Good morning, Robert 👋
Active Pipeline
0
leads in progress
Active Clients
0
live accounts
In Build Queue
0
awaiting build
Monthly Revenue
£0
management fees
Pipeline by Stage
No leads yet
Add your first lead to get started
Recent Activity
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Actions and updates will appear here
CRM Pipeline
Manage your lead pipeline across all stages
Build Queue
Active client builds in progress
Accounts
Live client accounts
| Account | Trade | Location | Campaigns | Monthly Value | Status |
|---|
New Lead
Add a new lead to the pipeline
Website Builder
SiteForge — Auto-build conversion-optimised trade websites
Choose Template
Most Popular
🌐
Professional
Clean white, enterprise feel. Best for builders, solar, solicitors.
#0066FF / #0A0F1E / White
High Converting
🌐
Bold & Dark
Dark background, high contrast. Best for emergency trades — plumbers, electricians, locksmiths.
#F59E0B / #111827 / Dark
Best for Local SEO
🌐
Local Trust
Warm, community feel, heavy on trust signals. Best for roofers, landscapers, cleaners.
#16A34A / #1E3A2F / Natural
Business Details
Branding & Trust
Google Ads
AdForge — Campaign builder & RSA ad copy generator
Campaign Inputs
SEO & GMB
RankForge — Local SEO & Google Business Profile generator
SEO Inputs
Launch Checklist
Step-by-step go-live guide per client
Select a client above
Their launch checklist will appear here
Lead Tracker
Log and track every lead delivered to clients
| Date | Client | Lead Name | Phone | Source | Trade | Status | Notes |
|---|
AI Agents
CommandCore — orchestration layer
${['SiteForge','AdForge','TradeScout','RivalScan','CostIQ','AdPilot','RankForge','LeadPulse','BudgetGuard','MarketWatch','CommandCore'].map((a,i)=>`
`).join('')}
${a}
Agent ready — awaiting Claude API key
Standby
Add your Anthropic API key in Settings to activate Claude-powered generation across all agents.
Campaign Monitor
Health check across all live client accounts
Competitor Intel
RivalScan — competitor analysis by trade and area
Research Inputs
🔍 What RivalScan analyses
• Top 5 competitors by online presence
• Website quality & SEO strength
• Google Ads activity & estimated spend
• GMB rating & review velocity
• Content & service gaps to exploit
• Recommended positioning strategy
• Website quality & SEO strength
• Google Ads activity & estimated spend
• GMB rating & review velocity
• Content & service gaps to exploit
• Recommended positioning strategy
Live web research via Nimble API when connected. Template analysis always available.
Proposals
Build and send professional proposals to your leads
| Business | Trade | Location | Package | Stage | Actions |
|---|
ROI Calculator
Show clients the return on their investment
Calculator Inputs
Projected Results
Select a trade to calculate
CPL Research
Cost per lead by trade and location — CostIQ
Trade *
Location *
All Trades — CPL Overview (click any trade to see area breakdown)
Email Templates
Follow-up sequences and outreach copy
Expert Hub
Trade intelligence, sales tactics, and marketing expertise
Settings
Agency profile and integrations
Agency Profile
API Integrations
📦 Migrate Data from TradeFlow v5
Import your existing leads, clients, accounts and settings from TradeFlow v5. Your v5 data stays untouched — this just copies it across.