Good things happen when you follow up.
Everything happening in your pipeline, all in one place.
Daily planner
Coming up in the next 7 days
Annual goal dashboard
Use manually entered annual actuals for historical comparisons, or switch on the closed-deals calculation below. Only records marked Closed Won with an actual closing date count toward achieved goals. Under Contract appears separately as projected, not achieved. Avoid entering the same transaction twice.
Commission milestone forecast
Closed GCI vs. expected closingsTeal is achieved GCI, purple is under-contract GCI expected to close in the selected year. Expected dates are estimates, not guarantees. A milestone date is projected only from deals with an expected closing date.
Split & award milestones
Examples: $100,000 GCI split threshold, $5 million sales award, $200,000 commission goal. These are your labels and thresholds, not assumed brokerage rules.
Compare with previous years
Bars compare saved annual actuals. Select years above to enter older figures; the chart updates automatically.
Needs your attention
Pipeline snapshot
Deal pipeline
Contacts & opportunities
Follow-up queue
Cloud-ready direction
Cloud sync test: saves use a server-side version check to prevent older devices from silently overwriting newer data. Updates are checked periodically and when you return to the tab. If a conflict occurs, export a JSON backup before reloading. Individual-record synchronization is a future upgrade.
Gmail + HubSpot email
Open a client record and choose Compose in Gmail to start an email in your Gmail account, including additional people. Sent messages and replies remain in Gmail. Use the HubSpot extension inside Gmail for email-open tracking. This CRM does not have Gmail authorization, two-way synchronization, or automatic email history.
Keep your information safe
Cloud test: data is synchronized with your private Supabase record while online. Save regular JSON backups. Changes are not saved if a sync error is reported. Do not use for real client records until security and recovery tests pass.
Export a JSON backup regularly. CSV is useful for Excel or Sheets but does not preserve the full restore format. Restoring replaces the data currently on this device.
Suggested daily routine
Open Follow-ups each morning, contact anyone overdue or due today, then update their last-contact date and schedule your next conversation. Use Deal pipeline to see what might close next.
Stages: New Lead → Contacted → Appointment → Active Client → Offer / Negotiation → Under Contract → Closed Won, with Nurture and Closed Lost for other outcomes.