🔁 Follow-up automations (stubs · no live sends)
After Send Samples → schedule reminder text (stub)
After quote send → nudge if no open/approve (stub)
TBD — review ask after Install complete
Toggles are local-only demo notes. Real SMS/email blasts are intentionally disabled for this build.
New Leads (30d)
0
Active Quotes
$0
Closed This Month
$0
Installs Scheduled
0
Replacement Pipeline
—
Active Resellers
—
Ctrl+K
🗂️
CRM — Contacts
Every customer & lead in one place · feeds TextPulse + EmailPulse · 0 customers · 0 leads
| Company | Phone | Address | Past Purchases | Mails | Last contact | Status | Actions |
|---|
Showing 0 of 0 contacts · scroll for more
📊
Quote-to-Install Pipeline
Every active project · Material / Logo / Freight / Install track in parallel · 🟡 14+ days · 🔴 30+ days
📥 Inquiry $00
📐 Survey $00
📦 Samples $00
🎨 Design $00
📝 Need to Quote $00
💰 Quoted $00
Approval = signed schematic + signed quote + requested money · use Verbal / Email when those land outside the landing page
⏳ Quote Pending $00
✅ Quote Approved $00
🧵 Material $00
🎯 Logo $00
🚛 Freight $00
🔧 Install $00
🗄️ Archive $00
📅
Project Calendar
Every dated item from the board — install dates, ETAs & deliveries — plotted automatically
Proposal sent Follow-up proposal (7 days later) Installation
📧
EmailPulse
Send a polished 1-to-1 email to a single lead or client · personalized · logged to their record
All
Leads
Active Projects
Installed
📬 Recent 1-to-1 Emails
Sarah Chen · Marriott Long Wharf
Re: Your lobby mat proposal — files attached
Opened
2h ago
Dr. Patel · North Shore-LIJ
Entry-mat quote + infection-control spec sheet
Clicked
1d ago
Mike D. · Glen Oaks CC
Survey confirmation — Tuesday 10am
Opened
3d ago
Lisa M. · Hudson Yards T30
Your personalized proposal page is ready
Delivered
5d ago
⚡ Quick-Send Templates
📐 Survey Confirmation
"Hi {{First}}, confirming your site survey for {{Date}}…"
14
Sent (30d)
🧾 Quote + Attachment
"Hi {{First}}, attached is your detailed mat quote…"
11
Sent (30d)
🚚 Install Scheduling
"Hi {{First}}, your install is set — here's what to expect…"
8
Sent (30d)
⭐ Post-Install + Review
"Hi {{First}}, how are the new mats? We'd love your feedback…"
6
Sent (30d)
How it works:
Pick a contact → choose a template or write free-form → {{First}} merge tags auto-fill → email sends via SendGrid → opens + clicks logged to the contact's record.
Pick a contact → choose a template or write free-form → {{First}} merge tags auto-fill → email sends via SendGrid → opens + clicks logged to the contact's record.
📨
Campaign EmailPulse
Select an audience · build the email + offer · blast the whole list via SendGrid
All Campaigns
Active
Scheduled
Completed
Start From a Template
Pick a layout to open the builder with it pre-loaded. More templates are coming to the gallery.
🔒 More templates coming soon — premium layouts you'll be able to add right here.
📊 Campaigns
🏨 Hotel GM Spring Newsletter
842 recipients · "Refresh Your Entrance for Peak Season"
842/842
Sent · 41% open
🏥 Hospital Procurement Q2
1,204 recipients · "Infection-Control Entry Matting"
Sending
58% open so far
⛳ Country Club Logo-Mat Push
386 recipients · "Custom Logo Mats for Your Clubhouse"
Scheduled
Fires 6/6 8am
🛍️ Retail Multi-Store Reorder
512 recipients · "Time to Reorder Before Winter"
512/512
Sent · 33% open
🚀 Live Send Monitor
🏥 Hospital Procurement Q2
Subject: "Infection-Control Entry Matting for {{Company}}"
64%
771 of 1,204
771 delivered5 bounced~6 min left
📈 Last 30 Days
4 campaigns · 2,944 emails sent · 39% avg open · 9% click rate
21
Replies
How it works:
Select audience → build subject + body with {{First}} / {{Company}} merge tags → launch → emails fire through SendGrid → this monitor polls opens, clicks & bounces live.
Select audience → build subject + body with {{First}} / {{Company}} merge tags → launch → emails fire through SendGrid → this monitor polls opens, clicks & bounces live.
💬
TextPulse
Send a quick 1-to-1 text to a single lead or client · personalized · logged to their record
TextPulse
One-to-one texting to a single lead or customer — pick a contact, drop in a template, and it sends with delivery and replies logged to their record. One-to-one texts send through Twilio and log to the TextPulse Log tab. Campaign blast is still demo.
📱 Recent 1-to-1 Texts
Sarah Chen · Marriott Long Wharf
"Hi Sarah — your mats ship Thursday, install confirmed 5/28. — Proform"
✓
Delivered · 2h
Dr. Patel · North Shore-LIJ
"Following up on the entry-mat quote — happy to walk you through it this week."
✓
Replied · 1d
Mike D. · Glen Oaks CC
"Survey scheduled for Tuesday 10am — see you then!"
✓
Delivered · 3d
Lisa M. · Hudson Yards T30
"Your personalized proposal page is ready: proformmat.com/v/k4n8qp"
●
Sent · 5d
⚡ Quick-Send Templates
📐 Survey Confirmation
"Hi {{First}} — your site survey is set for {{Date}}. Reply if anything changes."
12
Used (30d)
🧾 Quote Follow-Up
"Hi {{First}} — just checking in on the quote we sent. Any questions I can answer?"
9
Used (30d)
🚚 Install Reminder
"Hi {{First}} — quick reminder your install is {{Date}}. Crew arrives 8–9am."
7
Used (30d)
⭐ Post-Install Check-In
"Hi {{First}} — how are the new mats looking? We'd love a quick review."
5
Used (30d)
How it works:
Pick a contact → choose a template or type free-form → {{First}} merge tags auto-fill → text sends via Twilio → delivery + replies logged to the contact's record.
Pick a contact → choose a template or type free-form → {{First}} merge tags auto-fill → text sends via Twilio → delivery + replies logged to the contact's record.
📣
Campaign TextPulse
Upload a list · build the message + a mobile landing page · blast the whole audience at once
Campaign TextPulse
Mass texting — upload a list, build a message plus a mobile landing page, and blast the whole audience at once with live send tracking. Turned off for now; enable it when you're ready to run bulk campaigns.
📊 Campaigns
🏨 Hotel GM Spring Refresh
842 contacts · landing: proformmat.com/c/spring-hotels
842/842
Sent · 68% open
🏥 Hospital Procurement Q2
1,204 contacts · landing: proformmat.com/c/hospital-q2
617/1,204
Sending…
⛳ Country Club Logo-Mat Push
386 contacts · landing: proformmat.com/c/club-logos
Scheduled
Fires 6/6 9am
🛍️ Retail Multi-Store Reorder
512 contacts · landing: proformmat.com/c/retail-reorder
512/512
Sent · 54% open
🚀 Live Send Monitor
🏥 Hospital Procurement Q2
"Hi {{First}} — refresh your lobby mats before peak season. See options: {{Link}}"
51%
617 of 1,204
617 delivered3 failed~22 min left
📈 Last 30 Days
3 campaigns · 1,866 texts sent · 61% avg open · 14 replies booked
14
Bookings
How it works:
Upload CSV (First, Last, Phone) → build message + mobile landing page in one modal → launch → texts fire via Twilio with {{First}} + {{Link}} merge tags → this monitor polls live progress every 30s.
Upload CSV (First, Last, Phone) → build message + mobile landing page in one modal → launch → texts fire via Twilio with {{First}} + {{Link}} merge tags → this monitor polls live progress every 30s.
📥
Responses
Every reply from your texts & emails in one inbox · tagged so you know exactly where it came from
All
💬 Text · 1-to-1
💬 Text · Group
📧 Email · 1-to-1
📧 Email · Group
SC
Sarah Chen · Marriott Long Wharf
"Sounds great — Thursday works for the install. See you then."
8m ago
AP
Dr. Anil Patel · North Shore-LIJ
"Can you send over the infection-control spec sheet before we proceed?"
22m ago
RK
Robert Klein · Mount Sinai West (Procurement)
"Yes — interested. Please give me a call this week."
1h ago
TB
Tom Briggs · Hilton Garden Inn (GM)
"What's the lead time on the logo mats?"
2h ago
MD
Mike Donnelly · Glen Oaks CC
"Confirmed for Tuesday 10am 👍"
3h ago
DW
Dana Wu · Nordstrom Roosevelt Field (Facilities)
"Time to reorder the rain mats — send me a quote for 3 entries."
5h ago
LM
Lisa Moreno · Hudson Yards T30
"Reviewing the proposal with the team — will revert Monday."
Yesterday
KF
Karen Foley · 385 Madison Ave (Office Mgr)
"Please take me off the list." · opt-out
Yesterday
Showing 8 of 8 responses
📊
Reports
Estimates & invoices by time, market, and salesperson · counts + client revenue · live from MatPulse
Estimates
—
Invoices
—
Estimate Revenue
—
Invoice Revenue
—
📅 By Month
Loading…
🏷️ By Market
Loading…
🧑💼 By Salesperson
Loading…
Estimate = any project that reached Quoted or beyond. Invoice = Closed project (or one with a QuickBooks invoice ID). Revenue is the client-side total.
📐
Floor Plan Studio
CAD/PDF intake · Annotate proposed mat placements · Client approval workflow with version history
Floor Plan Studio
Where Cheryl's design work lives. Drop in a customer's floor plan (CAD or PDF), lay out the mats right on top of it, and send it over for sign-off — with full version history. Kills the email chain between Cheryl, the customer, and the install crew. Everyone works off one shared view.
📋 Active: Hilton Garden Inn — Plainview Lobby v3 · IN REVIEW
📚 All Active Designs
🏨
Hilton Garden Inn — Plainview
Lobby · 5 mats · v3 sent for approval
REVIEW
🏥
North Shore-LIJ Hospital
5 entries · Infection control matting · v1 in design
DRAFT
⛳
Glen Oaks Country Club
Locker room + pro shop · v2 approved 5/3
APPROVED
🏢
Hudson Yards T30
Class A office lobby · 1,800 sf · v1 in design
DRAFT
🛍️
Nordstrom Roosevelt Field
3 entries · Rain + branded interior · v1 in design
DRAFT
🏨
The Pierre Hotel
Lobby + ballroom entrances · v2 sent
REVIEW
🏥
MSK Outpatient — Manhattan
2 lobbies · LEEDS spec · v1 in design
DRAFT
⛳
Piping Rock Club
3 entries · Custom crest mats · v1 approved 5/2
APPROVED
⏰
Replacement Reminder Engine
Every install tracked · Auto-trigger outreach 6 mo before estimated wear-out · Recurring revenue you'd otherwise miss
Replacement Reminder Engine
Mats wear out — usually in 2 to 3 years depending on traffic. This tracks every install you've ever done and kicks off the replacement conversation 6 months before it's needed. Recurring revenue from accounts that otherwise slip off the radar, plus a forecast number you can actually plan against.
| Account | Last Install | Replacement Due | Est. Value | Status | Reminder |
|---|---|---|---|---|---|
| The Garden City Hotel 🏨 Hotel · Garden City, NY |
May 2023 3 yr cycle |
30 days | $22,400 | OUTREACH SENT | |
| St. Regis NY 🏨 Hotel · NYC |
Aug 2023 3 yr cycle |
90 days | $48,200 | OUTREACH SENT | |
| Glen Oaks Country Club ⛳ Club · Old Westbury, NY |
Oct 2023 3 yr cycle |
5 months | $18,200 | QUEUED | |
| Mount Sinai West 🏥 Hospital · NYC |
Jan 2024 2 yr cycle (high traffic) |
3 months | $32,000 | QUEUED | |
| Marriott Marquis Times Sq 🏨 Hotel · NYC |
Mar 2024 2 yr cycle (high traffic) |
5 months | $54,000 | UPCOMING | |
| Engineers Country Club ⛳ Club · Roslyn, NY |
Jun 2024 3 yr cycle |
14 months | $19,800 | TRACKING | |
| Adelphi University 🎓 School · Garden City, NY |
Aug 2024 4 yr cycle (entry only) |
26 months | $76,000 | TRACKING |
💰 Revenue at Stake
$84,200
Replacement Pipeline · Next 6 Months
$312K
12-Month Forecast · 31 accounts
🎯 Outreach Queue (Next 30 days)
Garden City Hotel5/12 · auto
St. Regis NY5/15 · auto
The Pierre Hotel5/19 · auto
Bloomingdale's 59th5/22 · auto
Four Seasons Boston5/27 · manual
🤝
Reseller Management
23 active partners · Order pipeline + commissions · Stale-reseller alerts at 90 days
Reseller Management
Your dealer channel in one place — Atlas, Sunshine, Pacific, every reseller moving Proform mats. YTD sales, active orders, commissions owed, and an auto-flag when a partner hasn't ordered in 90+ days. Treats your resellers as the second sales team they are, instead of a folder of relationships scattered across email.
Atlas Floor Solutions
📍 Northeast · Boston, MA
$248K
YTD Sales
42
Orders
$37K
Commissions
Last order: 2 days ago
Sunshine Commercial
📍 Southeast · Miami, FL
$211K
YTD Sales
38
Orders
$31K
Commissions
Last order: 5 days ago
Pacific Floor Group
📍 West · Los Angeles, CA
$148K
YTD Sales
26
Orders
$22K
Commissions
Last order: 8 days ago
Heartland Floor Co.
📍 Midwest · Chicago, IL
$132K
YTD Sales
21
Orders
$19K
Commissions
Last order: 12 days ago
Lone Star Hospitality Floors
📍 South · Houston, TX
$96K
YTD Sales
14
Orders
$14K
Commissions
⚠️ Last order: 67 days ago
Mountain West Supply
📍 West · Denver, CO
$42K
YTD Sales
7
Orders
$6K
Commissions
🚨 Last order: 124 days ago