7TH BREED

YOUR OPERATIONS, IN ONE PLACE

Stay close to every customer and every opportunity.

Manage your pipeline, keep work moving, and see what matters today.

7TH BREED

WELCOME TO 7TH BREED

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7thbreed 7TH BREED

Overview

Sales

Operations

Administration

7thbreed Operations

Admin dashboard

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Notifications

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7B
7thbreed
Account

7TH BREED / OVERVIEW

Welcome back.

Here’s what’s happening across your business today.

Live dashboard

Needs attention

Items that may need an admin action.

0

Pending transactions

Waiting for live order data...

Live · 10s

Performance

Lead volume

Last 12 weeks

Acquisition

Service mix

Pipeline

Lead status

Active leads

Leads by service

Volume

Top locations

By area

Upcoming installations

Next appointments

    Duplicate leads

    Needs review

      Recent activity

      Latest events

      HR

      CRM

      Track leads and customer conversations.

      Find leads
      Export
      Bulk actions

      Quotes

      Create and manage customer quotations.

      Find quotes
      Filter & data
      Bulk actions

      Orders

      Review transactions and fulfilment.

      Payment orders

      Loading orders...

      ProductPackage optionCustomerAmountStatusReferenceCreatedActions

      Products

      Maintain your product catalogue.

      Product catalogue

      Loading products...

      NameCategoryFeaturedBrandPriceWithout panels priceSpecsActions

      Templates

      Quotation templates

      NameItemsPricing

      Calendar

      Keep appointments and follow-ups in view.

      Schedule

      Calendar

      SunMonTueWedThuFriSat
      Follow-upInstallation

      Your pipeline

      Agenda

      0 events

      Settings

      Configure your workspace preferences.

      Sections

      Company Billing accounts Homepage hero Energy options Solar sizing Installations Notifications Tests

      Team

      Manage admin accounts and permissions.

      Team members

      NameDepartmentPositionEmailRoleAccess
      Add a team member

      Member access

      Audit log

      Review changes across the workspace.

      Audit log

      Authentication and administrative activity. Passwords and session secrets are never recorded.

      TimeEventActorIPDetails

      User activity

      Customer accounts

      UserPhoneStatusSigned upLast loginAccountDelete

      Monitor

      Check the health of connected systems.

      Connected systems

      System / CustomerManufacturerStatus

      Messages & complaints

      Respond to customer messages and issues.

      Find messages
      Export