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Nonprofit Scout

Local nonprofits from public IRS Form 990 filings. A filing shows ability to pay, not a need: add one as a research lead, or attach its numbers to a contact you already have. Nothing here sends anything.

Re-pull from IRS + ProPublica. Takes a minute or two. Rewrites the batch and its snapshot pages; notes already written for an organization are kept.

Businesses (Biz Scout)

Local businesses for the $297 website calls. Add one to the research queue; your Mac researches it when you say “run biz scout” in Claude, and the results land here with every source. Add a researched business to the CRM, then give it to a caller from the contact’s Caller box.

Due & overdue follow-ups

Recent activity

NameBusinessStageValueFollow-upEmailPhone
The rest of GHL — deliberately not built (yet).
Each card says what the feature would do and what covers it today. Want one? Hit Copy ask and paste it into any Claude session.

Add Lead

Pull IRS Form 990 numbers

Searches ProPublica Nonprofit Explorer (public IRS filings). Pick the right organization; the numbers attach to this contact. Nothing is sent.

Team: who can sign in

Only people on this list can get in, and only with Google sign-in plus a code from their authenticator app. A caller sees only the leads you give them. Sponsors, KiS members, clients and family can never be given to a caller.

Invite someone