Connected
2
Needs Setup
3
Coming Soon
1
Security
Active
Core Infrastructure
Foundation services powering your CRM
Supabase
Database, Auth & Edge Functions
Active
Database (14 tables)
Row Level Security
Authentication
Edge Functions
RLS policies active on all tables
Roles & Permissions
Team access control & security
Configured
Owner / Admin / Manager
Member / Viewer roles
Per-module permissions
Activity audit log
5 role levels with granular permissions
Payment & Revenue
Accept payments and manage billing
Stripe Payments
Accept credit cards & online payments
Not Connected
Invoice payment links
Credit/debit cards
Apple Pay / Google Pay
Automatic receipts
Connect Stripe to enable real invoice payments
Communication
Email and messaging integrations
Email Integration
Gmail, Outlook & SendGrid
Not Connected
Send invoices via email
Payment reminders
Contract notifications
Email open tracking
Connect email to send invoices and reminders
Scheduling & Documents
Calendar sync and document workflows
Calendar Integration
Google Calendar & Outlook
Not Connected
Two-way calendar sync
Auto-create events
Session reminders
Availability management
Connect calendar for automatic event sync
E-Signatures
Digital contract signing
Built-in Ready
Draw signature pad
Type signature option
IP & timestamp logging
Signature verification
Built-in e-signature is active. External providers optional.
Integration Setup Guide
Follow these steps to get your CRM fully operational with all integrations connected and configured.
Step 1: Database
Supabase connected with 14 tables and RLS policies
Step 2: Security
Roles & permissions configured with audit logging
3
Step 3: ServicesConnect Stripe, Email & Calendar for full functionality