Scraper CRM

Lead receiver, pipeline board, contact detail, reminders, and workflow hooks.

Contacts0
Open Deals0
Forecast$0
Hot Leads0
Duplicates0
Reminders0
Outreach Queue0

Visual Pipeline

Drag a deal to another stage to trigger a stage-change workflow event.

Deals CSV

Outreach Templates

Ten email templates and ten SMS templates for scraper CRM follow-up.

Send Queue

Queued outreach is throttled and logged to each contact timeline.

Choose a template and target, then preview who will be queued.

Campaign Groups

Status Business Channel Template Recipient Scheduled

Sequence Builder

Build timed email/SMS steps and enroll selected or filtered contacts.

Outreach Settings

Admin-only delivery settings for email, PBX/SMS gateway, limits, and live send lock.

Email SMTP

SMS Gateway

Limits

Connection Tests

Send one real test message after settings are saved.

Admin Unlock

Settings save/test actions require an admin token or CRM admin protection.

Test Email

Test SMS

Sender Profiles

Admin-approved project email identities for future campaign sender dropdowns.

Sender profile edits are available here. SMTP passwords and live-send controls stay in Outreach Settings.

Approved Senders

Sales users will later choose these profiles when assigning outreach to a project.

Representatives

Sales reps own leads, feed template signatures, and provide SMS gateway metadata.

Active Representatives

Default rep is automatically used for future unassigned imports.

Contacts, Leads, Customers, Partners

0 records

Contacts CSV
Business Type Contact Phone Email City, State Industry Score Representative Groups Google Status

Duplicate Detection

Email, phone, or business/city match groups.

Sales Task Queue

Open reminders from calls, texts, emails, meetings, and notes.

Import Batches

Recent scraper pushes into this CRM.

Help + Codex Handoff

Use this as the scraper-integrated CRM foundation, not as part of the scraper app.

Integration Endpoint POST /api/receive-leads Accepts scraper leads and creates contacts plus open deals.
Provisioning Health GET /api/provisioning/health Control Panel can use this for app readiness checks.
Next Upgrade detail pages + saved views The shell has detail panes now; full routed pages are the next production step.
Email Setup Outreach Settings Subscribers configure their own SMTP host, port, username, password/app password, from email, from name, TLS/SSL, then send one test email before enabling live outreach.
No Email Yet Zoho Mail Free / business email Zoho currently lists a free plan for up to 5 users in select regions, one domain, and 5 GB per user; verify SMTP access because the free plan is described as web-only.
Email Provider Links setup reference Zoho Mail pricing and Zoho plan notes are good starting points before entering settings.