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Advon Media
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Advon CRM

Website production board
Current month
Whole year
Booked this month
0
Month pipeline
€0
To collect
€0
Target · generated
Set →

This week's meetings

Remaining to collect

Overdue renewals

Subscriptions due this week

High priority

＋ New booked client
Booked
Meeting set — lands on the Board
0day
SMS 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

Warm leads — call back

Interested people to chase soon

Scheduled callbacks

"Call me in September" — grouped by month

＋ Add subscription

Monthly subscriptions

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

＋ Add renewal

Edit client