Marketing1st Intelligence CRM v1

Multi-client revenue CRM: Buyer Intelligence → dialer-ready leads → workflows → meetings → outcomes.

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Use the same Marketing1st portal login. This CRM is part of the main internal portal.

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Main Portal Buyer Intelligence Email Dashboard SMS Dashboard
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CRM dashboard updated live — Aug 3, 2026 12:04 PDT. You should now see Pipeline Status, Last Touched Leads, Reports & Exports, and a collapsed Lead Search instead of a huge default lead list.
Owner/admin view can switch across all CRM clients. Client-scoped users are limited by the backend access rules.
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Total Leads
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Qualified / Dialer Ready
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Paid Customers
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Activities Today

Pipeline Status

Last Touched Leads

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Reports & Exports

Pipeline ReportStatus counts, contacted leads, dialer-ready queue.
Activity ReportToday’s CRM notes, calls, emails, and workflow changes.
Dialer Sync ReportCall outcomes flowing into CRM lead timelines.
Smartlead Hold QueueVoicemail follow-up emails held until Smartlead.ai is connected.

Lead Search

Full lead list is collapsed behind search; dashboard status and recent activity stay front-and-center.

BusinessContactIndustryScoreStatusClientActions
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Lead Detail

Activity Timeline