Sale Verified.
Contract queued · Lead updated · Team notified
Demo You're viewing a live preview of ClearFlow CRM — data is simulated. Bama Water Solutions account.
View as
Portal / Dashboard
Live
Installer View — Pricing & Revenue data is hidden. You see assigned jobs only.
Live Lead Feed LIVE
Fetching live data…
↑ 12%
0
Total Leads
↑ 4%
0%
Conversion Rate
Pipeline
$0
Pending Revenue
↑ 8%
$0
Sold Revenue
Lead Pipeline
Name ↓ Phone Service ↓ Status ↓ Quoted ↓ Rep Date ↓
0 leads
Lead Map Live Pins
↺ Refresh Pins
Total Revenue (YTD)
$0
↑ calculating…
Avg Deal Size
$0
per closed job
Jobs Closed
0
this period
Revenue vs. Goal Last 6 months · $10k/mo goal
Lead Source
Pipeline Value By status
Sales Rep Leaderboard
Rep Leads Closed Revenue Close Rate
Today's Installs
Your assigned jobs for today
Loading jobs…
—
Sales Rep
$0
Gross Sales
$0
Commission (10%)
0%
Close Rate
Lead Breakdown
—
—· —· —
Quick Actions
Call SMS Email
One-Leg Meeting
Update Lead
$
Activity Timeline
Inspection Report
— Verified On-Site
Front of House
Front of house
—
34.7304° N, 86.5861° W
Verified
Tap to capture
JPG · PNG · HEIC
Uploading…
Technical Details
Technical details
—
34.7304° N, 86.5861° W
Verified
Fascia · Damage
JPG · PNG · HEIC
Uploading…
Detail Shot
Detail shot
—
34.7304° N, 86.5861° W
Verified
Close-up · Condition
JPG · PNG · HEIC
Uploading…
Document 1
Document 1
—
34.7304° N, 86.5861° W
Verified
Additional document
JPG · PNG · PDF
Uploading…
Document 2
Document 2
—
34.7304° N, 86.5861° W
Verified
Additional document
JPG · PNG · PDF
Uploading…
Build Job
Select a lead to begin
Job #: —
Scope of Work
Item
Qty
Total
Loading catalog…
Extra Labor
$
Markup
Markup Percentage
50%
0%50%100%150%200%
Discounts
Price Breakdown
Scope Subtotal $0.00
Markup (50%) +$0.00
Discounts —
Final Quote $0.00
Final Quote
$0.00
Includes markup & discounts · Pending signature
Homeowner Signature
Sign with finger or stylus
Add New Lead
First Name *
Last Name *
Phone *
Email
Service *
Assign Rep
Source
Settings
Manage your team, branding, and dealer network
Invite Team Member
Custom Permissions
These override the base role permissions. If a permission is grayed out, it is always enabled for the selected role.
The invited member will receive an email to set their password and access the CRM.
Active Members
Loading team…
Company Information
Live Preview
ClearFlow CRM
Your brand color applies to all buttons, highlights, active states, and UI accents across the entire CRM — instantly, for every rep on your team.
Product Catalog
Define every billable item your company uses. These appear in the Build Job manifest for every job quote — automatically. No code changes needed.
Loading catalog…
Add New Item
Saves your full catalog to Supabase so all team members see it instantly.
Tax Settings
Applied automatically to every quote. Set to 0 to disable.
Dealer Applications 0
Loading applications…
Website Form Integration

Paste this snippet on any website to route form submissions directly into your ClearFlow lead pipeline — no backend needed.

1
Copy the snippet below and paste it into your website's <head> or before the closing </body> tag.
2
Map your form's input fields to the data-cf-field attributes shown in the snippet (name, email, phone).
3
Submit a test form. Watch the lead appear in your pipeline in real time.

          
        


        

          All submissions are stored in internal_leads.
          Your company_id is embedded — only your account sees these leads.
        

      

    


  







  
  Saved






  

    

      
    

    
Deal Closed. 🎉

    
$0

    
Contract submitted. PDF sent to the team. Lead marked as Sold.