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All Stages
New Leads AI
New Leads Manual
Hot Leads
Fix Leads
Contacted
Engaged
Meeting Scheduled
Proposal Sent
Closed Won
Closed Lost
All Categories
All Reps
Brandon Krieger
Steven Marchione
Unassigned
All Scores
High (7–10)
Mid (4–6)
Low (1–3)
⬛ Kanban
☰ Table
📊 Reports
A → Z
⚠ Risk First
✓ Healthy First
🆕 New Leads
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✕
Company
Company Name *
Category / Industry
Select…
MSP
MSSP
MSP/MSSP
Law Firm
Insurance Carrier
Insurance Provider
Healthcare
Financial Services
Other
Website
Location
Company Size
Unknown
1-10
11-50
51-200
201-500
500+
Has vCISO?
No ✅ (Qualified)
Yes ⚠️ (Disqualified)
Description / Notes
Contact
First Name
Last Name
Title
Email
Phone
LinkedIn URL
Pipeline
Source
Web Search
LinkedIn
MSP Directory
Uploaded List
Other
Lead Score (1–10)
5 — Medium
6
7
8 — High
9
10 — Perfect fit
4
3
2
1 — Low
Assign To
— Unassigned —
Brandon Krieger (CEO / vCISO)
Steven Marchione (BISO)
Next Action
Cancel
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Client
Client Name *
Industry *
Select…
Healthcare
Financial Services
Legal
Manufacturing
Insurance
Technology / SaaS
Government
Education
Energy
Retail
Real Estate
Professional Services
MSP / MSSP
Other
Status
Active
Churned
Contract
Contract Start Date *
Contract Term (months)
Annual Contract Value ($)
Churn Date
Notes
🗑 Delete
Cancel
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