Marketing CRM Command Center
Prospect intake, referral management, pipeline tracking, territory view, productivity tracking, automation, and AI-powered insights — all in one place.
| Sel | Name | Status | Phone | Address | Secondary | Source | Marketer | Next Step | Actions |
|---|
| Sel | Contact | Business | Phone | Address | Status | Actions |
|---|
| Contact | Business | Phone | Address | Status | Actions |
|---|
| Territory | Primary Accounts | Visits This Week | Admissions | Conversion % |
|---|---|---|---|---|
| North Dallas | Encompass, Baylor, ALF Network | 5 | 3 | 60% |
| McKinney / Plano | Hospital CMs, Rehab Network | 4 | 2 | 50% |
| Lewisville / Denton | SNFs, Physician Groups | 4 | 2 | 50% |
Click a button to trigger an automation action. Each fires once and logs a timestamped confirmation.
Ericka — 2026-04-12 at 10:00 AM
Position: Marketer
Next Step: CM Follow-Up (Status Update)
Baylor requested faster turnaround updates.
✅ Synced — Location Captured
Angela — 2026-04-11 at 01:40 PM
Position: Nurse
Next Step: RN Assessment Scheduled
Patient appropriate for hospice. Family receptive.
✅ Synced — Location Captured
Full system control. Admin can view, edit, and delete ALL records across all users. Staff cannot see this section.
👥 User Management
Manage users, roles, and access.
🪑 Seat Limits
Active users vs purchased seats.
8 / 10Seats in use / Total purchased
📝 Notes Synced
Total notes across all users.
0📋 All Prospect Records (Admin Edit/Delete)
| Name | Status | Phone | Marketer | Next Step | Admin Actions |
|---|
📋 All Referral Sources (Admin Edit/Delete)
| Contact | Business | Phone | Status | Admin Actions |
|---|
📍 Staff Tracking
Auto-captured each time a team member syncs a note. Location recorded at sync time.
| Staff | Position | Date | Time | 📍 Location at Sync | Next Step |
|---|---|---|---|---|---|
| Angela | Nurse | 2026-04-12 | 9:05 AM | ✅ Synced | RN Assessment Scheduled |
| Ericka | Marketer | 2026-04-11 | 1:15 PM | ✅ Synced | CM Follow-Up |
Current Users
| Name | Title / Role | Status | Action |
|---|---|---|---|
| Ericka | Marketer | Active | |
| Admin | Administrator | Admin | — |