Dashboard
Industry-specific CRM workflow preview.
CRM Assistant helps explain this demo.
If you are viewing this CRM from Facebook, LinkedIn, or a website demo, use CRM Assistant to understand how leads, missed calls, follow-ups, pipeline value, calendar tasks, and customer records work together.
Urgent Actions
Pipeline by Source
Strategic Opportunities
Phone Protection
Missed calls and texts should create records, trigger ELA, and show where the opportunity came from.
Record Profile
| Opportunity | Source | Value | Owner | Confidence | Size | Phone Path | Detail |
|---|
Twilio Phone Workflow
Demo buttons simulate events that would be handled by backend Twilio webhooks in production.
Recent Phone Events
Phone Add-On Plans
Ported Number
Best for full CRM call/text control. The public number moves to Twilio.
Forwarded Call
Best low-risk trial. Client keeps current carrier and forwards calls to CRM number.
Hosted SMS
Best split option if eligible. Voice stays put; SMS routes through Twilio.
Chat Response Library
Edit suggested website chatbot responses. This demo uses browser storage. Production should use a database.
Website Chat Logs
Local website chatbot logs saved in this browser.
Industry Mode
Switch language, fields, statuses, sources, dashboard labels, and demo data.
Branding
Data
Production Note
This is a local demo. Production needs authentication, database storage, Twilio webhooks, A2P 10DLC setup for SMS, opt-in language, and secure role-based access.