Dashboard Overview 📊
Real-time feed for both landing page forms (Contact Form & Blueprint Opt-ins).
0
↑ 100% captured in real-time
$0
Across qualified deals
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Swipe file opt-ins
0
High intent service leads
Inbound Lead Generation Velocity
Automated submissions captured across 30 days
Recent Inbound
Contacts Database
Click on any lead to view full details, add internal notes, or dispatch emails directly.
| Contact / Business | Email & Phone | Source / Form | Website Link | Assigned To | Status | Date | Actions |
|---|
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No matching submissions found
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Opportunities Pipeline
Track deals across pipeline stages. Click any deal to view notes or email the client.
New Inbound
Discovery Call
Proposal Sent
Won / Retainer
Team & Staff Management
Click on any staff card below to edit their login credentials, customize tab access, and toggle feature permissions.
Granular Role & Tab Permission Control
Live Role StatusAs the main owner, you have full control over who sees what. You can turn on or off any specific tab (Dashboard, Contacts, Opportunities, Team, Integrations) and restrict CSV export or email capabilities per user.
Owner / Super Admin
✓ Your Active RoleHas access to all tabs, can edit team permissions, and cannot be locked out.
Sales Closer
✓ Your Active RoleCan access Opportunities and Contacts to progress deals and send follow-up emails.
VA / Lead Qualification
✓ Your Active RoleContacts-only or Pipeline access to qualify incoming forms and dispatch blueprints.
Email & Integrations
Connected dispatch address, pre-built outreach templates, and Netlify Webhook sync.
Direct Email Dispatcher
Sender: marketing@workwithjec.com
How direct sending works: Paste a webhook from your Make or n8n scenario (Trigger: Webhook → Action: Send Email from marketing@workwithjec.com). The CRM will send directly behind the scenes! Leave blank to use your computer's mail client.
Netlify Forms Real-time Capture
Captures Contact Form & Blueprint downloads
1. Contact Form: Captures Name, Email, Phone, Company, Website.
2. Blueprint Form: Captures Opt-in email for automated swipe files.
Both forms write directly to browser storage in real-time, and submit to Netlify in the background!