Dashboard
Signature Marketing and Productions
Workspace overview
Track client health, website integrations, new leads, sales motion, and revenue activity from one tenant-aware CRM dashboard.
New leads today
24
+18% from yesterday
Pipeline value
$159k
23 open opportunities
Active clients
6
Across retained accounts
Connected forms
10
4 websites receiving leads
Priority leads
Newest inbound requests and the next action.
Maya Brooks
Luminara Design Co. - Consultation request
High$8,500Call today
Derek Chen
Atlas Urgent Care - Booking request
Medium$4,200Send estimate
Rosa Kim
Verdant Table - Menu inquiry
Urgent$12,000Review proposal
Pipeline
New9 - $31k
Qualified7 - $46k
Proposal4 - $54k
Won3 - $28k
Recent activity
Maya Brooks submitted the Luminara Design Co. consultation form
Atlas Urgent Care snippet was copied from setup guides
Rosa Kim moved to Proposal sent for Verdant Table
Stonebridge Realty Webflow integration key was generated
Website integration status
Luminara Design Co.
Next.js - 4 forms
Connected
Atlas Urgent Care
WordPress - 2 forms
Snippet pending
Verdant Table
Webflow - 3 forms
Connected
Stonebridge Realty
Wix - 2 forms
Connected
Meridian Law Partners
Squarespace - 1 forms
Not started
Ember & Grain
Shopify - 2 forms
Snippet pending