The Lotic product

Everything you need to run a sharper pipeline.

Lotic brings your leads, deals, and next steps into one clear system, with a pipeline co-pilot that tells you what actually matters. Here's what's inside.

Pipeline Snapshot
Early access

Your whole business, at a glance

Open Lotic and instantly see what matters: total pipeline value, active deals, conversion rate, and the single biggest priority for today, no digging required.

  • Live totals for pipeline value, active deals, and average deal size
  • A prioritized list of what needs attention right now
  • What’s working, so you can do more of it
Search anything...
SJ

Pipeline Snapshot

Your sales pipeline at a glance. Here's what matters most right now.

Total Pipeline
$2.4M
6 deals+12%
Active Deals
$1.6M
4 deals+8%
Avg Deal Size
$530K
per close+12%
Conversion Rate
28%
lead to close+6%
Biggest Priority
Follow up on 3 warm leads
View leads
Needs Attention
2 deals stalled 14+ days
View deals
What's Working
High listing conversion rate
See details
Recommended Next Step
Focus on new lead generation
Create plan
Pipeline Map
Early access

Watch every deal move through your stages

From first lead to closed deal, see how many opportunities sit at each stage, and exactly where they stall. Lotic highlights your biggest drop-off automatically.

  • Stage-by-stage counts and conversion percentages
  • Automatic detection of your largest drop-off point
  • Insights on which stages move fast and which lag
Search anything...
SJ

Your Sales Pipeline

A visual map of your complete sales process.

Lead
124
-12%
Contact
89
+6%
Qualified
54
+15%
Proposal
28
+6%
Close
12
+10%
Stage Breakdown
Lead
100%
Contact
72%
Qualified
44%
Proposal
23%
Close
10%
Key Insights
Largest drop-off between Contact and Qualified (38%)
Fastest-moving stage: Qualified to Proposal (7 days)
Opportunity: improve lead follow-up process
Pipeline Compass
Early access

Always know your next best move

Instead of staring at dashboards, get one clear recommendation. Compass weighs your entire pipeline and points you at the highest-impact action right now.

  • A single, prioritized next best move
  • Health, conversion, and sales-cycle indicators at a glance
  • Updates as your pipeline changes
Pipeline Compass

Everything you already use, pointing the same direction.

Scattered across your tools
Follow Up Boss
CRM
Spreadsheets
Deal list
Email threads
Conversations
Texts & DMs
Replies
Your next best move
Follow up with 3 warm leads today

They went quiet after replying last week. Reaching out now keeps them from drifting to another agent.

See the leads Why this move

Lotic pulls the scattered pieces together and points you to the one action that matters most right now.

Alfred
Available now

A pipeline co-pilot who knows your business

Alfred is Lotic's pipeline co-pilot. Ask questions in plain language, or let him run a full diagnosis of your sales system and hand you a prioritized action plan, available today, free.

  • Plain-English answers about your pipeline
  • A complete, free diagnosis of your sales system
  • Concrete, prioritized recommendations
Try Alfred free
Alfred
Your pipeline co-pilot
Online

Where am I losing deals right now?

Right now your biggest leak is follow-up. Three warm leads from last week haven't heard back in over 24 hours. Want me to line them up so you can reach out first?

Show me the leadsDraft the messagesNot now
Ask Alfred anything about your pipeline...
Sales System Report
Available now

A clear read on your strengths and gaps

Lotic turns your answers into a structured report: your key strengths, the gaps holding you back, the bottlenecks, and the biggest opportunities, in minutes.

  • Strengths, gaps, bottlenecks, and opportunities
  • Plain-language analysis, not raw data
  • A prioritized roadmap you can act on
See a sample report
Initial Findings
Your sales system at a glancePreview

Your pipeline is healthy, with a few clear areas that are holding back more consistent closings.

3
Key Strengths
4
Main Gaps
2
Bottlenecks
5
Opportunities
View full report
And more

Built to keep you a step ahead.

Smart alerts

Get nudged when a warm lead goes quiet or a deal stalls, before it costs you.

Trends over time

See whether your conversion and cycle time are improving month over month.

Find anything fast

Search across leads and deals to jump straight to what you need.

One clean workspace

A calm, focused interface designed for daily use, not data overload.

Your data, protected

Your pipeline is private and secure. You stay in control of your information.

CRM sync

Soon

Direct sync with Follow Up Boss and more is on the way.

Ready to see it with your own pipeline?

Start free, or run a full diagnosis with Alfred in a few minutes.