downspout+

Member CRM — Sign in

Email

Password

downspout+

Member CRM

New Leads

0

Active Members

0

Monthly Revenue

$0

All Leads

0

Progress to 50 Members 0 / 50

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New Lead

Name *

Phone

Email

Service Address

Plan Interest

Status

Notes

New Member

Name *

Phone

Email

Service Address

Plan *

Status

Enrollment Date

Next Visit

Enrollment Fee Paid?

Linear Feet (if known)

Notes

Convert Lead to Member

The lead's info will pre-fill. Review and confirm plan + enrollment details. The original lead will be marked "converted" but kept for records.

Name *

Phone

Email

Service Address

Plan *

Status

Enrollment Date

Enrollment Fee Paid?

Log Visit

Visit Date *

Service Performed

Notes

Photos

Tag as:

Photos compress automatically before upload and save with this visit record.

Next Visit (auto-rolls the card forward)

BEFORE

Tap the circle to capture. Snap as many as you need, then tap Done.

Visit photo