Matchera CRM

Pipeline

Deals

0 selected

	Company	Role / Deal	Stage	MRR	One-time	Prob	Owner	SLA	Modified

Companies

Company	Industry	Lifecycle	Open deals	Committed MRR	Owner	Source

Quote Inbox

Quotes pushed from the Pricing Tool, ready to convert into deals

Calendar

appointments from your connected Google Calendar, matched to clients

Invoices

create and manage invoices, collected via Wise

Settings

Business profile, integrations and custom fields for the CRM.

Diagnostics

Health checks for the CRM app and its bridges

Test the inbox

Drops a sample Facebook conversation into the Inbox so you can see threads render and try the reply box, without waiting for Meta to publish the app. The sample uses a fake Page and sender, so the reply button will report a send error (expected) - that error confirms the send path is wired. Real conversations replace this once the app is published.

Marketing Overview

Pipeline funnel — where marketing-sourced deals sit

Leads by source

Campaign performance

Campaign	Type	Status	Sent	Open	Reply	Converted

SDR report — leads by pipeline stage

SDR report — active clients by pipeline — open deals only

Pipeline Report — uses the date range / member filters above · every pipeline (Marketing, Sales Development, Sales, Placement, Post Match) · team rollup + individual breakdown

By team — across all pipelines — every Branch/Unit/Assoc-Unit Manager's whole downline, side by side (use the Member filter above to drill into just one)

Average turnaround per stage — all pipelines — how long deals typically sit at each step, accumulating from today forward

Campaigns

Starter library — your cold-email playbook (one click to add)

Automations

Starter library — your workflow-doc automations (one click to add)

Unified Inbox

Facebook, email & SMS in one thread per lead

Lead-Capture Forms

Forms that create a deal in the pipeline on submit

Email Templates

Name	Category	Subject	Channel

Landing Pages

drag-and-drop pages that capture leads straight into the pipeline

Channels

connect the accounts that power your inbox, publishing & funnels

Social Planner

schedule and manage posts across your connected accounts

Leads

prospects your team has sourced