DECO
hub
Home Improvement CRM
Owner & Team dashboards — ayrı görünümler
Lead aging · Activity log · Tasks
Conversion funnel · Source ROI
Calendar — Customer & Operations
WhatsApp şablonları · Invoice · CSV Export
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Owner:
owner / owner123
Manager:
manager / mgr123
Sales/Team:
vel / vel123 · erica / erica123 · mesut / mesut123
DECO
hub
Home Improvement CRM
Main
Dashboard
Leads & Pipeline
Customers
Operations
Calendar
Tasks
Inventory
Finance
Payments
Estimates
Analytics
Performance
Marketing
A
Admin
owner
Sign out
Board
List
All Statuses
New Lead
Contacted
Showroom
Design/Quote
Negotiation
Sold
Order Placed
Delivery
Completed
Lost
All Reps
+ New Lead
📥 Export
#
Date
Customer
Service
Source
Status
Rep
Cost
Sale
Profit
Margin
Age
Next Step
All Customers
+ Add Customer
Outstanding Payments
📅 Customer Schedule
🔧 Operations Schedule
← Prev
Next →
+ New Event
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Estimates & Invoices
+ New Estimate
+ New Invoice
Inventory
All Categories
Kitchen Cabinets
Mattress
Flooring
Countertop
Furniture
Other
All Vendors
Skyline
DW
Goldenhome
Sunique
Other
Card View
Table View
+ Add Item
Add Inventory Item
✕
Category *
Select…
Kitchen Cabinets
Mattress
Flooring
Countertop
Furniture
Other
Vendor
None
Skyline
DW
Goldenhome
Sunique
Other
Item Name *
SKU / Model
Quantity *
Unit
pcs
box
set
sq ft
unit
Cost Price ($)
Low Stock Alert (qty)
Notes
Delete
Cancel
Save Item
📦 Pickup / Purchase Order
✕
Vendor *
Select vendor…
Skyline
DW
Goldenhome
Sunique
Other
Pickup By
Select…
Vel
Erica
Mesut
Yesim
Owner
Pickup Date *
Pickup Time
Customer / Project
No customer linked
Items to Pick Up
+ Row
Notes
Cancel
🖨️ Print PO
🚚 Delivery Order
✕
Date *
Time
Driver
Select…
Vel
Erica
Mesut
Yesim
Owner
Helper
Delivery Address *
Items
+ Row
Special Instructions
Cancel
🖨️ Print Delivery Order
New Lead
✕
Lead # *
Required
Date *
Required
Customer *
Select…
Required
Service Type *
Select…
Kitchen
Flooring
Countertop
Furniture
Mattress
Swimming Pool
Roofing
Other
Required
Source *
Select…
Meta
Lister 8
Online
Referral
Other
Required
Assigned To *
Select…
Vel
Erica
Mesut
Yesim
Other
Required
Lead Status *
Select…
New Lead
Contacted
Showroom Visit
Design / Quote
Negotiation
Sold
Order Placed
Delivery
Completed
Lost
Required
Contact Status *
Select…
Contacted
Scheduled
Not Interested
Required
Lost Reason *
Select reason…
Price too high
Chose competitor
Bad timing
No response
Project cancelled
Other
Cost ($) *
Required
Sale Price ($) *
Required
Payment Received ($)
Appointment Date
Next Step
N/A
First Meet
Schedule Measurement
Final measurement
Send invoice
Follow-up email
Docusign Approvement
checking prices
Address
Notes
Cancel
Save Lead
Add Customer
✕
First Name *
Required
Last Name *
Required
Phone *
Required
Email
Address
Notes
Cancel
Save Customer
New Task
✕
Task Description *
Required
Assign To *
Select…
Vel
Erica
Mesut
Yesim
Required
Category
General
Social Media
Follow-up
Installation
Admin
Sales
Deadline *
Required
Priority
🔴 High
🟡 Medium
🟢 Low
Notes
Delete
Cancel
Save Task
💬 WhatsApp Message
✕
Custom Message
Cancel
💬 Open WhatsApp
New Event
✕
Category
Customer
Operations
Event Type *
Select…
Required
Date *
Required
Time
Customer
No customer
Assigned To
Unassigned
Vel
Erica
Mesut
Yesim
Status
Scheduled
Confirmed
Completed
Cancelled
Notes
Delete
Cancel
Save Event