OVERVIEW

Dashboard

S
TURNING CLICKS INTO CUSTOMERS

Good to see you.

Here is your lead activity and follow-up overview.

PERFORMANCE

Pipeline overview

FOLLOW-UPS

Tasks due soon

RECENT ACTIVITY

Latest leads

LeadSourceStageValueFollow-upAction
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DATABASE

All leads

LeadContactCompanySourceStageValueNext follow-upActions
KANBAN PIPELINE

Move leads through each sales stage

Drag a lead card to update its stage instantly.

TASK MANAGEMENT

Follow-ups and reminders

Keep every lead conversation moving.

Demo inbox

WhatsApp CRM Inbox

This prototype includes the interface and quick WhatsApp actions. Live two-way messaging requires the official WhatsApp Business Platform and a secure Cloudflare Worker webhook.

SOURCE QUALITY

Leads by source

CONVERSION

Stage performance

Export-ready CRM data

Use the Leads page to export your current records as CSV. PDF reports, scheduled emails and connected advertising data can be added after the backend is live.

WORKSPACE

Business settings

WHATSAPP API

Future live connection

  1. 1
    Create a Meta Business portfolioComplete business verification when required.
  2. 2
    Set up WhatsApp Business PlatformAdd a dedicated number and approved display name.
  3. 3
    Create Cloudflare Worker webhookReceive messages securely and store them in D1.
  4. 4
    Connect subscriptions and user accessActivate CRM plans only after verified payment.
DEMO DATA

Reset prototype

Reset all browser-stored leads, tasks and settings back to the original demo data.