Pipeline, revenue, and production
Dashboard
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| When | Activity | Details |
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Messages
Website enquiries and contact form submissions.
Leads
Manage enquiries and pipeline stages. Use the pencil icon or Edit on a card to open a lead.
| Company | Contact | Phone | Source | Stage | Follow-up | Actions |
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Clients
| Company | Contact | Phone | Portal | Actions |
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Quotes
Build quotes, send to clients, and convert accepted quotes to orders.
| Date | Client | Product | Qty | Cost | Price | Profit | Status | Actions |
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Orders
| Client | Deposit | Sample | Production | Factory | Tracking | Actions |
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Products
Product library for quotes and orders — MOQ, pricing, and supplier links.
| Product | Category | MOQ | Lead Time | Base Cost | Published | Actions |
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Factories
| Name | Country | Contact | MOQ | Product Types | Actions |
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Files
| Preview | Type | Client | Order | Uploaded | Actions |
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Invoices
| Invoice | Order | Amount | Deposit | Balance | Status | Issued | Actions |
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Users
| Name | Role | Status | Last login | Created | Actions |
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Subscribers
Newsletter list from your website. Import addresses from a CSV file.
| Source | Status | Subscribed | Actions |
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Settings
Store details, notifications, integrations, and security preferences.