✓Client records that build from the shared databaseAn order placed in the print app appears instantly as order history, lifetime spend, analytics, and a follow-up candidate. Nothing to sync, nothing to import.
✓My Workspace, scoped per repEach rep opens to their own overdue items, what's due today, open deals, and suggested next moves.
✓Six-stage pipeline, board and listStage accent colors, animated stat count-ups, drag-and-drop between stages, and stale-lead aging that turns amber past 14 days and red past 30. An ownership pool lets any rep claim unowned leads, and the whole thing exports to CSV.
✓Spreadsheet lead importDrop in a spreadsheet, get automatic column mapping and a validation preview before anything is created.
✓Duplicate finder with one-click mergeCatches the same client entered twice and merges them cleanly.
✓The follow-up engineSix configurable rules: dormant VIP ($1K+ spend, quiet 60 days), dormant 90 days, quote pending 3 days, reorder window, post-completion check-in, and welcome for new high-value clients. Each ships with a pre-loaded template and live merge preview, a send-all button per rule, a global cooldown, and opt-out respect.
✓Per-rep tasksSimple task lists tied to clients and deals, so commitments survive the weekend.
✓Clients screen with a live scan accounts tabLifetime spend and filters for every client, plus live scan account management: ORI, billing, rolling fees, quick scan bumping, and monthly spreadsheet import with a matching preview.
✓Client profiles with real depthA 12-month scan grid, order history that deep-links into the print dashboard, and a full communications log with open tracking.
✓Calendar with Google syncTwo-way Google Calendar sync and a daily digest email so the day starts planned.
✓Template manager with merge fieldsEvery outbound email starts from a template you control, with merge fields for the client's real data.
✓Five analytics dashboardsClients and revenue, live scan, pipeline, print orders with year-over-year comparison, and outreach with open rates.
✓Admin thresholds pageTune every follow-up rule live, no code, no support ticket. Change the dormant window and it applies immediately.
