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MARKETING + CRM · ONE CONNECTED WORKSPACE

From first connection
to your next customer.

Plan campaigns, organize your pipeline, and keep every follow-up moving. Bring your marketing and sales work together in one place.

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Clear pipeline visibility
Meetings & follow-ups
Campaigns & reporting
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PRODUCT PREVIEWIllustrative data only. Real leads and clients are available after sign-in.
Meetings, in one place
Plan your next conversation
Sample pipeline
Illustrative figures · No live customer data
Marketing workspace · Sample pipeline
Total Pipeline
$1,842,500
Weighted Forecast
$684,200
Coverage
84%
Action Required
4 Gaps
QUALIFIED 4
Sample lead 01
Example company · Demo
$95,000 7d idle
Sample lead 02
Example company · Demo
$110,000 Active
PROPOSAL SENT 3
Sample lead 03
Example company · Demo
$165,000 High Intent
Sample lead 04
Example company · Demo
$145,000 Review
NEGOTIATION 2
Sample lead 05
Example company · Demo
$270,000 Contract
CLOSED WON 6
Sample client 06
Example company · Demo
$240,000 Won
CRM
Organize your relationships
AI
Create your next campaign
Meet
Keep conversations moving
Insights
Understand your performance
Architecture & Advantages

A clearer way to manage your growth

We unified the critical pillars of high-performing revenue organizations—predictive revenue hygiene, end-to-end lifecycle continuity, zero-friction communications, and high-velocity deal execution—into a unified operating system without the multi-seat tax or sync friction.

Predictive Rigor (Forecasting Pillar) 01

Mathematical Probability Rollups & Loss Analytics

Enterprise revenue leaders require mathematical forecasting precision and forensic auditability. LegAiDNC delivers dynamic stage-probability weighted revenue projections (Deal Value × Win Probability), automated pipeline coverage gap warnings, and mandatory Closed-Lost root-cause tracking (budget, competitor, timing).

Unverified Pipelines Pipeline totals are based on rep guesswork, and lost opportunities are abandoned without analyzing reasons.
LegAiDNC Rigor Algorithmic weighted projections, stage coverage gap alerts, and structured win/loss forensics to optimize conversion rates.
Lifecycle Continuum (Unified Data Pillar) 02

Continuous Inbound-to-Retention Pipeline

True revenue efficiency requires unifying data across marketing, sales pipelines, and customer operations. LegAiDNC realizes this unified paradigm natively: organic inbound captures, multi-touch AI outreach sequences, drag-and-drop deal progression, and post-close NPS feedback live inside a single relational database with instant attribution.

Disconnected Silos Marketing leads lose campaign context when handed off to sales; customer satisfaction surveys require costly external software.
LegAiDNC Engine Unbroken attribution continuum from first click to contract signature to NPS telemetry with zero sync connectors.
Frictionless Video & Booking (Omnichannel Pillar) 03

Instant In-Browser WebRTC & Microsoft Teams Sync

Modern revenue teams need integrated communications that eliminate third-party friction. LegAiDNC provides this natively: launch zero-plugin WebRTC video meeting rooms directly in the browser, generate Microsoft Teams meetings in 1 click synced to Microsoft 365, and share personal public booking pages (`/book/:slug`) with automated `.ics` calendar sync.

Fragmented Add-ons Reps pay for external video & scheduling accounts, constantly juggling meeting links and manual schedule reconciliations.
LegAiDNC Omnichannel Built-in WebRTC rooms, synchronized 1-click Microsoft Teams launch, and integrated self-service booking pages.
Deal Velocity & Action Focus (Sales Velocity Pillar) 04

Visual Kanban Momentum with Stalled Deal Alerts

Sales velocity depends on visible deal momentum and proactive stall detection. LegAiDNC implements this activity-centric velocity with frictionless drag-and-drop Kanban stages and automated 7-day Idle Deal Rotting Badges that proactively warn reps when high-value opportunities stall.

Static Databases Deals disappear in dense list views until prospects turn cold and revenue opportunities silently decay.
LegAiDNC Velocity Real-time deal momentum indicators, 1-click stage progressions, and automated cadences that eliminate deal stalling.
Enterprise Capabilities

Everything You Need to Scale Pipeline & Close Deals

The full depth of an enterprise CRM and AI marketing automation suite combined into one seamless platform.

Clear pipeline visibility Alerts

High-velocity visual drag-and-drop Kanban pipeline with configurable win probabilities, stages, activity histories, and automated idle deal indicators (warning reps whenever a high-value deal sits inactive for ≥ 7 days).

Kanban Deal Stages Rotting Indicators Custom Field Schemas Activity Logs

Native Video & MS Teams Meetings

Launch instant in-browser WebRTC video calls with zero plugins or generate Microsoft Teams meetings in 1 click. Includes personal public booking pages (`/book/:slug`) with calendar `.ics` downloads.

Zero-Plugin WebRTC Microsoft Teams Sync Public Booking Pages

Multi-Touch Sales Cadences

Automate multi-step sales outreach across personalized emails, follow-up calls, and LinkedIn touches. Automatically pauses when prospects reply or book a meeting.

Smart Dynamic Tags Reply Detection Multi-Channel Steps

Probability-Campaigns & reporting

Enterprise revenue projections calculated dynamically as (Deal Value × Win Probability) with advanced mathematical modeling. Features per-rep owner leaderboards and automated Forecast Gap alerts for deals in advanced stages missing size or close dates.

Stage Probability Rollups Rep Leaderboards Forecast Gap Detection Coverage Telemetry

Multi-Model AI Campaigns

Generate high-converting email sequences (AWS SES), SEO blogs, social media posts, and client case studies using Claude, GPT-4o, and Gemini.

AWS SES Delivery A/B Testing Multi-Model Content

NPS, CSAT & CES Customer Experience Hub

Measure satisfaction across every customer interaction with automated NPS (Net Promoter Score), CSAT (Customer Satisfaction), and CES (Customer Effort Score) surveys with real-time feedback sentiment feeds.

1-Click Survey Links Sentiment Telemetry Client Experience Logs
Market Comparison

How We Compare to Standalone CRMs

Stop paying thousands per month across disjointed tools. LegAiDNC consolidates your growth stack.

Capability Architecture Traditional Enterprise CRMs
$150+/user/mo		 Legacy Mid-Market CRMs
$80+/user/mo		 Basic CRM Systems
$45+/user/mo		 Point Solution Stack
$280+/user/mo combined		 LegAiDNC Marketing AI + CRM
Included All-in-One
Visual Kanban Deal Velocity ✓ Included ✓ Included ✓ Included △ Separate tool ✓ Included (Full Parity)
Stalled Deal Inactivity Badges (≥ 7d Idle) ✕ Complex scripting required ✕ Expensive workflow add-on ✕ Not native △ Basic alert ✓ Included (≥ 7d Idle Badges)
Native In-Browser WebRTC Video Calling ✕ Requires external video app ✕ External video software △ Basic meeting add-on ✕ Separate video subscription ✓ Built-in (Zero Plugin)
1-Click Microsoft Teams Sync & Booking Pages ✕ Paid Add-on △ Basic sync (No booking) △ Basic sync ✕ Third-party scheduling app ✓ Built-in (/book/:slug + .ics)
Automated Multi-Touch Sales Cadences ✕ Expensive Add-on ($75/user) ✕ High-tier add-on ($50/user) △ Complex setup △ Tier-limited ✓ Included (Email, Call, LinkedIn)
Probability-Campaigns & reporting ✓ Included ✓ Included △ Basic rollups △ Basic forecast ✓ Included (With Gap Alerts)
Closed-Lost Win/Loss Attribution Modal ✓ Standard ✓ Standard ✕ Custom field ✕ Custom field ✓ Included (Structured Analytics)
Full Customer Lifecycle Continuum (Marketing + CRM + CS) ✕ Disjointed Clouds ($$$$) ✕ Separate licensing ($$$$) △ Fragmented Bundle ✕ Multiple separate vendors ✓ Unified Single Database
Multi-Model AI Content Engine (Claude + GPT + Gemini) ✕ Expensive AI Add-on ($50+/user) ✕ Costly Add-on ($30+/user) ✕ Limited basic ML only ✕ Third-party AI add-on ✓ Native Tri-Model Orchestration
Customer Experience Hub (NPS, CSAT & CES) ✕ Expensive Tier Upgrade ($150+/user) ✕ Separate product licensing ✕ Separate external survey tool ✕ Standalone survey subscription ✓ Built-in Live Telemetry
Common Questions

Frequently Asked Questions

Everything you need to know about switching to LegAiDNC Marketing AI + CRM.

What makes LegAiDNC Marketing different from standalone enterprise CRMs?
LegAiDNC provides a unified revenue system. Instead of stitching together separate subscriptions for sales pipelines, automated email marketing, video conferencing, and customer feedback, LegAiDNC delivers full visual pipeline management, multi-touch cadences, native WebRTC & Microsoft Teams meetings, and autonomous multi-model AI campaign generation in one clean platform.
How does the Native Video & Microsoft Teams meeting feature work?
Sales reps can initiate instant video meetings in two ways: either an in-browser WebRTC room that requires zero downloads or external accounts, or a standard Microsoft Teams meeting synced to Microsoft 365. Every representative also has a public booking page (`/book/:slug`) where prospects can self-schedule, add to their calendars via `.ics`, and manage reschedules.
Can I migrate my existing leads and deals into LegAiDNC?
Yes. The platform includes full CSV import and export capabilities with intelligent field mapping for contacts, companies, deals, and activities. You can bring your complete database from any existing CRM or spreadsheet without losing historical records.
Is the platform secure and compliant with data privacy regulations?
Yes. LegAiDNC is HIPAA and ISO 27001 compliant. All customer data is secured with AES-256 encryption at rest and TLS 1.3 in transit. We maintain strict role-based access control (RBAC) and audit logs to ensure enterprise-grade security.
How does probability-weighted revenue forecasting work?
Each pipeline stage is assigned an admin-configurable win probability (e.g. Qualified Opportunity = 20%, Proposal Sent = 50%, Negotiation = 80%). The system calculates expected revenue for every deal and rolls it up across the pipeline and individual sales representatives. It also automatically alerts managers when deals in advanced stages lack amounts or projected close dates.
How does LegAiDNC unify advanced sales and marketing advantages?
Rather than forcing teams to buy and integrate multiple fragmented tools, LegAiDNC combines the essential pillars of modern revenue engines: mathematical forecast weighting and win/loss forensics, continuous customer lifecycle tracking, friction-free native WebRTC video and booking pages, and activity-driven visual Kanban velocity with automated deal stall alerts. Everything is powered natively by multi-model AI (Claude, GPT-4o, and Gemini) with zero third-party connectors.

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Experience next-generation AI marketing and high-velocity deal pipelines in one consolidated platform.

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