Clients
โ
New leads: โ
Open pipeline
โ
Expected: โDeals: โ
Open tasks
โ
Overdue: โDue soon: โ
Won deals
โ
Total: โ
๐ฏ My targets
All targets โPipeline by stage
Tasks by status
Overdue tasks
Recent clients
โจ Hottest leads
โ ๏ธ Deals that need attention
Automations are not included in this organization's plan. Upgrade to Pro to activate them.
Automations
New automation
1When
2Only if
No conditions: the automation runs every time the trigger fires.
3Then
Use
{{name}}, {{title}}, {{company}}, {{stage}}, {{amount}} in texts to insert record fields.Run log
| Time | Automation | Trigger | Record | Status | Detail |
|---|
Pipelines
Drag the order with the arrows. Probability is used for the expected amount. Renaming a stage keeps its deals. Deals of a removed stage move to the first open stage.
StageColorProbability %TypeDeals
Sent
โ
Queued: โFailed: โ
Opened
โ
Open rate: โ
Clicked
โ
Click rate: โ
Received
โ
Replies matched to clients
| Subject | Client | To / From | Status | Opens | Clicks | Date |
|---|
Today
Sync to my calendar
Subscribe in Google Calendar, Outlook or Apple Calendar with this private link (meetings + your open tasks).
Booking links
Open quotes
โ
โ awaiting answer
Accepted
โ
โ quotes
Win rate
โ
Accepted out of answered
Drafts
โ
Not sent yet
| Number | Title | Client | Status | Total | Valid until | Owner |
|---|
Outstanding
โ
Issued, not paid yet
Overdue
โ
Past the due date
Collected this month
โ
Payments recorded
Drafts
โ
Not issued yet
Tax invoices and receipts are issued through a registered invoicing provider (Green Invoice / iCount). Until one is connected the CRM issues proforma documents (ืืฉืืื ืขืกืงื), which are not tax invoices.
| Number | Type | Title | Client | Status | Total | Paid | Due |
|---|
| Product | SKU | Category | Price | Billing | VAT | Status |
|---|
Calls today
โ
In: โOut: โ
Missed today
โ
A call-back task is created
Talk time today
โ
Answered calls
Calls appear here once your PBX sends call events to the CRM API. An admin connects it in Integrations โ Telephony.
| Client | Number | Agent | Status | Duration | Time |
|---|
API keys
Base URL:
| Name | Key | Permissions | Last used | Requests | Status |
|---|
Possible duplicates
Filters
| Client | Company | Source | Lead Score | Owner | Open Tasks | Status |
|---|
Organizations
โ
Active: โSuspended: โ
Users
โ
Across all organizations
Clients
โ
Open deals: โPipeline: โ
Plans
โ
Organizations
| Organization | Plan | Users | Clients | Open deals | Open tasks | Last login | Status |
|---|
Entering an organization as support is recorded in that organization's audit log.
