Settings
SMS Templates
Saved messages you can quickly insert when sending SMS.
No templates yet.
Add Template
CRM Info
Your internal CRM for managing leads, deals, and clients.
• All lead submissions from the public apply form are automatically saved as Applications.
• Convert leads to clients using the "Convert to Client" button on the lead profile.
• SMS messages are logged internally (connect Twilio for actual delivery).
• Use pipeline stages to track deal progress with drag & drop.