Dashboard
📞 Today's Follow-Ups
⏰ Upcoming Deadlines
🔄 Upcoming Renewals
📈 Revenue by Month
🗂️ Projects by Status
🎯 Lead Pipeline
🧾 Invoices
⚡ Recent Activity
🎯 Recent Leads
Leads
Follow-Ups
Quotes / Proposals
| Quote # | Client | Date | Expires | Total | Status | Actions |
|---|
Clients
| Business | Contact | Phone | Status | Outstanding | Actions |
|---|
Client Profile
Activity Log
All Projects
Project
Website Projects
CRM / Software Projects
Tasks
Website Management
| Client | Website | Plan | Renewal | Price | Status | Actions |
|---|
Hosting
| Client | Website | Provider | Renewal | NE Cost | Client Charge | Status | Actions |
|---|
Domains
| Domain | Client | Registrar | Expires | Days Left | Auto-Renew | Status | Actions |
|---|
Recurring Services
| Client | Service | Amount | Frequency | Next Billing | Status | Actions |
|---|
Support Tickets
| Ticket # | Client | Issue | Priority | Status | Opened | Actions |
|---|
Invoices
| Invoice # | Client | Project | Date | Due | Amount | Paid | Balance | Status | Actions |
|---|
Payments
| Date | Client | Project | Invoice | Amount | Method | Ref # | Actions |
|---|
Expenses
| Date | Vendor | Type | Project | Cost | Notes | Actions |
|---|
Revenue Overview
Calendar
Contracts
| Client | Type | Sent | Signed | Value | Renewal | Status | Actions |
|---|
Notes
Reports
Settings
🏢 Business Information
⚙️ Application Settings
Backup / Export
☁️ Migrate to Firebase
Push all existing local data to Firestore. Run this once — it uploads every client, project, invoice, and record to Firebase so all devices stay in sync.
💾 Export Data
Export all CRM data as a JSON backup file.
📂 Import Backup
Restore data from a previously exported JSON backup. This will overwrite current data.
🗑️ Danger Zone
Permanently delete all data. This cannot be undone.
📊 Storage Usage
User Management
| Username | Name | Role | Created | Actions |
|---|---|---|---|---|
No users yet | ||||