Total Leads
Internal Command Center
Dashboard
Booked Audits
Open Proposal Value
Overdue Tasks
Pipeline
Stage Health
Focus
Next Actions
Records
Lead Database
Select a lead to view details.
Execution
Task Queue
AI Workspace
Prompt Builder
Output
Codex / Claude Ready
Settings
CRM Controls
Backup Discipline
Export a JSON backup every Friday and store it in the Command Center until Supabase is connected.
Data Policy
Do not store client passwords, private documents, payment details, or API keys in this MVP.
Upgrade Path
Next build: Supabase Auth, Supabase tables, website form webhook, Calendly webhook, and automation events.
Collaboration Mode
Current mode is local-only. Shared tracking starts after Supabase is connected and Brandon grants approved access.
Lead Intake Flow
Website form, Calendly booking, manual entry, and outbound leads will all create or update CRM records.
AI Workflow
Every lead can generate an audit brief, implementation map prompt, proposal prompt, and delivery checklist.
Shared CRM Upgrade
Supabase is the next gate.
Once Brandon creates the Supabase project, this CRM can move from browser storage to a real database with login, website form sync, Calendly sync, and approved Codex/Claude collaboration.
Supabase Connection
Shared CRM Mode
Run the Supabase schema first, then create/sign into your CRM account here.