CRM Config

CRM Setup & Features

SlappShell serviceCRM comes with built-in CRM features to help you manage leads, services, scheduling, and payments all in one place.

It is designed to keep a simple flow between your paid campaigns, lead capture forms, estimate consultations, service completion, and payment processing.

Track leads accurately and manage them quickly without a bunch of feature bloat.

Key features of the slappShell serviceCRM include:

• Lead Management: Capture and organize leads from your forms automatically.
• Email Notifications: Automated email notifications for new leads, scheduling, and payments.
• Appointment Scheduling: Integrated scheduling system for consultations and service appointments.
• Service Tracking: Manage service progress and updates for each lead.
• Invoicing & Payments: Handle deposits and final payments through Stripe integration.
• Estimates & Invoicing: Generate and send estimates and invoices directly from the CRM with a simple form.

Based on the settings you select in your configuration files, the CRM will handle lead management, emails, appointment scheduling, service tracking, and invoicing.

You'll find the CRM section of your app at /app/(dashboard)/, and the main dashboard can be access at yourdomain.com/dashboard.

Super Admin User

The first set up the CRM, youll need to create a Super Admin. The Super Admin has full access to all CRM features and settings, and can add/remove additional admin users.

To create the Super Admin, follow these steps (recommended to do this locally first):

1. First, make sure your Supabase database is set up and the environment variables are configured correctly.
2. Run the database migration script located at /supabase/migrations/001_db_setup.sql to create the necessary tables and functions.
3. Ensure you've enabled the Custom Access Token (JWT) Claims hooks in the Supabase dashboard under Authentication > Configuration > Auth Hooks.
4. Once the database is set up, navigate to yourdomain.com/auth/sign-up to create your Super Admin account.
5. After you confirm your email address, you'll be able to log into the CRM dashboard at yourdomain.com/dashboard.

Adding Additional Admin Users

As the Super Admin, you have the ability to manage your CRM and oversee all leads and services.

After setting up the account, you can add additional admin users to help your manage leads.

To do so, have them sign up at yourdomain.com/auth/sign-up and confirm their email. Then, as the Super Admin, navigate to the "Admin Users" section in the dashboard to promote them to admin status. Note, they may have to log out and back in to see their admin features take effect.

Note that all auth accounts can also be managed directly in the Supabase dashboard under Authentication > Users.