Recent Activity
Recent changes
New leads arrive here. Review and assign to a sales person before any contact is made.
📲 WhatsApp Morning Digest
Get a daily WhatsApp with today's urgent tasks + a peek at tomorrow, at a time you choose.
| ID | Company | Qty | Closed By | Type | Rep Earns | Manager Override | Company Pays | Received | Payable | Status |
|---|
Every AI call this tool makes is counted from the provider's own answer: tokens by kind, web searches, pages opened. Cost is those counts at list prices (shown at the bottom). Nothing here is estimated.
🎨 Screen
How the tool looks for you. Saved on your login, so it follows you between machines. The footer control is the same setting.
🔑 Password
Your sign-in password for this tool.
Use {variables} for personalisation. Click a template to expand and edit.
📸 Product Image Library
Shared across the whole team — the Sales Manager uploads approved product images (or adds URLs) here and everyone sees the same library on any login. Default images are hosted on the company site. When composing an email, download the image and drag it into your email client before sending. This avoids spam filters and ensures the customer sees the product.
📦 Stored files — show
🎬 Product Video Links
Videos are too large to attach, so we share links. Click 📋 Copy link and paste it into your email — the customer clicks to watch on our site. Use + Add Video URL to add your own links (YouTube, Vimeo, or a hosted .mp4).
🗑️ Deleted Opportunities
Every deleted opportunity is kept here so you can dig up an old case. Restore brings it back into the pipeline with its original id. Opportunity numbers are never reused — a deleted number stays retired.
Loading…
🗑️ Deleted Accounts
An account is one customer with many opportunities. Deleting an opportunity never touches its account; an account can only be deleted once it has no opportunities left, and it waits here until Restore.
Loading…
🗂 Document library
Files every rep can attach from the email composer: datasheets, brochures, terms, price lists as PDF. Each file is stored once. Sent quotes are in the Quote Library and offered on their own opportunity; product datasheets and images come from the product record.
Loading…
📚 Quote Library — legal archive
Every quote PDF actually emailed to a customer is stored here exactly as sent, with a SHA-256 fingerprint, send timestamp, recipient and — once accepted — the acceptance timestamp, IP and device. This is the binding record of what the customer agreed to. Independent of the sales pipeline.
Loading…
🏢 Accounts (Customers)
One record per customer company. Each account can hold multiple opportunities (deals) at different pipeline stages.
📄 Quote Builder
Build quotes linked to customer IDs. Discount impact on commission is calculated live.
📦 Product Catalog — standardised items for quotes
Add products here so sales reps can pick from a consistent list when building quotes. Each product can carry a warehouse product number, a photo, a datasheet and a description — all reused in quotes and on the Pricelist page.
💲 Product Pricelist & Catalogue
Every product with its photo, warehouse product number, price and datasheet. Hover a card to read the full description — a fast way to onboard new sales members. Use "Present to customer" for a clean, price-list handout.
How a price change reaches the reps
- Export catalogue — the products as they are, one row each, as a CSV.
- Edit in Numbers or Excel. Volume prices are three column groups: from quantity, discount % or price. Do not save as .numbers; use File → Export To → CSV, over the old file.
- Import CSV — the tool says what it will add and change, by product number, and which rows it refuses and why, before it writes. Nothing reaches the reps yet.
- Check the tiles, then Publish as new version. From then on quotes take their lines from that version; every quote records which version it came from; older versions are kept and can be read back, never edited.
Enrich the leads you already have
♻️ Contact Governance & Prospect Pool
Leads whose cooldown has expired return here. Prevents duplicate outreach and respects customer wishes. Each contact is tracked across all sales team members.
📂 AI Search Archive — past search results not yet added to pipeline
🔍 How this works
hideSearch for potential customers by industry and region. Claude AI + web search finds companies matching your target profile. You control the scope and cost of each search.
🎛 Scopes — tunings per market and product line
Each user chooses the scope their searches run on, beside the Search button; it stays chosen until changed. The scopes are the team's. Each save is a new version; any earlier version can be made current again. Sales Manager and administrators tune; reps search.
🎯 Search brief — what the finder is told about us
These lines go into every search and every Deep Search. They start from the build sheet; what you save here overrides it. One line each; lists separated by commas.
🗂 Found, not yet evaluated
📋 Search History
How it works
What are you looking for? a comma means "or", e.g. drone, battery storage
Where to look
Results your last list from each source stays here
📦 Passed Prospects
Evaluated but not pursued right now. Filter by reason or rep — pick up any time.
🗺️ Sales Map
Visualise your pipeline, prospects and won customers on a map. Plan field trips and optimise routing.
Manage your sales team members.
Manage login accounts for staff. Create accounts, reset passwords, block or remove access.
🚫 Unsubscribed addresses
Anyone here is refused automatically, whether the email is sent now or was already queued. Unsubscribes are honoured the moment they are clicked, which is what the Spam Act's five-working-day rule requires.
✉️ Email Configuration
Configure SMTP to send branded HTML emails directly from the CRM — with open & click tracking.
SMTP Provider
🎨 Email Header & Footer Theme
Choose how the branded header and footer of your outgoing emails look. The correct logo (white or dark) is selected automatically.
📊 Recent Email Log
📩 Monitored Mailboxes
IMAP polling — auto-detect customer replies and log them to leads.