Dashboard

Total Customers

0

Total Orders

0

Pending Orders

0

$

Total Revenue

$0.00

Active Deals

0

New Leads

0

Retention Rate

0%

Satisfaction Score

0/5

Sales Pipeline

My Tasks

A summary of your upcoming tasks will be shown here.

Lead Management

Customer Activity Timeline

Marketing Insights

Customer Support

Customer Segments

Revenue Analytics

Team Performance

Customer Map

CRM Health Score

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Health Score
Calculating...
Health Metrics Breakdown
Quick Insights:
Analyzing CRM health...

Orders by Status

Order Statistics
Quick Insights:
to
Total Orders: 0

Revenue by Customer

Revenue Analytics
Key Insights:
?? Top Performers
Total Revenue: $0 | Customers: 0

Customers

All Customers

Import Export Segments Insights Help Support
Name Email Phone Actions

Orders

All Orders

Customer Description Amount Status Actions

Deals Pipeline

Sales Pipeline

Tasks & Calendar

My Tasks
February 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat

Analytics & Reports

Total Deals
0
Total Revenue
$0
Won
0
Lost
0
Sales / Revenue (monthly)
Deals by Stage
Owner Leaderboard
Conversion Funnel
Deals Table
Title Owner Stage Amount Close Date

Calls

Call History

Click a row to edit
Customer Date Duration Notes Recording Actions

SMS Reminders

Schedule a New Reminder

Scheduled & Sent Reminders

Click actions to Edit / Send / Delete
Customer Order Scheduled For Status Actions

Email Marketing

Create a New Email Campaign

Sent Email Campaigns

Click a row to view
Subject Sent At Recipients Status Actions

Outlook Hub

Connect a free Outlook.com or Hotmail account, sync inbox and meetings, and attach communication to customers and deals.

Connection Flow
No active Outlook connection steps.
Connection
Checking�
Microsoft account
Mailbox
�
Connected Outlook address
Emails Logged
0
Waiting for first sync
Calendar Events
0
Waiting for first sync

Sync Controls

Offline

Use delegated Microsoft Graph access to pull recent inbox activity and upcoming meetings into the CRM timeline.

Send Email From CRM

Messages are saved locally after send and linked to the selected customer/deal when provided.

Create Calendar Event

Use ISO-style local date/time values. The module applies the selected time zone.

Recent CRM-Synced Emails

Waiting for data
No Outlook emails loaded
Connect an Outlook account, run a sync, or send an email from this panel.

Upcoming Outlook Events

Waiting for data
No Outlook events loaded
Create a calendar event here or sync recent meetings from your Outlook.com calendar.

Gmail Hub

Connect Gmail with OAuth, sync inbox and sent conversations into CRM threads, and send or reply without leaving the record flow.

Gmail Connection Controls

Use these controls before clicking Connect Gmail. Pick the callback host Google has authorized and optionally hint the Gmail account you want Google to prefer.

Visible at all times in Gmail Hub
Choose the host that is authorized in Google Cloud Console, then retry Connect Gmail.
This is passed to Google as a login hint so the sign-in flow prefers your Gmail account instead of the current default Google session.
Restart the Django server after updating the environment.
Connection Flow
No active Gmail connection steps.
Connection
Checking�
Google account
Mailbox
�
Connected Gmail address
Threads Logged
0
Waiting for first sync
Messages Logged
0
Incremental sync after first pull

Sync Controls

Offline

The first sync imports recent inbox and sent threads. After that, Gmail history-based incremental sync keeps the CRM current.

Compose or Reply From CRM

Use the reply action from a synced message to preserve the Gmail thread relationship automatically.
Replying to a synced Gmail conversation

Recent Gmail Threads

Waiting for data
No Gmail threads loaded
Connect Gmail and run your first sync to populate the CRM conversation view.

Recent Gmail Messages

Waiting for data
No Gmail messages loaded
Connect Gmail, sync, or send your first CRM email from this panel.

Social Media Integrator

Social account connections and integrations now live in the Marketing module.

Moved to Marketing

Open Marketing and use Social Media Integrator to connect accounts, manage integrations, and continue social publishing from the dedicated marketing workflow.

Open Social Media Integrator

Smart Phone

Track incoming calls, convert demand into jobs, send quotes, and keep customer threads in one place.

Powered by Twilio
�
Total Calls
�
Missed Calls
�
Jobs Created
�
Quotes Sent
�
Revenue (�)
�
Conversion %
Assistant Activity
Monitor automated booking conversations and see which callers are waiting on the next step.
Loading assistant activity
Recent SMS and WhatsApp booking sessions will appear here with their current step.
Your Virtual Numbers
Number Name Forwards To Plan Calls Missed Jobs Revenue SMS Auto WA Auto Booking Bot Status Actions
Loading virtual numbers
Checking provisioned lines, forwarding rules, and automation settings.
Automation Control Center
Configure missed-call SMS, WhatsApp follow-up, and the real-time appointment assistant without opening the edit modal.
Choose a number to manage its missed-call automation journey.
Suggested use case
Use this on your boiler inspection line to capture service type, postcode, preferred date, and time in real time, then create the CRM job automatically.
Test / Sandbox Numbers:
  • +441174960001 � Sample UK virtual number (Bristol)
  • +15005550006 � Twilio magic test number (valid, sandbox)
  • +14155238886 � Twilio WhatsApp sandbox sender
  • SMS replies to +441174960001 trigger the full automation flow

Set real credentials in backend/.env: TWILIO_ACCOUNT_SID, TWILIO_AUTH_TOKEN, TWILIO_PHONE_NUMBER

Missed Call Log
Caller Time Virtual # Status Auto SMS Recording Customer Actions
Loading missed calls
Pulling missed calls, recordings, and auto-SMS activity into the workspace.
Job Requests
Job Customer Status Date Value (�) WhatsApp Actions
Loading job requests
Collecting converted leads, scheduled work, and WhatsApp confirmations.
Quotes
Quote # Customer Total (�) Status Sent Via Date Actions
Loading quotes
Checking draft, sent, and accepted quotes linked to Smart Phone jobs.
Conversations
Full Inbox
Customer Threads
Recent inbound and outbound WhatsApp activity.
Loading conversations
Fetching customer threads and unread message counts.
Select a conversation
Choose a customer thread to review messages and send a reply.
No thread selected
Conversation preview
Open a WhatsApp conversation to view the thread, media, delivery state, and reply history.
Select a customer conversation before sending a WhatsApp message.
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CRM Settings

Manage integrations, routing shortcuts, team workspace controls, and admin access from one CRM control center.

Connected Hubs

2+

Workspace Controls

Enabled

Automation Ready

Yes

Admin Access

Role Based

Integration Health

Check live connection state and refresh CRM integration summaries without leaving settings.

Gmail Hub Checking�
Account
Checking�
Threads: 0
Sync Status: idle
Last Sync: Not synced yet
Open Gmail Hub
Outlook Hub Checking�
Account
Checking�
Emails: 0
Calendar: Waiting for first sync
Last Sync: Not synced yet
Open Outlook Hub
Smart Phone Checking�
Provisioned Lines: 0
Calls: �
Jobs: �
Conversion: �
Revenue: �
Open Smart Phone

Persistent Preferences

This preference is saved and reused whenever CRM loads inside the ERP shell iframe.
Keep teams on the same workspace after refresh instead of always returning to Dashboard.
Pull current Gmail and Smart Phone status when the settings page becomes active, while Outlook Hub remains one click away.
Saved preference summary

Reading current CRM preferences�

Workflow Toggles

These switches change how CRM routes work and how teams move across connected modules.

Old CRM social routes and shortcuts will hand off to Marketing�s Social Media Integrator when enabled.
Admin shortcut
Administrative options remain role-gated and are still enforced by existing permission checks.
Open User Management
Note: CRM Settings centralizes access and visibility, but it does not bypass any backend permission rules.

Automation Shortcuts

Call Automation
Manage missed-call follow-ups, WhatsApp handling, and number-level automation.
Review Smart Phone
Outlook Workspace
Reconnect Outlook access, sync communication history, and manage calendar events.
Review Outlook Hub
Email Sync
Monitor Gmail mailbox connectivity and keep customer email history synchronized.
Review Gmail Hub

Module Routing Map

CRM owns
Customers, deals, tasks, reports, Outlook, Gmail, telephony, and operational communication flows.
Marketing owns
Social account integrations, publishing scheduler, and cross-platform social execution.
Best-practice handoff
Capture customer conversations in CRM, then switch to Marketing when the workflow becomes campaign or social-distribution focused.

User Management

All Users

Email Roles Actions

Agentic Leads

Leads imported from the Customer Acquisition Engine. Reach out automatically via Email, SMS, or WhatsApp and book appointments that sync to your calendar.

Total Leads
�
Pending Outreach
�
Appointments Booked
�
Replied
�

Acquisition Leads

Business Email Phone Score Status Appointment Actions

Upcoming Appointments

Business Date & Time Notes Channels Actions