Use the Proto Press CRM account created in Supabase Authentication, not your Supabase dashboard login.
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.
Find businesses, people, deals, and follow-ups in one place. Results respect your account permissions.
Opportunities are separate from visits. Track quotes and orders for each business.
Coverage is based on businesses with at least one recorded visit, across all time. Activity windows use visit dates.
Contacts, visits, and follow-ups stay attached. Changing territory can change which reps can access this business. Admin only.
Today's activity in Houston time · Refresh to update.
Your attention queue: urgent handoffs, overdue follow-ups, and stalled opportunities.
Open deals without updates for 14+ days.
In-app reminders for overdue and due-today follow-ups. No messages are sent to customers.
Edit your contact information and profile photo. Your login email, account role, and territories are managed separately.