Proto Press CRM

Find a business

Filter by latest visitVisit date

Select a business to log a visit

Directions Call business

Edit business information

Changing an address will attempt to update its map pin automatically. Low-confidence addresses are sent for review.

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

Visit outcome

Visit notes

Contact nameJob titlePhoneEmailContact rolePreferred contact method Can approve purchases / make decisionsContact notesFollow-up dateFollow-up notes

Suggested follow-up

+ Add a business

Business nameStreet address

You may enter an address manually without a Geoapify match. The business will be saved without a map pin until geocoded.

Geoapify API key (for address lookup)

TerritoryStatus

Follow-ups

Recent visits

My KPIs

Your personal sales activity · Live Supabase data

Dashboard

Reporting period

Start date

End date

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

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.

Rep nameEmail addressTerritories (hold Command or Ctrl to select multiple)

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.

Show businessesFind a business

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

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.

Import typeChoose CSV fileAssign imported businesses to territory

Territory nameDescription (optional)

I reviewed the preview and authorize adding the approved records to the CRM.

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.

Choose data to export

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.

Record type

Action

Bulk geocode business addresses

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

Territory to geocode

Geoapify API key (shared with all authorized CRM users)

Address review queue

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

Review territory

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

Find businessBusinessRelated sales opportunity (optional)PriorityWhat needs attention?Customer request / details

CRM Search

Find businesses, people, deals, and follow-ups in one place. Results respect your account permissions.

SearchRecord typeTerritorySales repVisit statusSales stage

Sales Pipeline

Opportunities are separate from visits. Track quotes and orders for each business.

Opportunity

Find businessBusinessOpportunity titleStageEstimated revenue ($)Closed revenue ($, optional)Expected close dateNext stepNotes

Territory Management

Coverage is based on businesses with at least one recorded visit, across all time. Activity windows use visit dates.

Businesses without visits

Territory

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.

Find businessBusinessNew territory

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

My Profile

Edit your contact information and profile photo. Your login email, account role, and territories are managed separately.

Profile photo · JPG, PNG or WebP · Max 2 MB

Display namePhone numberContact email

Sign in

Set your CRM password