Dealer overview
Follow-ups needing attention
Recent interactions
Quick start
Daily sales action dashboard
Today’s dealer call list, overdue follow-ups and route visits
Only open tasks are shown. Tasks due today and overdue are listed individually; urgent prospects appear once in the priority call list. Priority overrides are respected. A visit means a follow-up whose title or notes mention “visit”, “meet”, “stop by”, or “route”.
Overdue follow-ups
Today's scheduled visits
Today's other follow-ups
Top-priority dealers to contact
Coming up · next 7 days
Dealer sales pipeline
Move dealers from first contact to opening order, without losing previous notes.
Use each dealer card's dropdown to advance a deal. Open a card to see details, log interactions or schedule follow-ups. Existing prospects start in Prospect; existing active accounts start in Active dealer.
Automatic sales priorities
Your daily call and visit list, automatically ranked from pipeline stage, follow-up urgency, last contact, and deal size.
How scores work
Pipeline stage: up to 40 points for opportunities nearing an opening order. Follow-up due: up to 30 points for overdue, due-today and upcoming actions. Contact freshness: up to 20 points for dealers overdue for outreach. Opening order estimate: up to 10 points for the value you entered. Automatic levels: High = 65+, Medium = 40–64, Low = below 40. Manual overrides supersede the displayed level and sorting, but do not change the computed score. Inactive/lost dealers are excluded. Active dealers are excluded by default and, when included, ranked for relationship outreach instead. Missing opening-order estimates contribute no value points. A score is recalculated when you view the page; it doesn't send external notifications.
Customers & dealers
Your shop directory and sales relationships
Interaction log
A complete history of every customer conversation
Follow-ups
Never miss a call back, order check-in, or next route visit
Data & backup
Own your records and keep a second copy
Export your CRM
Download a complete JSON backup that preserves customers, all interactions, and follow-ups. Back up regularly, especially before changing computers or clearing browser data.
Import records
Import an earlier CRM JSON backup or a list of customers from CSV (column names: shop, contact, phone, email, address, city, state, status, territory, route, notes). Backups replace your current data. Customer CSV imports add records and skip matching shop names.
Storage & privacy
This version stores data in your password-protected Supabase account, with database access restricted to the signed-in user. Keep periodic JSON backups anyway. This version is designed for one owner account, not simultaneous staff editing.