Scraper CRM

Lead receiver, pipeline board, contact detail, reminders, and workflow hooks.

Contacts0
Open Deals0
Forecast$0
Hot Leads0
Duplicates0
Reminders0
Outreach Queue0

Visual Pipeline

Drag a deal to another stage to trigger a stage-change workflow event.

Deals CSV

Outreach Templates

Ten email templates and ten SMS templates for scraper CRM follow-up.

Send Queue

Queued outreach is throttled and logged to each contact timeline.

Choose a template and target, then preview who will be queued.

Campaign Groups

Status Business Channel Template Recipient Scheduled

Sequence Builder

Build timed email/SMS steps and enroll selected or filtered contacts.

Outreach Settings

Admin-only delivery settings for email, PBX/SMS gateway, limits, and live send lock.

Done-for-you setup available

You can charge to set up Zoho, Google Workspace, Microsoft 365, domain DNS, SPF/DKIM/DMARC, templates, and safe sending limits for users who do not want to configure email themselves.

@aibizshop.com demo mode: if a user is provided an @aibizshop.com sender, this CRM caps it at 5 emails per rolling 24 hours. That is for testing and verification only; real outreach should use the subscriber's own SMTP mailbox or domain.

Email SMTP

SMS Gateway

Limits

Connection Tests

Send one real test message after settings are saved.

Admin Unlock

Settings save/test actions require an admin token or CRM admin protection.

Test Email

Test SMS

Sender Profiles

Admin-approved project email identities for future campaign sender dropdowns.

Sender profile edits are available here. SMTP passwords and live-send controls stay in Outreach Settings.

Approved Senders

Sales users will later choose these profiles when assigning outreach to a project.

Representatives

Sales reps own leads, feed template signatures, and provide SMS gateway metadata.

Active Representatives

Default rep is automatically used for future unassigned imports.

Contacts, Leads, Customers, Partners

0 records

Contacts CSV
Business Type Contact Phone Email City, State Industry Score Representative Groups Google Status

Duplicate Detection

Email, phone, or business/city match groups.

Sales Task Queue

Open reminders from calls, texts, emails, meetings, and notes.

Import Batches

Recent scraper pushes into this CRM.

Help + Codex Handoff

Use this as the scraper-integrated CRM foundation, not as part of the scraper app.

Integration Endpoint POST /api/receive-leads Accepts scraper leads and creates contacts plus open deals.
Provisioning Health GET /api/provisioning/health Control Panel can use this for app readiness checks.
Next Upgrade detail pages + saved views The shell has detail panes now; full routed pages are the next production step.
Email Setup Outreach Settings Done-for-you setup available: you can charge to set up Zoho, Google Workspace, Microsoft 365, domain DNS, SPF/DKIM/DMARC, templates, and safe sending limits. Self-service users configure SMTP host, port, username, password/app password, from email, from name, TLS/SSL, then send one test email before enabling live outreach.
@aibizshop.com Demo Mode 5 emails / rolling 24 hours If you provide an @aibizshop.com sender, it is only for testing that outreach works. The system caps that sender domain at 5 emails per 24 hours; real campaigns should use the subscriber's own SMTP mailbox or domain.
No Email Yet Zoho Mail Free / business email Zoho currently lists a free plan for up to 5 users in select regions, one domain, and 5 GB per user; verify SMTP access because the free plan is described as web-only.
Email Provider Links setup reference Zoho Mail pricing and Zoho plan notes are good starting points before entering settings.