Dashboard

Your CRM workspace at a glance.

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Welcome back.

No active company selected yet. Select a company to unlock clients, templates, and documents.

Companies

Workspaces you can access

Clients

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Select a company

Templates

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Select a company

Documents

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Select a company

Use these shortcuts to work faster.

Select company

Choose the active company for CRM access.

Add client

Create a customer inside the active company.

Create template

Add reusable templates for documents.

Generate document

Pick client + template and download PDF.

Current workspace selection.

STATUS

Not selected

Go to Companies and select a company to unlock CRM modules.

Modules implemented in this CRM.

Companies: list, create (admin), select active company
Clients: list + create (delete route exists but backend controller still needs `destroy()`)
Templates: list + create (admin)
Documents: list + generate + download PDF