Good to see you 👋
0Today
0Calls logged
0Leads added
0Tasks done
0Brochures sent
Today & overdue follow-ups
Leads by source
Leads
Pipeline
Tap a stage to see those leads
Tasks & follow-ups
Everything you've scheduled, across all leads
Reports
Your performance overview
Today
This week
This month
All time
Custom range
Conversion funnel
Calls by outcome
By team member
Project leads
Import leads from Excel/CSV
Columns recognized: name, phone, email, source
Drag a .csv file here, or
Export your Excel sheet as CSV first (File → Save As → CSV). First row should be headers.
Preview ( rows found)
Settings
Brochure link used when sending via WhatsApp/Email
Host your PDF on Google Drive, Netlify, or your website and paste the link here.
About tracking: automatic WhatsApp/email open-tracking needs a backend server — not possible in a static page. Use "mark as viewed" once the customer confirms.
Reminders
This shows a pop-up on your phone/laptop when a follow-up is due, but only while this page is open in your browser — it can't wake up your phone if the browser or tab is fully closed. WhatsApp/email digests need you to tap the buttons on the Tasks page since there's no backend server sending them automatically.
Lead statuses
Deleting a status won't change leads already using it — they'll just show a plain tag.
Call dispositions
Team & permissions
You still need to create their login separately in the Firebase console (Authentication → Users → Add user) with the same email. Once they log in here with that email, they'll automatically get the role you set above.