One place for all of it
Your data, from a
bird’s-eye view.
Pupul turns the records you already keep into one live dashboard. See where everything stands, open any piece of it, and act on it without leaving the page.
Hello, Jordan
Tuesday, October 20
Today’s workups
Account: 10482
Workup: North office (9:30 a.m.)
Account: 10517
Workup: Downtown (11:15 a.m.)
Account: 10533
Workup: North office (2:45 p.m.)
Scheduling Rate
Candidates who scheduled
Everyone shown on this page is made up.
See
Open it and the day is already laid out: totals, today’s schedule, what’s waiting and what’s running late.
Interact
Filter, compare and click into any number to find the exact people and records behind it.
Act
Text, take notes, reschedule and follow up from the same screen, without switching tools.
Analytics
Every number says what it’s out of.
Pick a group in plain words and every rate, funnel and comparison below it counts only that group, so the totals always tie back to the dashboard.
- This month against last, at a glance
- Compare locations, sources and months side by side
- A finder for gaps in your records, and who to fix
October so far
New
19
September: 26
Came in
12
September: 17
Done
9
September: 6
84 people in this view — out of 312 in the system
Profiles
Every record tells its whole story.
One page per person: where they are in the journey, every date that matters, the notes your team left and the whole conversation with them.
- A journey timeline that fills in as things happen
- Shared notes, colour-coded so they’re easy to scan
- Appointment history, kept in order
Maya Chen
Account: 10482
Journey
- First ContactAugust 28, 2026
- Work-Up DateSeptember 15, 2026
- ScheduledOctober 30, 2026
- CompletedNot yet
Notes
Prefers mornings. Asked about payment plans.
Riley · Oct 12
Confirmed the 30th by text.
Jordan · Oct 18
Messages
Texts and emails, right where they belong.
Conversations land on the right profile within seconds of a reply. A red count says what’s unread, and anyone on the team can answer from Pupul.
- Replies arrive in seconds, not on the next refresh
- Texts and emails side by side for each person
- Send from Pupul and it’s on the record instantly
Riley · Delivered
9:41 AM
Watch list
Keep an eye on the ones that matter.
Bookmark anyone and Pupul tells you when something happens to them: a reply, a new date, a note. Quiet for too long? It says that too.
- Your own list, private to you
- New updates flagged until you’ve seen them
- Your own changes never ping you
Watch list
2 people you’re keeping an eye on · 3 new updates since you last looked
Sam Ortiz3 new
Account: 10533 · Work Up Scheduled
- Texted back — “Can I move it to Thursday?” · 12 min ago
- Workup moved to Oct 22 by Riley · 1 hr ago
- Note added by Jordan · Yesterday
Priya Nair
Came in Sep 30 · No date yet
Follow-up
Nothing slips through.
The pending queue groups everyone by what has to happen next, and Needs Review pulls out anything that’s overdue or doesn’t add up.
- Grouped by the next step, not by the alphabet
- Shows how long each person has been ready
- Overdue records outlined so they stand out
Ready to schedule
Cleared, and can be booked now
Workup was Oct 9 · not marked as came in