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CRM & Ad Reporting
A Chicago-area home improvement company
- Inbound calls tracked through WhatConverts (earlier CallRail) into a call queue, oldest uncontacted lead first
- Customer database of lifetime and open sales, synced from improveit360 on Salesforce, with revenue and close-rate reporting
- Shared schedule, rep leaderboard and an operations hub for ad spend, budget and disbursements
- Read-only Google Ads and Meta reporting shown next to real leads, as cost per lead
Built with Next.js · Supabase · WhatConverts · CallRail · improveit360 · Salesforce · Google Ads API · Meta Marketing API
Project detailsNames, phone numbers and figures in these screenshots are sample data.








