Skip to main content

Public intake

New lead

This form creates a new CRM lead with source website_intake. The operator dashboard still requires sign-in.

At least one contact method is required: email or phone.

Gotham.CRM

One-operator CRM. Access by invitation only.

Gotham.CRM
Dashboard Pipeline Clients Tasks Payments Reports Mailbox Insights Agent Audit

Dashboard

Per-client snapshot

Click any column to sort. Use density toggle to fit more rows on screen.

Per-client snapshot including open tasks, overdue work, remaining units, and payment status.

Recent completed work

Recently completed work items that were logged from the Tasks view.
Evidence

Pipeline

Track leads, proposals, and deal movement from first contact to signed client.

Loading pipeline stages...
Select an opportunity to edit stage, generate a proposal PDF, or promote a lead into a client.

Clients

0 selected
Client records with business name, CRM status, last activity, and recurring revenue.
Action

Tip ā€” press / to search, j/k to navigate, Enter to open a client.

  2. Loadingā€¦

This week's tasks

Tasks due this week, including quota remaining, due dates, current status, and task actions.
Action

Upcoming payments

Upcoming payments with amount, status, flags, and available payment actions.
Action

Reports

Pick a client and month to assemble a stored monthly report draft with analytics and CRM activity.

0 reports
Saved monthly reports with status, artifact, and open actions.
Client Month Status Updated Artifact Actions
Load a client and month to preview KPI cards, top pages and queries, and an editable monthly report draft.

Mailbox

Unified inbox for [email protected]. Inbound syncs from Gmail; outbound via Resend.

j/k next/prev Ā· r reply Ā· e archive Ā· # trash Ā· / search Ā· Esc back

Loading foldersā€¦
Loading threadsā€¦
āœ‰

Pick a conversation

Select a thread on the left to read messages, download attachments, and reply.

Insights Ā· Multi-client KPI comparison

Latest headline metrics across every active SEO source ā€” Site Health, organic keyword count, est. traffic value, backlinks, on-page issues.

Loadingā€¦

Audit

Unified timeline: every agent action, every error, every šŸ‘/šŸ‘Ž you gave on agent replies, and every bug report you submitted.

0 entries

Loading audit feedā€¦

Agent

Use natural language to ask what is due, log completed work, record notes, or mark invoices and payments. The agent should ask for confirmation before write actions. Past chats and WhatsApp control conversations show up on the left.

  • Loadingā€¦
Start with a question like ā€œWhat do I need to do this week?ā€ or ā€œI published the weekly article for a client, here is the URL...ā€

Discover analytics sources

Match every Search Console property and Matomo site to the right client. Approve once and the daily sync starts pulling automatically.

Loading proposalsā€¦

Action

Report a bug

Describe what was off ā€” broken UI, wrong data, agent confusion, anything. We snapshot the current screen so you don't have to.

Saved to the audit log with severity user_report. Includes current URL, tab, viewport, and active client/session.