Settings
Settings
The Apps Script URL is all you need here. All API keys live on the server — never in the browser.
0
Total leads
0
New
0
Contacted
0
Interested
0
Closed Won
Local storage
—
Google Sheets is the primary source. The browser is a local cache (~5 MB).
Apps Script connection
Enter the URL of your deployed Apps Script. It securely holds all API keys.
Security: Places API, Twilio, and Drive keys are set directly in the Apps Script as constants — they never reach the browser.
Call script
This script appears in the call widget while the agent is talking. Admin can update it at any time.
Your CRM Secret (for the Apps Script)
—
Copy this value and paste it as
CRM_SECRET in the Apps Script.Change admin PIN
Rotate the admin PIN without editing the code. It's stored only in this browser.
Team PIN security
Set up Apps Script (5 steps)
1
Go to script.google.com → New project
2
Paste the code from
apps-script/Code.gs. Fill in the constants (API keys, Twilio, Drive, Spreadsheet ID)3
Deploy → New deployment → Web app → Execute as: Me → Who has access: Anyone → Deploy → Authorize
4
Copy the web app URL and paste it above
5
Click "Test connection" to verify
Automatic weekly report
Enable the trigger in Apps Script (Triggers → sendWeeklyReport → Time-based → Monday 8am) and get a weekly summary by email.
Inbound webhook
Receive leads automatically from Facebook/Google Ads, your website, Zapier, Make, or n8n. No extra setup — your GAS URL is already the endpoint.
Expected JSON format:
POST {GAS_URL}?action=inbound
Content-Type: application/json
{
"_secret": "your-crm-secret",
"name": "John Smith",
"phone": "+13055550100",
"source": "Facebook Ads",
"sourceDetail": "Miami Restaurants April Campaign",
"city": "Miami",
"address": "123 Brickell Ave",
"email": "john@email.com"
}
Facebook / Google Ads
Meta Ads Manager → CRM Integrations → Webhook URL → paste the URL → map fields
Website / Form
A
fetch() in the form's submit handler. A 10-minute task for your developer.Zapier / Make / n8n
"HTTP Request" module → POST to the URL → map fields. Connect to any source with no code.
Tool
Lead scraper
The scraper runs on the server — the API key never touches the browser. Select city, neighborhood, and business type.
Scraped leads are added directly to the CRM and Google Sheets — no intermediate steps.
Scrape history
No scrapes yet.
Import
Import leads from CSV
Upload a CSV from any source — Google Maps, LinkedIn export, a database, etc. Duplicates (same phone) are skipped automatically.
Click or drag your CSV file here
name, phone, address, website, rating, reviews — or any available column
Priority
Reply now
Leads who already replied and are waiting for a person to respond. Handle them first: replying fast is what raises conversion the most.
No one is waiting for a reply right now.
CRM
Lead database
All your contacts. Click any row for details, notes, and to call.
| P | Name | Phone | City | Neighborhood | Source | Follow-up | Lock | Rating | Status | Last contact | Updated |
|---|
0 leads
Pipeline
Kanban view
Leads by status. Click any card to update.
History
Call log
Every call with recordings, notes, and consent confirmation. The recording stays in your Google Drive.
0
Total calls
0
Answered
0
Today
0:00
Avg. duration
Personal
My Profile
Your personal stats, commissions, and pending follow-ups.
0
My leads
0
Closed
$0
Paid
$0
Pending
0%
Close rate
$0
Total earned
Pending follow-ups
No overdue follow-ups.
Conversion funnel
No funnel data yet. Work a few leads (contact them, mark them interested, close) and you'll see your conversion by stage here.
My calls
0
Total calls
0
Answered
0%
Answer rate
0:00
Avg. duration
My commissions
No commissions recorded yet.
Administration
Admin Panel
Team, commission, and audit management. Accessible to administrators only.
Team
No team members yet.
Team performance
Loading...
Commissions
No commissions recorded.
Audit log
Last 100 actions
No audit entries.
Locked leads (active claims)
No leads currently claimed.
Do Not Call registry (DNC)
No leads marked as Do Not Call.
Scheduled scrapes
No scheduled jobs.
Outreach sequences
The cadence engine runs automatically in the CRM backend. It enrolls new leads and sends the sequence while respecting opt-out, schedule, and daily cap. Here you control the engine and can pause, resume, or remove a lead.
No leads in a sequence.
SMS / WhatsApp templates
Use
{name}, {company}, {followup} as variables.No SMS templates.
Weekly report
Enable automatic weekly report delivery every Monday at 8am. Set the recipient email on the Settings page.
Call scripts
Scripts appear in the call widget. Organize by stage: Opening, Pitch, Objections, Close, Quick responses.
No scripts configured.
Analytics
Business intelligence
KPIs, conversion funnel, team performance, and lead sources.
Closed deals (month)
—
Revenue (month)
—
Commissions paid
—
Close rate
—
Conversion funnel
ROI by source
| Source | Leads | Closed | Rate | Revenue |
|---|
Team leaderboard
| # | Name | Role | Deals | Revenue | Calls |
|---|
Call performance
Export
Export leads
Download a filtered CSV. Includes source, neighborhood, status, and follow-up date.
Filters
Export other tables
Download commissions or calls as CSV for external analysis.