Client portal
Your control center for leads, emails, analytics, billing, and pipeline management.
The client portal is available at getsalesclaw.com/app. It provides a full web interface to manage every aspect of your GetSalesClaw account. Features are progressively unlocked depending on your plan.
Navigation
The portal uses a vertical sidebar with grouped navigation. Items that require a higher plan appear with a lock icon and are grayed out until you upgrade.
| Group | Pages | Plan |
|---|---|---|
| Main | Dashboard, Leads, Sequences, Replies, Deliverability | All plans |
| Pro | Analytics, Emails | Pro+ |
| Scale | Pipeline, Usage & Costs, Activity, ICPs | Scale |
| Account | Billing, Settings | All plans |
Locked pages are still visible in the sidebar so you can see what's available. Clicking a locked page shows a comparison table and an upgrade button.
Dashboard
The main dashboard at /app gives you a real-time overview of your account:
- KPI cards — Total leads, qualified leads, average score, emails sent, sequences active, replies received, open rate, click rate, available leads (pool health)
- Usage meters — Leads and emails used this month vs. your plan limit, plus a lead pool health bar
- Recent leads table — Filterable list of your latest leads with score, company, status, and quick link to detail view
- Export buttons — Download your leads as CSV or JSON Pro
If you have zero leads and zero sequences, the dashboard shows an onboarding wizard to guide you through initial setup.
Lead pool health
The dashboard displays a lead pool indicator that shows how many leads are ready to be contacted. A lead is considered "available" when it meets all of these criteria:
- Not disqualified by AI scoring
- Score of 30 or above
- Has a valid email address
- No sequence started yet (neither draft nor sent)
The indicator appears in two places:
- KPI card — Shows the number of available leads. Turns red with a "Low" badge when 5 or fewer remain.
- Usage panel — A progress bar with a breakdown of sequenced, disqualified, and no-email leads.
| Color | Available leads | Meaning |
|---|---|---|
| Green | More than 15 | Healthy pool — pipeline is well-fed |
| Orange | 6 – 15 | Pool is shrinking — consider broadening your ICP |
| Red | 5 or fewer | Pool exhausted — action needed |
When the pool drops to 5 or fewer, a Telegram alert is also sent automatically after each detection run. To refill the pool, you can:
- Broaden your ICP filters (wider job titles, larger company sizes, more locations)
- Add targeted companies to your ICP configuration
- Wait for the next detection cycle to discover new leads
A red pool does not mean the agent has stopped working. Existing sequences and follow-ups continue normally. It only means no new outreach sequences can be created until fresh leads are detected.
Leads
Click any lead in the dashboard table to see its full detail page:
- Company info — Name, industry, size, location, website
- Contact details — Name, title, email, LinkedIn
- Signal data — The signals that triggered detection (job posts, funding, tech stack, etc.)
- AI score breakdown — Overall score, ICP fit analysis, detailed scoring rationale
- Pipeline status — Current stage (detected, scored, emailed, replied)
Lead actions
- Archive — Move a lead to the archive (all plans)
- Delete — Permanently remove a lead with confirmation modal (all plans)
- Re-score — Re-run AI scoring on this lead Scale
- Force CRM sync — Push lead to HubSpot immediately Scale
Sequences
View all generated email sequences at /app/sequences. Each sequence shows the company, contact, email, score, status, and date.
- View — See the full email content for J0, J3, and J7
- Approve & Send J0 — Approve a draft sequence and send the first email immediately
- Reject — Mark a sequence as rejected (no emails sent)
- Edit emails — Modify subject and body for each step before sending Pro
- Export — Download sequences as CSV or JSON Pro
On the Starter plan, email content is displayed in read-only mode. Upgrade to Pro to edit emails before sending.
Replies
All inbound replies are displayed at /app/replies with AI sentiment classification:
| Sentiment | Color | Meaning |
|---|---|---|
| Positive | Green | Prospect is interested — follow up manually |
| Negative | Red | Not interested — move on |
| OOO | Orange | Out of office — retry later |
| Neutral | Blue | Informational reply — review manually |
Deliverability
Monitor your email reputation at /app/deliverability:
- Domain health score — Overall score based on bounce rate, complaint rate, and delivery rate
- Warmup progress — Visual tracker showing current daily email volume and target (5/day up to 150/day over 60 days)
- Metrics — Delivery rate, bounce rate, complaint rate, unsubscribe rate
- Bounce list — All bounced emails with bounce reason and date
- Activity chart — Daily email volume trend
Analytics Pro
Advanced analytics at /app/analytics with configurable time periods (7, 14, 30, or 90 days):
- ROI overview — Total cost, cost per lead, cost per email, cost per reply, cost per positive reply
- Activity trends chart — Line chart showing sent, opened, clicked, and replied emails over time
- Lead detection chart — Bar chart showing new leads detected per day
- Conversion funnel — Visual funnel from detected leads to positive replies
- Performance by step — Compare open, click, and reply rates across J0, J3, and J7
- Performance by sequence — Per-company breakdown of all email metrics
- Export — Download analytics data as CSV
Email log Pro
Detailed email activity log at /app/emails:
- Full log — Every email sent, with date, recipient, subject, step (J0/J3/J7), status, opens, and clicks
- Filters — Filter by status (sent, failed) or by step (J0, J3, J7)
- Search — Search by recipient email or subject line
- Pagination — 20 emails per page with navigation
- Export — Download email log as CSV or JSON
Billing
Manage your subscription at /app/billing:
- Current plan — Your active plan with status badge (Active, Trial, Past Due, Cancelled)
- Trial countdown — Days remaining in your trial period
- Usage gauges — Leads and emails used this month with color-coded progress bars
- Plan comparison — Side-by-side comparison of Starter, Pro, and Scale features
- Invoice history — All past invoices with date, amount, status, and Stripe invoice ID
- Manage Subscription — Opens the Stripe Billing Portal where you can update payment method, change plan, download invoices, or cancel
Multi-ICP Scale
Scale tenants can define up to 3 Ideal Customer Profiles to target different market segments simultaneously. Manage them at /app/icps:
- Create ICPs — Define a name, industry, company size, revenue, decision-maker titles, location, and exclusions for each segment
- Edit ICPs — Update any field at any time
- Toggle active/inactive — Disable an ICP without deleting it. Only active ICPs are used by the pipeline.
- Delete ICPs — Remove an ICP permanently (with confirmation modal)
When you create your first multi-ICP, any existing ICP data in your USER.md is automatically migrated so nothing is lost.
How multi-ICP works in the pipeline
When you have active ICPs, the pipeline runs each step (detect, score, write) separately for each ICP. This means:
- Each ICP gets its own Apollo/Hunter search filters
- Leads are tagged with their ICP segment
- Sequences are tagged with the ICP they belong to
- Scoring uses per-ICP context for more accurate qualification
If no ICPs are defined, the pipeline falls back to your USER.md configuration. Multi-ICP is fully optional and backwards-compatible.
Global ICP filter
When you have 2 or more active ICPs, a filter bar appears below the top navigation on every page. Click an ICP name to filter all data to that segment:
- Dashboard — Only leads from the selected ICP
- Sequences — Only sequences tagged with the selected ICP
- Search — Results filtered by ICP
- Replies — Only replies from sequences of the selected ICP
- Emails — Only emails sent to leads of the selected ICP
- Analytics — Metrics scoped to the selected ICP
- Exports — Exported data filtered by the selected ICP
Click "All" to remove the filter and see all data. The filter persists across page navigation via a cookie — you don't need to re-select it on each page.
Pages without ICP-linked data (Deliverability, Usage, Billing, Settings) show the filter bar for visual consistency but are not affected by it.
Pipeline control Scale
Direct control over the AI pipeline at /app/pipeline:
- Pipeline status — Last execution time, next scheduled run, current status
- Manual run — Trigger individual pipeline steps (detect, score, write, sequence, CRM, follow-ups) or run the full pipeline
- Warmup controls — Pause or resume email warmup
- Recent logs — View the latest pipeline execution logs
Manual pipeline runs are rate-limited to 3 per hour per account to prevent abuse.
Usage & costs Scale
Detailed cost breakdown at /app/usage:
- LLM costs — Monthly spend by model (Haiku vs. Sonnet) and by skill (scoring, writing, sentiment analysis)
- API costs — Monthly spend by data source (Apollo, Hunter, JSearch)
- Budget gauges — Daily LLM budget usage and monthly API cap with visual progress bars
- Cost trend chart — Daily LLM spend over the past 30 days
- Unit economics — Cost per lead and cost per email
Activity log Scale
Audit trail at /app/activity:
- Chronological log — Every action taken on your account
- Filters — Filter by action type
- Pagination — 30 entries per page
Tracked actions
| Action | Description |
|---|---|
auth.login | Successful login to the portal |
lead.archive | Lead moved to archive |
lead.delete | Lead permanently deleted |
sequence.edit | Email content edited before send |
sequence.send-j0 | First email approved and sent |
sequence.send-followup | Follow-up email sent (J3/J7) |
sequence.reject | Sequence rejected |
pipeline.run | Manual pipeline run triggered |
icp.create | New ICP created |
icp.update | ICP fields updated |
icp.toggle | ICP toggled active/inactive |
icp.delete | ICP deleted |
settings.* | Settings changed (ICP, integrations, sender, SMTP, password) |
Exports Pro
Export your data in CSV or JSON format. Export buttons are available directly on each page:
| Data | Formats | Where |
|---|---|---|
| Leads | CSV, JSON | Dashboard |
| Sequences | CSV, JSON | Sequences page |
| Emails | CSV, JSON | Email log page |
| Analytics | CSV | Analytics page |
On the Starter plan, export buttons are visible but disabled. Upgrade to Pro to unlock exports.
Global search
The sidebar includes a search field that searches across your entire account:
- Leads — Search by company name in lead files
- Sequences — Search by company name in sequence files
- Emails — Search by recipient or subject in the email log
- Replies — Search by sender or subject in replies
Results are grouped by type. If a result points to a page that requires a higher plan, clicking it shows the upgrade page.
Settings
Configure your account at /app/settings:
- ICP — Edit your Ideal Customer Profile directly (industry, titles, location, exclusions, pitch)
- Sender info — Sender name and email used in outgoing emails
- Integrations — Resend API key, HubSpot token, Telegram chat ID, Slack bot token & channel ID
- SMTP — Host, port, user, and password for Gmail/SMTP sending
- Password — Change your dashboard login password
API keys and SMTP passwords are stored in a separate encrypted file with restricted permissions. They are never displayed in the portal — only a "Connected" badge is shown.
Feature availability by plan
| Feature | Starter | Pro | Scale |
|---|---|---|---|
| Dashboard & KPIs | ✅ | ✅ | ✅ |
| Leads (list + detail) | ✅ | ✅ | ✅ |
| Sequences (approve / reject) | ✅ | ✅ | ✅ |
| Replies (sentiment) | ✅ | ✅ | ✅ |
| Deliverability (health, warmup) | ✅ | ✅ | ✅ |
| Settings & integrations | ✅ | ✅ | ✅ |
| Billing & Stripe portal | ✅ | ✅ | ✅ |
| Global search | ✅ | ✅ | ✅ |
| Analytics (trends, funnel, ROI) | — | ✅ | ✅ |
| Email log (activity detail) | — | ✅ | ✅ |
| Email editing before send | — | ✅ | ✅ |
| CSV / JSON exports | — | ✅ | ✅ |
| Pipeline control (manual runs) | — | — | ✅ |
| Usage & costs dashboard | — | — | ✅ |
| Activity / audit log | — | — | ✅ |
| Multi-ICP (up to 3 segments) | — | — | ✅ |
| Global ICP filter | — | — | ✅ |
Session & security
- Session duration — 2 hours. A toast notification appears 10 minutes before expiry with an option to extend your session.
- CSRF protection — All form submissions are protected with CSRF tokens.
- Tenant isolation — Each account can only see its own data. Leads, sequences, and settings are fully isolated.
- Password requirements — Minimum 12 characters, hashed with bcrypt (12 rounds).