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Dashboard

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Good morning! 👋

Here's what's happening with your email campaigns today.
Daily Sending Capacity
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Active Campaigns
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Upcoming Campaigns

Times shown in your local timezone

See when teammates have campaigns scheduled or running, to help plan your own — campaign details stay private.

EmployeeScheduledTime remainingEst. durationEst. completion

Quick Actions

New Email
Send a quick email
Create Campaign
Start a new campaign
View Reports
Check detailed reports

Employee Overview

EmployeeSent TodayDaily LimitRepliesCampaigns

Active Campaigns

CampaignStatusSentOpen RateResponded (estimate)

Today's Summary

Today's Follow-Ups & Schedule

⭐ Leads

Track positive client responses through to close.

My monthly results

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My submitted leads

DateClientCompanyLead type

Leads Dashboard

Lead Queue

ClientEmployeeShow / Industry StatusFollow-up

Inbox

Replies to your mailboxes land here automatically as inbox polling checks each one (about every 10 minutes). If it's running late, use Refresh to check now.

Select a message on the left.

Contacts

Email required; first name, company and job title are optional.
NameEmailVerification

Import Center

Upload a CSV, preview results, then import only the valid, non-suppressed rows.

Import history

FileTotalDate

Recipient Lists

Create a list, then add contacts to it.

All lists

Select a list

Choose a list on the left to manage its contacts.

Suppression List

Unsubscribed, hard-bounced, complained, manual, and global do-not-email addresses are removed before every live send.

Bulk remove

Remove suppression records in bulk by type and age, instead of one at a time.

EmailTypeSource MailboxAdded

Mailboxes

Connect and manage every mailbox — Gmail, Microsoft/Outlook, or Custom IMAP/SMTP — in one place. Senders only references mailboxes already connected here.

Add domain

Mailbox pool

Campaigns rotate the "from" address across active mailboxes — one per email — to spread volume over your owned domains for better deliverability.

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Connect Gmail (Google sign-in), Microsoft/Outlook (Microsoft sign-in), or any Custom IMAP/SMTP provider — one flow, one place.

All mailboxes

Every mailbox in the pool, assigned or not — Health reflects whether it's actually receiving mail right now (last poll result), Warmup shows its current ramp stage. Click a mailbox to set its daily limit, start warmup, disconnect its credentials, or permanently delete it, without needing to assign it to an employee first.

Show mailboxes
MailboxDomainTypeHealthWarmupOwnerSent / LimitStatus

Mailbox assignment

Expand an employee to see and manage their assigned domains and mailboxes.

Senders

Signatures and compliance settings for mailboxes already connected under Mailboxes.

Compliance footer

Appended to every email sent from a fresh campaign (not shown on threaded replies).

Bulk signature editor

Fill in each mailbox's name, title, and location, then save — this writes a signature ("Regards, / Name / Title / Location") into that mailbox's signature field, the same one the individual "Edit signature" button uses. The Name here also updates the mailbox's display name. Leave a row's Name blank to skip it and leave that mailbox's signature untouched.

Show mailboxes
MailboxNameTitleLocation

My mailboxes

Edit the signature appended to emails you send from each of your assigned mailboxes. Manage connections →

MailboxDomainTypeHealthSent / Limit

Campaigns

Draft → Scheduled → Sending → Completed → Analytics.
NameStatusRecipientsDeliveredBouncedFailedCompleted

Templates

Group templates into a pool — Bulk Send rotates between a pool's templates automatically.

New template

Bulk Send

Upload → configure → send.

Step 1 — Upload Contacts

Columns: Name, Email, Subject (optional per-row), plus any extra column as {{placeholders}}. The email column is detected automatically, whatever it's named.

Campaign Setup

Complete verification above to unlock this section.

Follow-up sequence (up to 4 steps)

Each step waits the given number of days after the previous one, and skips anyone who's replied, unsubscribed, bounced, or is otherwise suppressed/invalid — checked fresh at the moment each step is generated.

Upload your whole list in one go — this spaces the actual sends out automatically, instead of you needing to send in smaller manual batches.

Follow-ups

Multi-step sequences, set at Bulk Send time or here — each step skips anyone who's replied, unsubscribed, bounced, or is suppressed/invalid.
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Sequence timelines

Each campaign's full follow-up sequence, at a glance — see every step's date and status without scanning the full list below.

Follow-up steps

CampaignStepDuePacingStatus

Set a follow-up sequence

For campaigns that didn't have one configured when sent — set up to 4 steps the same way Bulk Send does.

CampaignStatus

Sent Items

Click a campaign to see exactly what was sent, to whom, and when.

CampaignStatusRecipientsScheduled for

One-off emails (Composer + replies)

ToStatusSent

Sender rotation

How campaigns will spread across your sender pool once sending is live. Settings save immediately.

Rotation strategy

Enforcement

When every mailbox has hit its cap (or it's outside business hours), auto-defer queues the remaining recipients for the next open window instead of sending anyway.

Applies org-wide — no employee can schedule a campaign or follow-up within this window of another already-scheduled one, from anyone.

Email authentication

SPF, DKIM, and DMARC status for each of your sending domains — checked live against your actual DNS.

DomainSPFDKIMDMARC
Click "Check now" to run a check.

Deliverability

Per-domain and per-mailbox reputation, based on bounce-back messages detected during mailbox inbox polling. Tune rotation on the Rotation page.
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Export bounces

Downloads a CSV of every bounce for the selected employee's mailboxes, classified as Hard or Soft, with the diagnostic reason for each.

By domain

Combined daily sending cap and today's actual sending activity across every employee who's used a mailbox on each domain — measures health over the full daily sending period, not skewed by any one small batch.

DomainStatusSent TodayCombined Daily CapMailboxes

Volume & outcomes over time

By mailbox

MailboxTodayActiveSentOpen

Email analytics

Company-wide sending activity per employee. Open/click tracking is not currently available.
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Per employee

EmployeeRoleSentDeliveredReplies

Access & activity log

ActionByWhen

Admin

Add employee

Creates a real login instantly — no need to use the Supabase Dashboard anymore.

All users

Bounce rate management (per employee)

The pause threshold — how high an employee's own bounce rate can go, across their full daily cap, before their sending automatically pauses. Changing this immediately re-checks their current status against the new threshold, rather than waiting for their next send or bounce.

EmployeeBounce rate thresholdWhen hitStatus

Billing & Usage

Estimated costs from recorded sends and configured cost rules.

Estimated costs, calculated from usage already tracked in this CRM multiplied by the prices set below — not real invoices pulled from AWS, Supabase, or Vercel directly.

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Cost Summary

Cost rules

What generates cost, and how much per unit — edit anytime, no code changes needed. Set your own Supabase/Vercel plan cost here, since that's specific to your account.

ServiceCategoryPricingPriceActive

Bulk Spam Word Manager

Admins can add, edit, disable, import, and export promotional, urgency, claims, CTA, financial, adult/sensitive, and formatting rules.

Word / phraseSeveritySuggestionActive

Users & Performance

To add a new employee, use the Admin tab. Reply counts fill in automatically as inbox polling picks up new messages.
EmployeeRoleStatusSentReplies

Reports

System usage across Supabase, Vercel, and GitHub — Admin only.

Supabase

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Vercel

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GitHub

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CRM activity

Contacts added—
Imports—
Delivery rate—
Bounce rate—
Complaint rate—
Verification rate—