Sago Wholesale
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Sago Wholesale
My CRM
Admin
VK
Veronica K.
Sales rep
Dashboard
Overdue — Leads
0
Overdue — Customers
0
Due today — Leads
0
Due today — Customers
0
Going cold
0
no contact 14+ days
New leads (7d)
0
My leads
0
Conversion rate
0%
leads → customers
Pipeline — status
New leads
Follow-up urgency
Source performance
Interest demand
Customer activity
Leads going cold — no contact 14+ days
Leads
0 leads selected
Company / NameSend WA MessageStatusPriorityNext follow-up
Customers
Name / BusinessSend WA MessageStatusPriorityLast orderNext follow-upInvoices
Follow-ups
Company / NameCountryStatusPriorityNext follow-upDueNotesWhatsApp
View as:
Overdue — Leads
0
Overdue — Customers
0
Due today — Leads
0
Due today — Customers
0
Going cold
0
no contact 14+ days
New leads (7d)
0
Total leads
0
Conversion rate
0%
leads → customers
⠿Pipeline — status×
⠿New leads×
⠿Team — leads & conversion×
⠿Team — overdue follow-ups×
⠿Source — lead volume×
⠿Source — conversion×
⠿Interest demand — hot/warm leads×
⠿Customer activity×
⠿Leads going cold — no contact 14+ days×
Employee leads
CompanyContactCountryInterestsStatusPriorityNext follow-upSourceNotes
All leads
EmployeeCompanyContactCountryInterestsStatusPriorityNext follow-upLast logLast messageSourceNotes
All customers
EmployeeCompanyContactCountryInterestsStatusPriorityNext follow-upLast logLast orderLast messageSourceNotes
All offers
DateEmployeeCustomerModelGradePrice (USD)Notes
Cloud database ● Checking...
All changes auto-save to the cloud. Every user loads the latest data on login.
Schema v2 (Pipeline + Performance) — no Vercel dashboard needed. Run once from terminal:
Use the button above while signed in as admin. For CLI migration, set CRM_API_KEY in Vercel env and pass it as X-API-Key (never in the browser).
Interest options
Source options
Status optionsCore statuses locked
Countries
Employees
Add new lead
Edit customer
Add new source
WhatsApp broadcast
Use {name} for contact name, {company} for company name, {employee} for your name
Click each link to open WhatsApp with the message pre-filled. Hit Send in WhatsApp. Links turn green once opened.
Change your password
You must set a new password before continuing.
Reset password
Customer invoices
Assign invoice to customer
Or create a new customer from the invoice data:
Details
Activity log
Log new activity
History
Add offer
Offers from this customer
Import results