Community Candle Co.

CRM Dashboard

Dashboard
Community Candle Co.
  • Core CRM
  • Dashboard
  • Contacts
  • Pipeline
  • Communications
  • Inbox 0
  • Chat Inbox
  • Text Inbox 0
  • Email Inbox 0
  • Call Log
  • All Activity
  • Visitors
  • Follow-Ups 0
  • Tasks 0
  • Sales
  • Invoices
  • Products
  • Commissions
  • Promo Codes
  • Templates
  • Operations
  • Events
  • Campaigns
  • Expenses
  • Vendors
  • Companies
  • Team Notes
  • Analytics
  • Reports
  • Settings

Dashboard

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Total Contacts
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Unread Texts
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Unread Emails
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Calls Today
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Due Follow-Ups
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Activities Today
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Social Alerts

Recent Activity

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Latest Updates

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Social Notifications

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Contacts

Name Phone Email Stage Last Activity Actions
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Contact

Pipeline Stage
Follow-Up
Contact Status
Relationships
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Pipeline

🌱 Leads 0
💬 Quoted 0
✅ Customers 0
⭐ Repeat 0

Inbox

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Chat Inbox

Text Inbox

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Select a conversation

Email Inbox

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Select a conversation

Call Log

Date/Time Type From/To Duration Status Contact Action
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All Activity

Follow-Ups

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Templates

Text Templates

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Email Templates

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Tasks

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Invoices

Invoice # Contact Date Due Total Last Sent Status Actions
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Products & Catalog

Name Category SKU Price Stock Status Actions
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Events & Scheduling

Title Date Product Venue Staff Status Actions
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Campaigns

Name Channels Status Recipients Sent Opens Created Actions
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Expenses & P&L

Date Description Category Amount Vendor Actions
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Vendors & Purchase Orders

Name Contact Phone Email Lead Time POs Actions
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PO # Vendor Total Status Expected Actions
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Commissions & Goals

Salesperson Invoice Invoice Total Commission Status Date Actions
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Companies

CompanyIndustryPhoneEmailContactsRevenueActions
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Team Notes

Reports

Promo Codes

CodeDescriptionDiscountApplies ToUsesExpiresStatusActions
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Live Visitors

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Settings

Business Profile & Tax Defaults

Default invoice tax rate: 0% (state + county + city)

voip.ms Integration

Facebook & Instagram

Instagram requires an image. This default is used when campaign image is empty.

Auto-Text on Missed Call

Use {{name}} for the contact's name if known.

Change Password

Webhook URLs

Incoming Text (SMS/MMS) Webhook:

https://crm.communitycandleco.com/webhook/sms-inbound

Configure this URL in voip.ms messaging settings as the callback URL.

Call Log Webhook:

https://crm.communitycandleco.com/webhook/call-log?token=YOUR_TOKEN

Use this in FreePBX AGI scripts for automatic call logging.

Community Candle Co.
CRM
Communications
Sales
Operations
Analytics & Admin

Update

Add Contact

Send Text

Add Note

Log Email

New Email

New Template

Choose Template

Set Follow-Up

🚫 Do Not Contact

Select which channels to block for this contact. Blocked channels will prevent outbound communication.

Add Relationship

New Task

New Invoice

%

Client can still pay in full. Deposit sets confirmation requirement only.

Description Qty Unit Price Amount
Subtotal:$0.00
Discount:-$0.00
Tax:$0.00
Total:$0.00
Status: draft Unpaid sent/overdue invoices are auto-reminded daily.

New Product

New Event

New Campaign

Log Expense

New Vendor

New Company

Post Team Note

New Promo Code

Softphone
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Incoming Call
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