Private owner buildCRM, prospecting, outreach, inbox, appointments, service pricing, owner-approved quotes, accepted-quote jobs, and owner-approved invoices use the live API. Automated external actions run only through owner-configured workflow modes.

Dashboard

Saturday, August 29

Good morning, Frank

Here is what needs your attention across the business.

Companies…Live CRM records

Contacts…Live CRM records

Open opportunities…Live pipeline records

Active services…Live service catalog

AppointmentsOperationalGoogle Calendar backed

QuotesOperationalCatalog-controlled pricing

PaymentsConfigured by Stripe modeLive readiness checked

WorkflowsOperationalApproval-gated automation

Campaign performance

1007550250

Sample outreach Sample replies Demonstration data

Sample appointment layout

10:30 AM

Discovery callHarbor & Pine Roofing

Confirmed

1:00 PM

Website reviewBlue Current HVAC

Confirmed

3:30 PM

Automation assessmentNorthstar Plumbing

Pending

Pipeline overview

Qualified

Preview ready

Contacted

Interested

Proposal sent

Recent CRM activity

No activity recorded yet