The dashboard shows first when the page loads. Click any tab to open the matching tool inside the same container.
All entries displayed across the screen from your main CRM tab.
Project funnel submissions
Revenue calculator submissions
Quote request submissions
Tracks submit, request, response, and sheet-write details.
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Send invoice details, email the client, log the entry into Invoice + Master CRM, and pass invoice data for PDF creation.
Estimate how much extra revenue your business could generate by improving close rates and capturing more qualified leads through a better website and smarter workflow.
Your numbers update instantly as you type.
Enter your business numbers to see how much additional revenue could come from more leads and a better close rate.
Tell us what you need and we’ll review your request, save it to the system, and follow up by email.
When someone fills out this form, the request is saved to your Quotes sheet, added to your Master CRM, emailed to you, and a confirmation email is sent to the lead.
The visitor enters their contact info, service type, budget, timeline, and project details.
The form writes to the Quotes tab and also adds the lead to the Master CRM.
You receive a notification and the lead receives a confirmation email.
Every request is organized in one place so you can respond quickly and stay on top of each opportunity.
A cleaner, more polished funnel that feels consistent with the rest of your CRM suite. The field IDs, payload keys, and Apps Script connection stay the same.
The old funnel worked, but it looked like a simple test form. This version improves spacing, layout, typography, and visual hierarchy so it feels more like the rest of your CRM tools.
The visitor enters the same contact information and project details you already collect.
The form posts to the exact same Apps Script endpoint using the same JSON keys as before.
Requests still move into your current funnel process without changing the data structure.
The funnel now feels much more intentional and trustworthy when you show it as part of the full demo.