Dashboard
Client base overview and marketing channel performance.
📊 Marketing Metrics - Client Sources
Clients
Manage client profiles, contact information, and satisfaction ratings.
Quick Client Lookup
Search by RJB ID, name, or phone.
Quick add client, paste from intake
Add a client manually
| RJB ID | Name | Phone | Source | Corridors |
|---|
Feedback & Metrics
Client satisfaction and marketing channel performance.
Satisfaction Summary
View Client Feedback
Search by RJB ID to view their satisfaction rating.
Login Activity
Who accessed the CRM and when.
| Time | User | Action |
|---|