CRM Access

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Use your Supabase account credentials to open the CRM workspace.

CRM Demo Environment

Workflow Dashboard

Track new leads, discovery, proposals, builds, reviews, launches, and follow-up from one clean workspace.

Open Pipeline $0 Active project value
Active Projects 0 Across 0 active clients
Task Progress 0 / 0 Open vs completed tasks
Attention

Overdue tasks

Today

Tasks due today

Upcoming

Deadlines

Project Pipeline

Lead-Launch Workflow

Drag and drop to simulate workflow changes

New Lead $0
Discovery $0
Proposal $0
Build $0
Test / Launch $0
Active Projects

Project health indicators

Clients

Recently active clients

Projects

Project workspace

Project Client Status Value
Project Details

Select a project

Choose a project to view delivery details, client context, and tasks.

Tasks

Task command center

Task Project Status Due
Task Details

Select a task

Choose a task to view details, project context, and client information.

Clients

Client directory

Client Contact Status Projects
Client Details

Select a client

Choose a client to view profile details and associated projects.

Activity

Activity timeline

Active Projects 0 View projects
Past Due 0 View past due items
Pipeline Value $0 View pipeline projects
Completed Revenue $0 View completed projects
Priorities

Tasks by priority

Details

Report details

Select a report metric, priority, pipeline stage, or activity item to view details.
Pipeline

Project pipeline by stage

Tasks

Task pipeline by status

Activity

Recent summary

Settings

Workspace settings

User preferences, workspace defaults, and CRM configuration will be managed here.

Next

Planned sections

Profile Notifications Workflow defaults