A polished operating system for leads, production, training, accountability, and growth.
New agent accounts stay inactive until an owner or admin approves them.
Devout Life Strategies CRM • secure cloud-backed operating system
Account Pending
AWAITING APPROVAL
Your account was created successfully, but an owner or admin still needs to activate it before agency data becomes available.
Welcome back,
Jon Ferguson
CRM MODE
JF
Jon FergusonAgency Owner
✎
Restricted AccessYour account is read-only for sales activity. You can still view the CRM and edit your profile.
Team Performance
Production, team progress, and the numbers that matter today.
This Month
Team Daily Target
LIVE TEAM TOTAL
$0/ $3,000
Shared live across every agent in Gideon.
$
0% completeWaiting for today's first update
Submitted AP
$0
Production written in the selected period
Policies Submitted
0
Applications submitted
Lead Spend
$0
Tracked lead investment
Active Producers
0
Agents producing in this period
Manager Alerts
Items that need leadership attention.
0 active
Submitted AP Trend
Production movement across the selected period.
$0 total
Today's Appointments
0 scheduled
Recent Team Policies
Most recent applications inside the selected reporting period.
Submitted
Client
Product
Carrier
Premium
AP
Status
Agent
0 selected
Priority
Lead / Email
Phone
DOB / Age
Pipeline Stage
Campaign
Automation
Last Touch
Agent
Live Pipeline
Drag a lead to a new stage. Stage-triggered workflow steps schedule automatically.
AI Workflow Control
Build the funnel, inspect enrollments, and manage every SMS conversation without leaving Live Leads.
Automation RuntimeDatabase triggers, stage automation, notifications, and scheduled jobs run server-side. Provider readiness is shown here without exposing any API keys.
Active Workflows0currently enrolling live leads
Active Enrollments0leads currently in automation
Waiting for AI0reply jobs awaiting AI processing
SMS Logged0live, simulation + inbound messages
Campaign Funnel Overview
Time-based follow-up and pipeline-stage messaging attached to each live campaign.
Workflow Control Center
0 workflows
Edits to timing/templates apply to new enrollments. Existing scheduled jobs remain intact.
Workflow
Status
Agent
Campaign
AI
Steps
Active Leads
Actions
Lead Enrollments
0 enrollments
See exactly where each live lead is inside its sequence and what action is scheduled next.
Lead
Workflow
Status
Enrolled
Last Reply
Next Action
Actions
SMS & AI Conversation Log
0 messages
Open a lead to review the full thread, consent state, AI queue, provider delivery status, and replies.
Lead
Direction
Message
Status
AI
Time
Start a Live Lead CampaignCreate a delivery endpoint, assign the receiving agent, choose the lead type, and Gideon will automatically create a paused funnel workflow for the campaign.
Live Lead Campaigns
Control automatic lead delivery. Agents manage their own campaigns; managers can manage campaigns for their permitted team.
