Contacts
0 contacts
| Name | Company | Status | Agent | Last Contact | Actions |
|---|
Drag & drop files here or
Companies
0 companies
| Company | Industry | Type | Phone | Contacts | Deals | Value |
|---|
Drag & drop files here or
Sales Pipeline
Drag deals between stages
Lead
0 $0Qualified
0 $0Proposal
0 $0Negotiation
0 $0Closed Won
0 $0Closed Lost
0 $0All contacts linked to this deal
Text messages to/from deal contacts
Tasks tied to this deal
Showing all emails related to this deal's contact
Quotes are proposals tied to this deal
Invoices are created from approved quotes
Email Tracking
Track all sent, received, and replied emails
Pick an email to read
Select any conversation on the left to open it here.
Email Templates
Save and reuse branded email templates for your team
Forms
Create and manage lead capture forms
Inventory
Stock on hand by product and location · $0 total value
| Product | SKU | On Hand | Reorder At | Avg Cost | Value | Status | Actions |
|---|
Products
0 products in catalog
Quotes & Orders
Create quotes and manage orders
| Quote # | Contact | Company | Deal | Items | Total | Status | Sent | Valid Until | Actions |
|---|
| Order # | Customer | Company | Deal | Brand | Items | Total | Status | Payment | Actions |
|---|
| PO # | Vendor Contact | Payee / Company | Ship To (End Customer) | Deal | Items | Total | Status | Sent | Paid On | Actions |
|---|
| Invoice # | Contact | Company | Deal | Items | Total | Status | Fulfillment | Date | Actions |
|---|
| Order # | Contact | Company | Deal | Items | Total | Fulfillment | Payment | Date | Actions |
|---|
Client Orders
Review portal orders, apply shipping, and approve for customer confirmation
Line Items
| Product | Description | Qty | MSRP | Discount | Total |
|---|
Campaigns
Multi-channel marketing campaigns — Email, SMS & Social
Social Media
Manage accounts, create content & schedule posts
Analytics
Deep performance insights across all channels
Revenue Trend
Pipeline Summary
Lead Sources
Top Performers
Activity Heatmap
Contact Growth
Status Breakdown
Contact Sources
Top Companies
Recently Active
Monthly Revenue
Deal Funnel
Revenue by Source
Avg Deal Cycle
Top Deals
Email Volume
SMS Stats
Email Tracking
Response Rates
Send History
Engagement Timeline
Most Engaged
Inactive Contacts
Click Analysis
Task Completion
Team Calendar
Tasks, meetings, and Meet invites — CRM activity only
Tasks & Reminders
Stay on top of your to-dos
Documents
All uploaded files and documents
Drag & drop files here or
Team Activity
Monitor your team's email outreach and engagement
Recent Team Emails
My Profile
Manage your account and documents
Personal Information
Agent ID Card
Present this ID when meeting leads and customers in the field.
Change Password
Documents & Agreements
Sign required documents to complete your onboarding.
Scan Business Card
Capture a business card to add a new contact
Merge Contacts
Find and merge duplicate contacts
Billing & Plan
Manage your subscription and team seats
PipelineIQ Admin
Every tenant who's signed up for PipelineIQ — the SaaS-owner view
Activity Log
Every change in the system — searchable history of who did what, when
Email Performance
Live email blast metrics — sent, delivered, opened, replied, bounced
Partner Portal Activity
Live view of partner logins and engagement — refreshes every 15 seconds
Partners by activity
Recent events
Import History
Every bulk import, searchable and sorted by most recent
Settings
Configure your CRM
Profile
Deal Stages
Quote Settings
Email Settings
SMS / Text Settings
Connect your Twilio account to send and receive text messages from the CRM. Create a Twilio account
AI Assistant
Give your AI assistant a name. Default is Iris. Visible in the chat panel header and how the AI introduces herself.
Phone System (Quo)
Connect Quo (formerly OpenPhone) for click-to-dial, call logging, recordings, and screen-pop on incoming calls.
Your key is stored encrypted at the database layer and never exposed back to the browser.
Phone System (Twilio Voice)
Alternative to Quo — connect your own Twilio account for voice + screen-pop. Twilio Console
Find these in your Twilio Console top-right corner. Stored encrypted at the database layer, never exposed back to the browser.
Toast POS
Get your Toast Standard API credentials from Toast Admin → Integrations. Standard API access is included with your Toast subscription — no separate cost.
Each Toast location has its own GUID. Multi-location? Connect each separately under its own Business Unit.
Stored encrypted at the database layer, never exposed back to the browser. We use the Standard API read-only for guest + check data — we never push to your POS.
Email Template
Choose a template style for all outgoing emails. Customize colors and add your logo.
Quote & Invoice Template
These details appear on all quotes and invoices sent to customers.
Bank / Payment Details
Shipping Details
Template Style
Online Payments (Heartland / Global Payments)
Connect your Heartland merchant account to let customers pay invoices online. Get credentials from developer.globalpay.com
Brand Management 0
Configure shipping terms per brand. Partner portal orders are automatically split by brand — each generates its own invoice.
Partner Portal Access
Grant portal access to resellers, consultants, and facilities. Internal team members are managed under Team Management below.
Team Management
Add agents to your CRM. Each agent can be assigned contacts and companies. Admins can see all data.
Default Visibility
Controls what non-admin agents see by default when they log in.
LinkedIn Publishing Queue
Posts you publish to LinkedIn from the CRM are queued here and picked up by your local Playwright watcher every 60s. Failed posts can be retried inline.
Iris's memory of your business
Anything you put here gets injected into every response Iris generates — drafts, briefs, summaries, rewrites. Be specific. Iris also remembers things you tell her in chat (just say "remember that…") — those show up in the list below.
Suggestions waiting your review
Patterns the auto-scanner found in your sent emails and won deals. Approved facts go into Iris's brain. Rejected ones won't be re-suggested.
Things Iris remembers
Active facts that Iris uses on every response. Click × to forget any.
Data Management
Testing & Sample Data
Load a fully-populated demo dataset to test all CRM features end-to-end. Reset to empty when you're ready to start with real data.
Sample data: 4 companies, 6 contacts, 5 deals across stages, 5 products, 1 draft quote, 1 task. All tagged with _sample:true so Reset only removes them — your real data is safe.
OpenClaw Sync
Sync your CRM data with the API server so OpenClaw can access contacts, templates, quotes, and send emails on your behalf.
Server: node crm/crm-server.mjs
Client Errors 0
Uncaught JavaScript errors and unhandled promise rejections from your users' browsers, grouped by fingerprint. Resolve fixed bugs to hide them from this list.