Proto Press CRM

CRM

Shared sales records · Supabase · OpenFreeMap

Sign in

Use the Proto Press CRM account created in Supabase Authentication, not your Supabase dashboard login.

EmailPassword

Find a business

Filter by latest visitVisit date

Select a business to log a visit

Edit business information

Changing an address will not move its existing map pin.

Log a visit, add a contact, or schedule a follow-up below.

Visit outcome

Visit notesContact nameJob titlePhoneEmailContact notesFollow-up dateFollow-up notes

+ Add a business

Business nameStreet addressGeoapify API key (for address lookup)

TerritoryStatus

Follow-ups

Recent visits

Sales team reporting

Admin only · Live Supabase activity

Reporting period

Visit outcomes

Activity by sales rep

Territory coverage

Territories

New territory nameDescription

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.

Rep profileTerritory

Bulk geocode business addresses

Admin only. Finds coordinates for imported businesses without map pins. Uncertain addresses are skipped for review.

Territory to geocode

Address review queue

Admin only. Edit a flagged address, retry Geoapify, or save verified coordinates. Saving coordinates clears its review flag.

Review territory