Owner/Employee view
Dashboard
Clients, survey responses and enquiries at a glance.
Sample data for the demo. Live figures come from website forms, surveys and the CRM.
This month
Survey responses24
New inquiries6
Contact messages9
Client check-ins14
Follow-ups due5
Latest from the website
All CRM activity| When | Contact | Source | Detail | Status |
|---|---|---|---|---|
| Today | Sample contact 1 | Inquiry form | Workshop for my team · 11–50 people | New |
| Today | Sample contact 2 | Public survey | Taking for: My team · asked for follow-up | New |
| Yesterday | Sample client A | Client check-in | After a session · session rated 5 | Logged |
| Yesterday | Sample contact 3 | Contact form | Interested in: Consulting | Replied |
Upcoming workshops
- Building resilience togetherDate TBC · Sample client A
- Everyday wellness habitsDate TBC · Open group
- Growing as a supportive teamDate TBC · Sample client B
Website & hosting
- SiteOnline
- Secure connection (HTTPS)Active
- Forms connected to CRM4 of 4
- Last publishedDate of last publish