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📁
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💬 Messages
Broadcast
📢
Team Broadcast
Message everyone
Team Members
📢
Team Broadcast
Messages to everyone
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📊
Sales Tracker
Manage your client portfolio
DUDDAS SALES DASHBOARD
Paid This Month
$0
0 payments received
Lifetime Total Paid
$0
0 total payments
Projected Monthly
$0
After pipeline closes
Current Monthly
$0
0 active clients
Pipeline Revenue
$0
0 starting soon
Revenue at Risk
$0
0 leaving soon
Total Clients
0
0 never effective
Clients by Carrier
Monthly Payments
Status Breakdown
Active
0
Future Active
0
Future Inactive
0
Inactive
0
Retention Metrics
0%
Retention
0%
Churn
Sales by Carrier
| # | Member ID | Name | Eff. Date | App Date | Cancel Date | Status | Phone | Carrier | Plan | Premium | Actions |
|---|
💰
Payments
Monthly payment tracking across all clients
⚙️
Admin Panel
Manage users and permissions
📦 Data Management
Export downloads all data as JSON. Import copies data from production server.
| User | Username | Role | Last Seen | Actions |
|---|
Audit Log
| When | User | Action | Client | Changes |
|---|
🔗
Integrations
Connect external services to enhance your workflow
🤖
Telegram Assistant
Manage clients, set reminders, and get stats via Telegram
Not Connected
📋 Setup Instructions
- Create a Telegram Bot: Open Telegram and search for
@BotFather - Start BotFather: Send
/newbotand follow the prompts to name your bot - Copy Bot Token: BotFather will give you an API token (looks like
123456:ABC-DEF...) - Get Your Chat ID: Search for
@userinfoboton Telegram, start it, and it will show your Chat ID - Enter Details Below: Paste your Bot Token and Chat ID
- Click Connect: Test the connection to verify everything works
📱 Available Commands
🔍 Client Lookup
pull up [name] ·
check [name] ·
find [name]
📊 Dashboard Stats
stats ·
dashboard - Active/inactive counts, revenue, carriers
📋 Recent Clients
recent - Shows last 5 clients added
⏰ Reminders
reminders - List pending remindersremind me [date] to [note] for [client]remind me at 4pm to call [client]done with [name] reminder ·
delete reminder [name]
🔄 Status Changes
[name] is canceling for [month] - Sets to Future Inactivereactivate [name] - Sets back to Active
📝 Client Notes
note for [name]: [text] - Add note to client
✏️ Update Client Info
update [name] phone [number]update [name] email [email]
🤖 Automatic Features
Morning Briefing: Daily at 8am - client counts, revenue, due reminders
Weekly Digest: Sunday 7pm - new clients, cancellations, upcoming reminders
Weekly Digest: Sunday 7pm - new clients, cancellations, upcoming reminders
📱 What You'll Receive
⏰ Reminder Notifications - When reminders are due
☀️ Morning Briefing - 8am daily summary
📅 Weekly Digest - Sunday 7pm recap
📱
Pushover Notifications
Receive push notifications on your phone (like SMS)
Not Connected
📋 Setup Instructions
- Create Account: Go to pushover.net and create a free account
- Download App: Get the Pushover app on your phone (iOS or Android) - one-time $5 purchase
- Login to App: Sign in with your Pushover account on your phone
- Copy User Key: On the website dashboard, copy your User Key (top of page)
- Create App Token: Scroll down and click "Create an Application/API Token"
- Name Your App: Name it "StrategyB" and copy the API Token
- Enter Below: Paste both keys and click Connect
👻 Connect Ghost Drip CRM
Get push notifications when new leads come in from Ghost Drip.
Setup in Ghost Drip:
- Go to Ghost Drip CRM → Settings
- Click Integrations
- Click Add Webhook
- Paste the URL above and save
- Copy the Webhook Secret Token that appears
- Paste it above and click Save
📱 What You'll Receive
👻 Ghost Drip Alerts - Push notification when leads text back
For reminders, briefings & digests, use Telegram integration above.
⚖️
Plan Comparison
Compare competitor plans against yours with AI-powered analysis
👎 Their Plan (Competitor)
📄
Drop competitor's plan PDF here
or click to browse
AI will search for plan details and benefits
👍 Your Plan
📄
Drop your plan PDF here
or click to browse
👤 Client Info (Optional - for personalized comparison)
Analyzing plans with AI...