Contacts
0 contacts
| Name | Company | Status | Agent | Last Contact | Actions |
|---|
Drag & drop files here or
Companies
0 companies
| Company | Industry | Type | Phone | Contacts | Deals | Value |
|---|
Drag & drop files here or
Sales Pipeline
Drag deals between stages
Lead
0 $0Qualified
0 $0Proposal
0 $0Negotiation
0 $0Closed Won
0 $0Closed Lost
0 $0Email Tracking
Track all sent, received, and replied emails
Sent
All outgoing emails sent by your team
Email Templates
Save and reuse branded email templates for your team
Products
0 products in catalog
Quotes & Orders
Create quotes and manage orders
| Quote # | Contact | Company | Items | Total | Status | Valid Until | Actions |
|---|
| Invoice # | Contact | Company | Items | Total | Status | Date | Actions |
|---|
| Order # | Contact | Company | Items | Total | Fulfillment | Payment | Date | Actions |
|---|
Line Items
| Product | Description | Qty | MSRP | Discount | Total |
|---|
Campaigns
Multi-channel marketing campaigns — Email, SMS & Social
Social Media
Manage accounts, create content & schedule posts
Analytics
Deep performance insights across all channels
Revenue Trend
Pipeline Summary
Lead Sources
Top Performers
Activity Heatmap
Contact Growth
Status Breakdown
Contact Sources
Top Companies
Recently Active
Monthly Revenue
Deal Funnel
Revenue by Source
Avg Deal Cycle
Top Deals
Email Volume
SMS Stats
Email Tracking
Response Rates
Send History
Engagement Timeline
Most Engaged
Inactive Contacts
Click Analysis
Task Completion
Tasks & Reminders
Stay on top of your to-dos
Documents
All uploaded files and documents
Drag & drop files here or
Team Activity
Monitor your team's email outreach and engagement
Recent Team Emails
My Profile
Manage your account and documents
Personal Information
Agent ID Card
Present this ID when meeting leads and customers in the field.
Change Password
Documents & Agreements
Sign required documents to complete your onboarding.
Scan Business Card
Capture a business card to add a new contact
Settings
Configure your CRM
Profile
Deal Stages
Data Management
Email Settings
Quote Settings
Quote & Invoice Template
These details appear on all quotes and invoices sent to customers.
Bank / Payment Details
Shipping Details
Template Style
Online Payments (Heartland / Global Payments)
Connect your Heartland merchant account to let customers pay invoices online. Get credentials from developer.globalpay.com
Team Management
Add agents to your CRM. Each agent can be assigned contacts and companies. Admins can see all data.
Default Visibility
Controls what non-admin agents see by default when they log in.
OpenClaw Sync
Sync your CRM data with the API server so OpenClaw can access contacts, templates, quotes, and send emails on your behalf.
Server: node crm/crm-server.mjs