CoreConnect-Demo CRM

Dashboard

Users: 0 • Clients: 0 • Services: 0

Cases by type

Backup

Import backup (.json)

Taxes

Health Insurance

Upcoming (next 30 days)

Client	Type	Due date	Status

Responder al cliente

Templates

Name

Subject

Body (HTML or text)

Variables: {{ClientName}}, {{ServiceType}}, {{DueDate}}.

Customers

Import CSV

Name	Phone	Email	Actions

Username	Role	Created	Actions

Calendar

Appointments

Date	Title	Client	Notes	Actions

Documents

Link internal documents (PDF, images, etc.) to existing clients.

Saved documents

Date	Client	Title	Category	Notes	File	Actions

Payments & Invoices

Track payments by existing clients and services.

Payments

Date	Client	Service	Amount	Status	Actions

Reports & Analytics

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Total clients

0

Total services

0

Total payments

$0.00

Services by type

Type	Count

Payments detail

Date	Client	Service	Amount	Status

Clients / services

Name	Phone	Email	Services	Actions

Appointments for Today