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Advon Media
A

Advon CRM

Website production board
Report — to read & share
Backups
Call statistics
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.
Booked this month
0
Month pipeline
€0
Renewals
€0
To collect
€0
Target · generated
Set →

Do ASAP

Click a line to edit · 🔥 = super-high priority · drag ⋮⋮ to reorder

This week's meetings

Remaining to collect

Overdue renewals

High priority

Follow up after the meeting

Subscriptions due this week

＋ 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

High Medium Low Tap a dot on any row to set 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

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
＋ 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

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.