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| Client / Entity | Stage | Next Follow-up |
|---|
Access control for your team. Admins manage users and can view passwords here; team members cannot see this screen. Note: in this single-file app this organises access — it isn't hardened security. When this CRM moves to a server/database, passwords will be encrypted and hidden from everyone, including admins.
| User | Role | Password | Added | Actions |
|---|
Branding
This name shows on the sidebar, the sign-in screen, and the browser tab.
No logo
PNG or JPG, keep under ~500 KB.
Message templates
Used when you compose WhatsApp and email updates. Type {name} where the client's name should go — it's filled in automatically. You can still edit any message before sending.