01
Customers & leads
Interactive demoProfiles, notes, search, company views, pipeline stages and tasks. Core edits persist in this browser.
What comes next
Shared records, Excel import, attachments, tags, bulk actions and reliable reminders.
A clear view of what’s next.
A working preview today. A shared RDL workspace next. Connected communication and AI will follow once the core workflow is proven.
Product walkthrough
Explore customer records, pipeline, follow-ups and the wider product with fictional data.
Organise RDL’s daily work
Agree the scope for shared accounts, customer data, import and follow-up tracking with RDL.
Refine the pilot
Prioritise improvements from staff feedback. Price paid services separately before enabling them.
The promised feature map
“Preview” means an interactive demonstration, not a live service. The complete list is a long-term roadmap. Each phase needs its own agreed scope before implementation.
02
AI assistance
Illustrative onlySample assistant responses show the intended experience; no model is called.
What comes next
Natural-language search, summaries, scoring, message drafts, next actions, insights and predictive analysis.
03WhatsApp
Planned integration
The inbox demonstrates conversation navigation and local drafts.
What comes next
Business account connection, live conversations, scheduled messages, replies and communication history.
04Email
Session preview
Browse sample messages and save drafts for the current session.
What comes next
Mailbox connection, templates, scheduled sending, follow-up sequences and email activity.
05
Calling & voice
Planned integrationNo phone calls, recordings or transcripts are generated in this demo.
What comes next
Calling provider, call logs, permitted recordings, transcription, summaries and reviewed CRM updates.
06
Automation
SimulationBuild sample rules and see a simulation. No workflow runs in the background.
What comes next
Lead routing, onboarding, follow-ups, renewal reminders and custom triggers.
07
Analytics
Interactive demoDashboard and reports calculate from fictional contacts, deals and tasks.
What comes next
Live team and revenue reports, conversion trends, follow-up performance and validated forecasting.
08
Payments & business
Partial previewQuotation editing and totals work within a demo session.
What comes next
Invoices, payment tracking and history, gateways, recurring payments and accounting integrations.
09
Team management
Partial previewWorkload assignment is simulated. The database foundation includes workspace membership and roles.
What comes next
Account provisioning, role administration, shared assignments and team activity views.
10
Mobile access
Responsive web demoThe preview adapts to phone-sized screens.
What comes next
Dedicated mobile app, push notifications and calling access.
11
SaaS platform
FoundationWorkspace-scoped database schema and account sign-in wiring; live access requires configuration.
What comes next
Business onboarding, subscription plans, trials, online billing, usage enforcement and platform administration.