If a task is still open on or after its due date, it shows in the reminder bar at the top of the page every time the CRM is opened.
📋 Tasks
Add a prospect
Paste a JSON list (e.g. one I've researched for you) — this adds to your existing prospects, it never overwrites anything. Format: [{"name":"...","type":"Cafe","city":"...","source":"...","notes":"..."}]
Name
Type
Contact
Phone / Email
City
Source
Stage
Next follow-up
Record a sale
Order
Date
Customer
Flavor
Units
Price
Revenue
Payment
Add a customer
ID
Name
Type
Contact
Phone / Email
City
Status
Lifetime revenue
Files
Notes
Add / restock a flavor
Type an existing flavor name to restock or update it; a new name creates a new flavor.
Code
Flavor
Produced
Sold
On hand
Unit cost
Stock value
Reorder at
Status
Production log
Batch
Date
Flavor
Units
Note
Newest first. Batch codes belong on every label and carton — they make a quality complaint traceable to one run instead of a full recall.
📉 Sales health check
🧭 Strategy Log
Entries land here after restoring an updated backup from the sales-decline-recovery-strategy workflow. Read-only — edit the source report and re-import to update an entry.
📄 Reports
Weekly ops reviews and data reports, shared with your team. Run report builds one from your live CRM numbers; deeper ops reviews land here via Import. Open any report to download it as a PDF.
🦉 Stock agent
The agent checks stock every time the app is open and after every sale. When a flavor hits the reorder point it reminds you and proposes an order — nothing is ordered until you confirm the quantity.
⏳ Awaiting your confirmation
Order log
PO
Date
Code
Flavor
Qty
Status
⚙️ Settings
🔒 Privacy & Security
💾 Backup & Restore
🎨 Personalization
🏢 Business
🛠️ Developer tools
🛠️ Roadmap — what to build next
The agent's suggested features plus your own. Change a status as we go — Building while we work on it, Shipped when it's live. Shared with your team.
🔮 Usage insights — private, stays in your account
When on, the CRM records which tabs you use so the agent can suggest features, automations and workflows that fit how you actually work. It counts tab opens only — no keystrokes, no content — and never leaves your own Supabase. Suggestions appear at the top of the Roadmap for you to accept or dismiss.
🧩 Dashboard cards — extra summary tiles
Choose which extra tiles show at the top of your Dashboard, alongside the built-in Revenue, Expenses, Net profit, Units and Stock cards. Toggle any on or off — it updates right away.
🌗 Theme — light or dark look
Pick the look for your CRM. Daydream is the warm light theme; After hours is the dark theme. Your choice is remembered on this device.
🧾 Audit log — tamper-evident change history
Every save to the shared CRM is recorded in an append-only, hash-chained log in the database — no one can edit or delete entries, only add them. Each row links to the previous by hash, so any insertion, deletion or reordering is detectable.
🛡️ Security health — live posture score
🧾 Business & invoice details — fill once, appears on every invoice
These details flow into the invoices you generate from a sale (Sales tab → 🧾). Payment details are for US bank transfers.
🔑 Change password
🔐 Two-factor authentication
Adds a second step when you sign in: after your password, you'll also enter a 6-digit code from an app on your phone. That way, even if someone else gets your password, they still can't get into the CRM without your phone too.
Checking status…
How to set it up:
If you don't already have one, install a free authenticator app on your phone — Google Authenticator or Microsoft Authenticator both work well (search your phone's App Store / Play Store).
Open the app and tap + / Add account, then choose Scan a QR code.
Point your phone's camera at the QR code below.
The app will show a 6-digit code that changes every 30 seconds. Type that code into the box below and click Confirm & enable.
Camera not working, or setting up from a computer? Open the authenticator app, choose Enter a setup key instead of scanning, and type this key in manually:
🔑 Face ID / Touch ID
Register this device to sign in with a tap (Face ID / Touch ID / security key) instead of typing a password. Needs passkeys turned on for this project first — if it's not enabled yet, the error below will say so.
👥 Team & roles
Create the person's login first in Supabase (Authentication → Users → Add user), then assign their role here. Employees get Sales, Customers, and read-only Inventory; everything else stays admin-only, and their discounts need your approval.
💾 Backup & restore data
Export a backup regularly — the cloud copy is not itself a backup, so a bad edit can sync everywhere. The exported file is your undo button.
🔌 Connect apps
Connect other tools so the CRM can notify them or share records. Credentials are stored with your CRM data (cloud-synced to your account only).
SlackNot connected
Post CRM alerts — low stock, new sale, overdue invoice — to a Slack channel.
Get a webhook URL from Slack: your workspace → Settings → Manage apps → search "Incoming Webhooks" → Add to Slack → pick a channel → copy the URL it gives you.
Zapier / Make / other webhookNot connected
General-purpose connector — send CRM events to Zapier, Make, n8n, or any tool that accepts a webhook. Use this to reach an app that isn't listed here yet.
NotionNot connected
Save a record into a Notion database. In Notion: My Integrations → New integration → copy the token, then open your target database → "…" menu → Connections → add that integration. The database ID is the long ID in its page URL.
✉️ Email sendingNot connected
Send drafted emails (like invoice chases) straight from the CRM. Needs one more setup step before it can actually send — same relay requirement as Notion, since sending mail needs a secret key that can't safely live in the browser. Save your address now so it's ready — ask me to set up the relay when you want this working end-to-end.
Google CalendarComing soon
Two-way sync with the CRM's existing Calendar tab.
WhatsApp BusinessComing soon
Send order and shipment updates to customers over WhatsApp.
🏭 Facilities & contacts — auto-fills every new shipment
📥 Arrivals — concentrate coming in
Code
Date
From
Contents
Carrier
Tracking #
Status
ⓘ shows both ends — facility, full address, phone. Marking an auto-arrival Arrived adds its units to stock and logs the batch.
📤 Dispatches — orders going out
Code
Date
To
Contents
Carrier
Tracking #
Prior Notice #
Status
US-bound shipments need Prior Notice before arrival — a blank Prior Notice # on a dispatched US order shows a ⚠️ flag.
Record an expense
Date
Category
Description
Qty
Cost / piece
Total
📒 Accounting
Custom range:→
Revenue
Gross profit
Net profit
Net margin
Outstanding (AR)
Runway
Profit & Loss
COGS uses each flavor's unit cost from Inventory × units sold in the period.
Accounts receivable — aging
Cash flow
Tax & compliance
Accounting settings
Runway = current cash ÷ average monthly net burn. Current cash = starting cash + all money in − all money out to date. These figures are a management estimate, not filed accounts — confirm with your accountant.
Enter costs above.
Enter a price (and cost / servings).
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⏳ Almost there
Your account is created, but you don't have access yet. Ask the admin to add in the Team & roles panel (Agent tab), then refresh.
