Trend
Weekly AI Coaching Plans
Each rep gets two focus areas from their latest scored calls, with baseline vs. current-week score tracking.
Strongest Calls This Week
Biggest Coaching Opportunities
Top Objections
Objection Analytics
See frequency, average call score, who handles each objection best, and the strongest actual rep response captured.
| Objection | Times Heard | Avg Call Score | Best Rep | Handling Score | Best Performing Response |
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Email Inbox
Inbound prospect replies received through the connected Google Workspace mailbox.
AI Sequence Builder
Describe the outreach sequence you want and AI will create an editable draft for you.
Meeting Reminder Sequences
Automatically remind customers before a booked meeting. Build SMS and email reminders relative to the appointment time.
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Upcoming Reminder Enrollments
No upcoming enrollments yet.
Team Access
Invite people by email to log in to the CRM. Only admins can manage access.
Twilio Calling & Texting
Use one Twilio number for browser calls, recordings, call status, and SMS conversations.
TwiML App Voice Request URL: https://prosperity.hatchable.site/api/twilio/voice-outbound
Gmail Integration
Connect Gmail from the Hatchable project Setup page. Once connected, reps can send from a prospect record and sync replies back into the CRM.
Send From Addresses
Add verified Gmail “Send mail as” addresses. Reps can choose one before sending.
Prospect Tags
Create reusable tags that reps can assign to prospects and use for filtering.
Sales Reps
Manage the people who can own prospects and daily tasks.