DirecTech CRM

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DirecTech CRM
CompanyContactPhone Buys from us today Offer this week Demo Owner Next step

Call flow

Assigned (Mon) → Call 1 (Mon/Tue) → Wednesday check-in → Thursday email + call 2 → Friday final status → Monday review

Weekly funnel

Counts leads assigned to this call week. “Reached” means a logged call where someone picked up. “Won” comes from a Monday review marked won or a signed agreement.
RepAssignedCalledReachedInterestedDemo shownWonOverdue now

Overdue, by rep

Queued for later weeks

CompanyContactPhone Location Owner DispositionCallsStatus
CompanyContactStage One-time MRR Maint. Annual Year 1 Owner

Team

Add people, change roles, deactivate. No Supabase dashboard needed.
NameEmailRoleStatus LeadsPassword

📞 Your call flow: due today and overdue

Tap an outcome right after each call. The CRM logs it and works out your next step.
Coming up later this week

🌐 Up for grabs — unclaimed

Callbacks due

Next 15 uncalled

RepRoleActive leadsCalled CompletionCallsDeals Won MRRWon annual One-timeOpen pipeline
“Called” counts leads with at least one logged call note. A disposition on its own is not counted — that assumption is what produced 171 phantom calls in the old tracker.
Add lead
Call flow and offer
Empty = not scheduled.
New deal
Add someone to the team
Must be @directech.net — anything else is rejected by the database.
They'll be forced to replace this the first time they sign in. Send it to them yourself — don't email it with the link.
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Email Danielle
Follow-up email
The CRM never sends email. Copy this, paste it into a new message in your Outlook, check it, and send it from there. Then tap I sent it so the flow moves on.
To—Subject
Monday review