Lead pipeline
Current distribution by status
SMART PROMO MEDIA
Where do you want to work?
Admin manages clients, finance and reports. Sales runs leads and the pipeline.
ADMIN
Admin Dashboard
Clients, recurring revenue and what needs your attention.
ADMIN
Clients & Logins
Turn won deals from Sales into clients and give each client a login to the client portal.
| Client | Portal logins | Won in Sales | Monthly | Overdue | Projects |
|---|
ADMIN
Reports
Work reports as PDF. Approve to publish them in the client portal; Edit or Cancel otherwise.
ADMIN
Invoices & Finance
What we invoiced and received, what we spent, and each partner's share of the profit.
LIVE BUSINESS OPERATIONS
Command Center
See where money goes, what it produces, what the team is delivering, and what needs your attention.
Lead sources
Where contacts originate
Recent leads
Latest contacts entering your pipeline
Live activity
Latest NEXUS events
ACQUISITION INTELLIGENCE
Marketing
Connect spend and campaign results to CRM outcomes without mixing ad attribution with actual sales.
Campaign performance
Spend, lead quality and CRM customer outcomes
| Period | Provider | Campaign | Spend | Leads | Qualified | CRM customers | Ad attributed revenue |
|---|
DELIVERY OPERATIONS
Projects
Turn won work into accountable delivery with owners, milestones, health and client visibility.
DEADLINES & MILESTONES
Timeline Board
A visual delivery plan so projects, milestones and deadlines stay aligned.
Start25%50%75%Due
CLIENT EXPERIENCE
Client Portal
Preview exactly what clients will use to track progress, milestones and approvals in one place.
Foundation release: the project and approval data model is live. External client authentication, messages and branded customer login are the next controlled phase.
RECURRING REVENUE
Retainer Tracker
Track recurring client value, invoice timing and overdue exposure.
| Client | Retainer | Amount | Cycle | Next invoice | Payment | Overdue | Status |
|---|
CONTACT MANAGEMENT
Leads
Search, qualify and move every opportunity forward.
⌕
CUSTOMER RELATIONSHIPS
Contacts
Qualified people and customers connected to your business.
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| Contact | Company | Lifecycle | Source | Country | Added | Actions |
|---|
ACCOUNT INTELLIGENCE
Companies
Organizations connected to your contacts and opportunities.
SALES PIPELINES
Opportunities
Run multiple sales processes with clear stages and ownership.
UNIFIED TIMELINE
Activities
Emails, calls, notes and meetings across the whole workspace.
MEETINGS & FOLLOW UPS
Calendar
Schedule calls, meetings and reminders without losing context.
CRM events
SALES COMMUNICATION
Email Center
Reusable templates, personalization and Gmail delivery from one place.
TEAM PRODUCTIVITY
Task Tracker
Assign work, see what is overdue, and keep delivery moving.
To do0
Due / overdue0
Done0
PRODUCT CATALOG
Products & services
Standardize pricing for setup fees, retainers and recurring services.
WIN CLIENTS FASTER
Proposal Builder
Create professional proposals and quotes, track status, and export branded PDFs.
| Proposal | Customer | Status | Valid until | Total |
|---|
PROCESS AUTOMATION
Workflow rules
Trigger actions automatically when lead conditions are met.
REVENUE INTELLIGENCE
Reports
Track acquisition, conversion and pipeline performance.
Lead acquisition
New leads by month
Sources
Acquisition channels
Lead status
Current funnel
Pipeline value
Value by opportunity stage
DATA QUALITY
Duplicate control
Detect repeated emails and domains before they damage reporting or outreach.
ADMINISTRATION
Settings
Manage your organization, users, security and developer integrations.