Just Wake internal access
Locked
Admin CRM
Admin login required.
Client, prospect, pipeline, payment, renewal, and churn information is hidden until a Just Wake admin account is verified.
Admin CRM
CRM workspace.
Website account registry
Interested contacts and verified clients.
Every email or Google registration starts as Interested. Check Actual client only after Just Wake has confirmed an active client relationship. This classification does not automatically grant Client Portal access.
JW
Confirmation required
CRM assistant
Record a lead, opportunity, or contract through one guided conversation. You review every field before it is saved.
Revenue analytics
Charts use recorded CRM values only. Empty charts mean the relevant amount or date has not been entered yet.
Accumulated revenue trend
Accumulated revenue by client
Upcoming pipeline revenue
Upcoming renewals
Pipeline stages
Client CRM table
Editable after loginAdvanced CRM controls
Modify table columns
Direct contract upload
Use this only when no contract details need updating.
Storage note
Edits and uploaded contracts are saved in this admin browser. To share changes across devices and staff accounts, connect a database and private file storage.
Data rule
Only entered or verified records are shown. Unknown payment, contract, renewal, and churn values remain marked as not recorded.