Lead Pipeline
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Total Leads
—
in pipeline
Hot Leads
—
🔥 Act now
Due Today
—
follow-ups
Closed
—
deals won
Calls Today
—
logged
| Priority | Name ↕ | Phone | Status ↕ | Source | Next Call ↕ | Calls ↕ | Actions | |
|---|---|---|---|---|---|---|---|---|
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Today's Call List
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| Priority | Lead Name | Phone | Status | Reason | Calls Made | Action |
|---|---|---|---|---|---|---|
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Follow-Ups
All scheduled and overdue follow-up tickets
| Scheduled | Lead Name | Phone | Lead Status | Reason | Ticket Status | Actions |
|---|---|---|---|---|---|---|
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Add Leads
Reports
Activity summary
Total Calls
—
in period
Avg Duration
—
per call
Deals Closed
—
in period
Hot Leads Created
—
from calls
Calls by Outcome
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Calls by Caller
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Call Log Detail
| Date & Time | Lead Name | Phone | Caller | Outcome | Duration | Notes |
|---|---|---|---|---|---|---|
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Settings
🔗 Supabase Connection
Your database credentials. Get these from supabase.com → your project → Settings → API.
👤 Your Profile
Your display name shown in the top bar.
🔑 Login Password
Change the password required to open this CRM. After saving, you'll need to log in again with the new password.
🤖 n8n Webhook
After activating Workflow 02 in n8n, paste the webhook URL here. It auto-schedules follow-ups every time you log a call.
📦 Lead Sources
Manage where your leads come from. These appear in the Source dropdown when adding leads.