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Business Intelligence
Analytics Dashboard
Track leads, sales, revenue, seller performance & business growth
🔍 Filters
Seller
Source
Product
Stage
From
To
Pipeline funnel
Lead conversion by stage
Revenue by seller
Won revenue
Seller
Type
Appointment status
Create user
Username *
Full name *
Email *
Role
Seller name
Password *
Add technician
Full name *
Phone
Email
Home address
Role / Specialty
Status
Notes
📧 Sender Identity
Sender name
Sender email
Reply-to email (optional)
Provider
📤 SMTP — Sending Configuration
SMTP host
Port
Security
SMTP username
SMTP password / App password
📥 IMAP — Receiving Configuration
Required to receive client replies automatically inside each lead.
IMAP host
Port
Security
IMAP username
IMAP password / App password
Sync interval (minutes)
👤 Per-Seller Email Accounts
Each seller can have their own outgoing email. Leave blank to use the company email above.
✅ Outgoing email is live
Sending uses PHPMailer directly on your server via the SMTP settings above — no external relay needed. Each seller can optionally have their own account below; otherwise they send through the company account.
Note: Incoming email (auto-importing client replies via IMAP) is not built yet — only outgoing sending is functional.
Sending uses PHPMailer directly on your server via the SMTP settings above — no external relay needed. Each seller can optionally have their own account below; otherwise they send through the company account.
Note: Incoming email (auto-importing client replies via IMAP) is not built yet — only outgoing sending is functional.
🔗 Server Relay URL
Relay endpoint URL
The CRM will POST email data to this URL. Leave blank to simulate sending (emails logged in history only).