Dashboard

Good morning

Here's what needs you today.

How am I doing?On pace

New business

Recent messages

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CarrierTypeLines of businessAppointmentStatesStatus
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Customer sinceInsured namePhoneStateTypePoliciesIn-force premiumCommissionValue
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Service desk

Policy service, renewals, endorsements and claims for existing customers will live here. Coming soon.

Team

Your agents, their goals, and how they're tracking this month.

Agency overview

A bird's-eye view of how the agency is doing.

Sales

This month

Book of business

by line
2,431
policies

Agent activity

Premium · this month

Your profile

How you appear to your team and on quotes.

JG
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JPG or PNG, up to ~2MB.

Workspace

Branding applied across the CRM and outgoing quotes.

◳
Hover the mark to change it. Replaces the CloseMyCall lockup in the sidebar.

Preferences

Choose what reaches you, and how.

Celebrations

A little confetti when you mark a policy sold.

Confetti on milestones
Plays when a policy is marked sold.
Confetti colors

Appearance

Light, dark, or match your device.

Icons

Choose the icon style used across the app.

Roles & Permissions

Choose which sections each role can see. Owners always have full access; Dashboard and Settings stay on for everyone.

Preview as

Integrations

Connect your tools to CloseMyCall. Click a card to configure or learn more.

Plan

Seat-based billing. A seat is a teammate with a login.

★
Growth

Payment method

Not charged yet, this previews the seat model. Stripe wiring comes next.

No card on file
Add one when you're ready to go live.

New contact

Primary contact
📍 Address
📋 Record

New message

To
Message
!

Quote already exists

Add carrier

Twilio SMS

Send and receive texts right inside Conversations, using your own Twilio number. Your keys stay private and are only used to send your texts.

Find your Account SID and Auth Token on the Twilio Console dashboard. Set the webhook above under Phone Numbers → your number → Messaging → A message comes in (HTTP POST).

Gmail Not connected

Connect your Google account to send and receive email right inside Conversations. Replies land on the contact's timeline, no copy-paste.

Unlike Twilio, Gmail uses OAuth — each agency just clicks "Connect" and authorizes with Google; there are no API keys to copy/paste.
What we set up once for production (developer side):
  • A Google Cloud project with the Gmail API enabled.
  • An OAuth 2.0 Web client (Client ID + Secret) with our redirect URI.
  • The OAuth consent screen verified by Google — gmail.send / gmail.modify are "restricted" scopes that require Google's security review before launch.
  • A backend OAuth callback (Edge Function) to exchange the code and store each agency's refresh token server-side, plus send/inbox functions using the Gmail API.
The connection flow ships with the email backend.

n8n automations

Fire an n8n webhook when something happens in your CRM. Add a webhook, label it, choose what triggers it, and paste the Webhook URL from your n8n trigger node.

Contact details

Add policy

Employee

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A clear headshot looks best.
Licensing
Production goal (premium)
Weekly and daily targets are calculated from this and shown on the team card.