Good morning 👋
Here's your sales overview for today
Pipeline Value
$0
Active opportunities
Total Leads
0
Conversion Rate
0%
Won vs total
Avg Deal Value
$0
Won deals
Recent Activity
Pipeline by Stage
Sales Pipeline
Click a deal to open it, advance stages, log activity
Leads & Contacts
All enquiries and customer records
| Name | Type | Contact | Interest | Value | Status | Score | Owner | Last Contact | Actions |
|---|
Tasks
Follow-ups, calls, and to-dos
Calendar
Tasks and follow-ups by date
Quotes
Create, send, and track quotes
| Quote # | Customer | Title | Total | Status | Created | Actions |
|---|
Invoices
Track invoicing and payments
| Invoice # | Customer | Total | Paid | Due | Status | Due Date | Actions |
|---|
Proposals
Branded proposals for bigger opportunities
| Proposal # | Customer | Title | Status | Created | Actions |
|---|
Products & Pricing
Your catalogue for fast, consistent quoting
| Name | Category | Unit | Price | Margin | Actions |
|---|
Reports & Analytics
Business performance overview
Pipeline by Stage
Residential vs Commercial
Pipeline Value by Stage
Won vs Lost
Recent Activity (All Leads)
Team & Roles
Manage user accounts and permissions
| Name | Role | Business Access | Status | Last Login | Actions |
|---|
Audit Log
System-wide activity trail for security and compliance
| Time | User | Business | Action | Detail |
|---|
Settings
Your account preferences
My Account
Business Details
These appear on quotes, invoices and proposals.
Email & SMS Sending Status
Checking email status...
To enable real email sending, add SENDGRID_API_KEY, SENDGRID_FROM_EMAIL
and SENDGRID_FROM_NAME to your Railway Variables, then redeploy.