← Rubix Tools
Deal Capture
Push enquiries into Freshsales as new deals
Step 1 · What do you have?
Paste an email, drop a screenshot, upload a PDF
Paste text (email body, voicemail transcript, notes)
Attach screenshots, PDFs
Click to browse
or drag files here
PNG, JPG, PDF · multiple files OK
Extract with Claude
Clear
Step 2 · Review and edit
Contact
First name
Last name
Email
placeholder
Mobile
Contact Type
—
Agent
Homeowner
Developer
Commercial
Other
Company
Client address (street)
Client postcode
Deal
Deal name
Job Number
auto-suggested
Site Address
Site Postcode
Client Category
—
Homeowner
Developer
Commercial
Lead Grade
—
A
B
C
Lead Source
—
Refusal Scrape
Referral
Website Enquiry
Repeat Client
Other
LPA
— select —
Planning Designations
hold Cmd/Ctrl to multi-select
Green Belt
AONB
Conservation Area
Listed Building
National Park
SSSI
Tree Preservation Order
Article 4 Direction
Flood Zone 2
Flood Zone 3
None
Deal value (£)
Pipeline stage
New
Qualified
Quote Sent
Negotiation
Push to Freshsales
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