Demo — δείγμα δεδομένων που ανανεώνεται κάθε μέρα. Παίξτε ελεύθερα: οι αλλαγές σας δεν αποθηκεύονται. Δείτε την υπηρεσία →
Advon Media
A

Advon CRM

Website production board
Keep it safe
One file with the whole CRM, the chats with their files and the leads. Restore it here — or hand it to Claude — and everything is back exactly as it was.
Last full backup: never
To read & share
The year in numbers, every month with every client, what is owed, renewals with exact dates, subscriptions, costs, calls.
More
Your last change has not reached the server.
This preview can't save data. Open the file directly in your browser (or deploy it on Netlify) and everything saves automatically on this device.
Meetings this month
0
New money this month
€0
€0
Generated
€0
tap to set a target
In the bank
€0

Do ASAP

Click a line to edit · 🔥 = super-high priority · drag ⋮⋮ to reorder · from your phone: tell Claude «ASAP: …»

Booked meetings

Client reminders

Client chats

People to contact

Follow up after the meeting

Cash forecast

What should come in, from what is already on the Board

Subscriptions to collect

💬
Pick a conversationEvery message a client sends from their private link lands here — with the files. Reply, and they get it on their phone.
＋ New booked client
Booked
Meeting set — lands on the Board
0day
SMS-e-mail sent
Follow-up sent — waiting on them
0day
Drag it into Booked below when they say yes
No
Not interested — keep the count honest
0day
Every no counts — it is what makes the rate honest
Day Source

To Do

Client work and your notes — one board of lanes

High Medium Low New tasks start red (high) · tap a dot on any row to change the priority · tap the same dot again to clear it

Ideas

Things you want to work on — drag across the lanes as they move

High Medium Low Tap a dot on any row to set the priority · tap the same dot again to clear it

Call first

Your next calls — drag anyone here from the lists below, or type a name

0to call

Warm leads — call back

Interested people to chase in the next days · oldest first

0left to call

Scheduled callbacks

"Call me in October" — overdue first, then this month, then later

0to call

To call

New leads from the harvest and your own lists · one tap logs the outcome into Quick Log

0to call

No answer — try again

Parked with the date you called · call them on another day

0waiting

Called

Booked · SMS sent · No · Trash — also in Quick Log

0done

No phone found

No personal number to call — e.g. only doctoranytime's central line 215 505 0005 · look them up on Google / Maps, type their number and they go back to «To call» · or Trash

0no phone
＋ Add subscription

Monthly subscriptions

Click a month cell to mark it paid — red € means due now

Expenses

Per-website domain cost + fixed monthly costs — used for net profit

＋ Add monthly cost
＋ Add renewal

Edit client

Backup

New chat

Material

Two devices changed the data

Nothing has been overwritten. The copy on the server was changed after this device loaded its data — probably from your phone or another browser.

Choose what to keep. Whichever you pick, a backup file of both versions is downloaded first, so nothing is lost either way.

Sync setup

Cross-device sync needs one value stored on the server. This is not your passphrase and cannot be turned back into it — it is a one-way fingerprint.

Your CRM_AUTH_HASH:

—

In Netlify → your site → Site configuration → Environment variables, add:

  1. CRM_AUTH_HASH — the value above
  2. CRM_GH_REPO — the private data repo, e.g. agelmet/advon-crm-data
  3. CRM_GH_TOKEN — a GitHub token with Contents read & write on that repo

Then redeploy the site. Full instructions are in README-SYNC.md in the website repo.