My CRM | Member Portal

Total Leads

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This Month

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Closed Won

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Pipeline Value

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Follow-Ups Today

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Overdue

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Tasks Due Today

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Conversion

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Overdue Follow-Ups

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Tasks Due Today

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Tap any lead card to open it. Use the stage dropdown inside the lead to move it through the pipeline.

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All Tasks

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Overdue

Due Today

Upcoming (Next 7 Days)

Leads This Month

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Closed Won

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Revenue Closed

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Lead Source Breakdown

Email Templates

Templates are private to your account. Use variables: {{lead_name}}, {{company}}, {{your_name}}, {{your_business}}, {{your_phone}}, {{your_email}}

Send a One-Off Email

Select Lead

To Email

To Name

Use Template (optional)

Subject

Body

Attach Files (from this lead)

Schedule

Date & Time

Bulk Email

Select up to 50 leads. Each email is sent individually from your identity.

Use Template

Subject

Body

Select Leads (max 50)

Attach Files (optional, from selected leads)

Drip Sequences

Automated email sequences sent from your identity on a day-based schedule.

Scheduled Emails

Email Log

Sender Identity

Your emails are sent from your identity. Fill in your details below. Your email must be verified with SendGrid before sending.

Your Name

Your Business Name

Your Email (must be verified with SendGrid)

Reply-To Email

Your Phone

Email Signature (HTML or plain text)

Signature Image (business card, headshot, etc.)

SendGrid Verification

Your email address must be verified as a SendGrid Sender before you can send emails. After saving your identity above, use the button below to open SendGrid's sender verification. Enter your email there and follow the verification link they send you.

Open SendGrid Sender Verification