Welcome back
Operations at a glance
Check completions per day
Score tier mix
Check → inquiry → client
Where leads come from
Unique website visitors per day
Last 8 inquiries
| When | Name | Source | Status | |
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Where leads come from
| When | Last name | First name | Linked | ||
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| When | Last name | First name | Linked | ||
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| When | Last name | First name | Linked | ||
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| When | Last name | First name | Linked | ||
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Contacts
Not linked yet
Waiting to be linked: your to-do| When | Name | Company | Source | Status | |
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Not qualified
Leads that don't fit, kept for reference.| When | Name | Company | Source | Status | |
|---|---|---|---|---|---|
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Linked to a company
| When | Name | Company | Source | |
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Sales pipeline
| Company | Contact person | Engagement type | Status | |
|---|---|---|---|---|
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Drag a card to a different column to change its status. Drop it on "Klant" to promote it to a client.
Customer directory
| Name | Industry | Region | Source | Projects |
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Engagements
| Project | Client | Type | Status | |
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Hours log
Hours log
| Date | Project | Hours | Description | Billable | |
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Artikelen
Beheer de artikelen waarmee je offertes en facturen opbouwt. Multi-language naam, prijs, BTW, eenheid en boekhoudrekening per artikel. Bundles laten meerdere artikelen samen aanbieden onder één code.
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Offertes & facturatie
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Settings & templates
You manage the text of the notification emails here. The branded layout is fixed. Placeholders like {title} are filled in automatically.
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Manage the NDA and DPA documents here. The DPA template is stored as a PDF.
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Add and manage platform users. Roles: SEMANU admin, SEMANU user, client, leverancier.
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Every data change on the platform is logged here. Filter and export to CSV.
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