System Health
📞 Follow-up queue — for your sales team
Any employee logged into this console can call and text everyone below. You do not need the owner to approve outreach. New form submissions land here automatically.
⚠️ Needs You — Exception Queue
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Pipeline Distribution
Totals
⚡ Live Activity Audit Logs
💵 Transaction Fee Ledger
| TXID | Date & Time | Customer | Amount | Payment Method | Fees Saved | Status |
|---|---|---|---|---|---|---|
| Loading ledger... | ||||||
Employee outreach first
When someone applies on the website, your team calls or texts them — no owner sign-off required. Approve merchant only means they qualified after your conversation. Not interested closes them out.
Onboarding Pipeline
Recently Closed
Leads vs Pipeline
Leads = SMS opt-ins from the homepage. Pipeline = merchant applications. Any employee with a console login sees phone numbers and can call/text immediately — commission staff under Access & Admins (Employee role).
Recent Website Leads
📥 Bulk Import Leads (CSV)
Select a CSV file to import leads. All formula symbols (=, +, -, @) will be automatically stripped for security.
Site Feedback & Improvements
Anonymous site reports. Each item gets three proposed fixes. Mark done or Decline archives the item — it leaves the active queue but stays in Archived with a Reopen button. Nothing is deleted from the backend.
Two different “user” lists
SMS bot users (invites below) — people who texted the Twilio number. Dashboard logins (bottom panel, Admins only) — employees who sign into this CRM at dashboard.html.
Mint Invite Code
Generate an invite code for Twilio SMS bot testers.
Twilio Invites
Registered SMS Users
Savings Calculator
Global Pricing Margins
Morning digest preview
What lands in your inbox ~8am Eastern (when subscribed below): unassigned leads, AI-qualified follow-ups, open feedback, and pipeline approvals.
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📧 Email me this every morning
Turn on the checkbox, enter your email, set a password (used to decrypt the preview above in the dashboard — not your email login). Saves to the server; digest sends once daily when the backend is running.