Use the Proto Press CRM account created in Supabase Authentication, not your Supabase dashboard login.
Set your CRM password
WORKSPACE / DASHBOARD
THE FIELD IS YOURS
Find your next customer.
Follow-ups
Recent visits
Admin Settings
Account administration, data quality, and maintenance tools.
Invite Sales Rep
Send a secure invitation from Proto Press. The rep can choose a password when they accept.
Team Management
Manage sales rep status, territory assignments and individual performance.
Contact Coverage
Businesses with contacts and confirmed decision-makers. Select a business to review its contacts.
Territories
Assign sales reps
Reps must first have a Supabase Auth account and a profile. Assign a territory using the rep's account email once their profile is provisioned.
CSV Bulk Import
Admin-only. Preview and review duplicates before saving. New businesses without latitude/longitude are saved but won't appear on the map until geocoded.
Recent import history
Possible Duplicate Businesses
Review similar names and addresses already in the CRM. No records are merged or deleted automatically.
Data Exports & Backups
Admin only · Download your CRM data. CSV files work in Excel and Google Sheets; a JSON snapshot preserves records across all seven CRM tables.
Exports contain private customer and employee information. Store them securely. The JSON snapshot is a data archive, not an automatic one-click database restore; Supabase Auth users, passwords, and storage files are not included.
Activity History
Admin-only change log. Shows who changed CRM records and when. Run the included Supabase SQL setup once to activate server-side logging.
Bulk geocode business addresses
Admin only. Finds coordinates for imported businesses without map pins. Uncertain addresses are skipped for review.
Address review queue
Admin only. Edit a flagged address, retry Geoapify, or save verified coordinates. Saving coordinates clears its review flag.
My KPIs
Your personal sales activity · Live Supabase data
Details
Revenue Analytics
Revenue is based on Won opportunities. Reporting dates use the last update to each deal as a provisional close date; for accurate historical close dates, use the optional SQL upgrade included in this package.
Revenue by sales rep
Opportunity stages
Visit outcomes
Team leaderboard
Ranked by recorded visits in the selected period. Engagement = quote requested or ready to order ÷ visits; it is not a verified contact rate.
Daily team activity
Territory coverage
Daily Sales Dashboard
Today's activity in Houston time · Refresh to update.
Admin Action Center
Your attention queue: urgent handoffs, overdue follow-ups, and stalled opportunities.
Urgent & new handoffs
Overdue follow-ups
Stalled opportunities
Open deals without updates for 14+ days.
Follow-Up Reminders
In-app reminders for overdue and due-today follow-ups. No messages are sent to customers.
Sales rep activity
Follow-ups needing attention
CRM Search
Find businesses, people, deals, and follow-ups in one place. Results respect your account permissions.
Sales Pipeline
Opportunities are separate from visits. Track quotes and orders for each business.
Opportunity
Lead Handoffs
Reps flag prospects that need the owner's attention. This is an in-app queue, not email or push notifications. Quotes and pricing remain with the owner.
Flag lead for owner
Territory Management
Coverage is based on businesses with at least one recorded visit, across all time. Activity windows use visit dates.
Businesses without visits
Move a business to another territory
Contacts, visits, and follow-ups stay attached. Changing territory can change which reps can access this business. Admin only.
My Profile
Edit your contact information and profile photo. Your login email, account role, and territories are managed separately.