Command center

Dashboard

Your live territory at a glance. Every lead on the map, color-coded by stage.

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Total leads

0

New

0

Contacted

0

Interested

0

Closed Won

All territory

0 leads plotted

Settings

The Apps Script URL is all you need here. All API keys live on the server, never in the browser.

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.

Apps Script Web App URL

Not connected

Security: Places API, Twilio, and Drive keys are set directly in the Apps Script as constants, so 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 name (shown in the app + signs your emails & texts)

Company name (replaces [your company])

Booking link (Cal.com / Calendly), the {booking} token

Opening script (consent + intro)

Selling points / Main pitch

Common objections and responses

Closing script

Your CRM Secret (for the Apps Script)

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Copy this value and paste it as CRM_SECRET in the Apps Script (Script properties), then redeploy.

On a second device (phone)? Paste the secret from your main device here so this one can sync too.

Team PIN security

Don't store PINs in plain text. Disables the "reveal PIN" button and deletes locally stored PINs. Recommended. If a PIN is lost, the admin resets it.

Calling

Require a consent-confirmation click before each call. Off by default, so calls dial immediately and a "recording" reminder stays on screen so you announce it verbally (which is what two-party-consent law actually requires). Turn on for an explicit extra click.

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

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, so the API key never touches the browser. Select city, neighborhood, and business type.

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— · 0 leads in view

Country

City

Neighborhood / Area

Scrape an entire state

Pick a state + industry and the scraper grid-sweeps the whole state automatically, up to your daily cap, crawling each business's website for an email, until every match is found or you pause it.

State

Industry

Business type

Tile radius

Leads per day (cap)

Automatic

Scheduled scrapes

Add jobs once and the scraper runs them automatically every day, within free limits.

Country

City

Neighborhood / Area

Import leads from CSV

Upload a CSV from any source: Google Maps, LinkedIn export, a database. 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.

0 selected

	Score	Name	Phone	City	Neighborhood	Source	Follow-up	Rating	Status	Updated	Last contact	Lock

0 leads

Playbook

Every card, in the order the work happens.

Your script

Learn

Foundations

What we are, what we sell, and what you are allowed to say.

Foundations

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.

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Total calls

0

Answered

0

Today

0:00

Avg. duration

Personal

My Profile

Your personal stats, commissions, and pending follow-ups.

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My leads

0

Closed

$0

Paid

$0

Pending

0%

Close rate

$0

Total earned

My leads by status

Pending follow-ups

Nothing overdue and nothing due today.

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 plan

Clients paying you a residual

My commissions

No commissions recorded yet.

Outreach

Outreach autopilot

Your email engine: who it's reaching, what it's sending, and the templates behind it.

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.

Template name

Message

No SMS templates.

Call scripts

Cards appear in the Playbook and in the call widget, and reach reps only once they are published. Categories are grouped into ten tiers, from Foundation through Mastery. A line starting with > is what the prospect says, and search indexes those first.

No scripts configured.

Administration

Admin

Team, commissions, and operations. Administrators only.

Team

No team members yet.

Team performance

Loading...

Commissions

No commissions recorded.

Setter compensation

Minimums & activity floors

Audit log

Last 100 actions

No audit entries.

Delivery

My clients

The clients you own, what each is worth to you this month, and where you stand on the on-time bonus.

Delivery

My clone

The AI that drafts your replies to clients in Discord, signed as you.

Clients

Active Clients

Engagements past the sale, moving through Gate A: won → MSA signed → paid → provisioned. The roadmap is built after payment and agreed with the client in Discord. Each engagement carries its Engagement ID and the Registry links (Stripe, Mongo, Discord, Drive). Start one from a Closed Won lead.

What is due, company-wide

Active Clients

No engagements yet. Open a Closed Won lead and click “Start engagement”.

Analytics

Business intelligence

Outreach results, KPIs, conversion funnel, team performance, and lead sources.

Closed deals (month)

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Revenue (month)

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Commissions paid

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Close rate

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Outreach performance

Your email autopilot: what's going out, and what's coming back.

Subject line performance

Reply rate by subject line, so you can see which one earns the most replies.

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

Status

Country

City

Neighborhood

Source

No phone

Export other tables

Download commissions or calls as CSV for external analysis.