Pipeline

Times in Philippine time, or the lead's time zone where set

Source
Stage
Lead timezone
Meeting link
Contact
Buttons are layout only in this mockup.

Automation timeline

    Pending reminders are cancelled automatically if the lead books, reschedules, or cancels.

    Contacts

    Everything about each contact in one place: details, stage, services, payments, messages, and activity

    Conversations

    Activity log

    Every change: who made it, what changed, and when (Manila time)

    Example entries are included to show the layout. "Signed in as" sets who is recorded for new changes.

    Integrations

    Connect the apps and accounts the CRM works with

    Connect each account with its own sign-in. Preview only, nothing is saved yet.

    Settings

    Business profile, logo, services, theme, team logins, and reminders

    Business profile

    Shown in emails and confirmations.

    Reminders

    Default timing. Each workflow can override it.
    Settings are layout only in this mockup. Nothing is saved yet.

    Workflow builder

    Drag an action from the left onto the canvas, or tap it to add. Drag a step to move it. Preview only, nothing is sent.