Account access

Sign in

Private sales command center

Dashboard

Account Checking backend
Unread texts0Needs reply
Open conversations0Active inbox
Calls today0Inbound and outbound
Pipeline value$0Open opportunities

Priority Inbox

Calendar

SunMonTueWedThuFriSat

Pipeline Snapshot

Daily Command

Live workspace

Quick Actions

Operator tools

Conversation

Contacts 0 Contacts

Contact name Phone Email Property address Created Last activity Tags Status Source
Showing 0-0 of 0

Import Property Owner List

PropStream, DealMachine, CSV

Reusable Tags

Apply to imports and contacts

Message Template

Merge fields supported

Follow-up Message

Used from Sent Lists after cooldown

Imported Lists

List Source Records Callable Skipped Status

Preview Records

Owner Phone Property Preview SMS
Page 1 of 1

Phone App Mode

PWA ready
GPCRM Mobile
Incoming Call Incoming Lead Property address appears here

Call Routing

Twilio Voice

Mobile Download

Home screen app
Gold Palm Capital Group LLC
Mobile Download Install GPCRM from this secure website so it opens like an app on your phone.

On iPhone, tap Share, then Add to Home Screen. On Android, tap Install app or Add to Home screen.

How Calls Behave

Reliable first version
Forward to phone

Twilio rings your cell, records the call, and GPCRM stores the call log. This is the most reliable mobile setup.

Answer in GPCRM

Uses Twilio Voice SDK tokens. Best on desktop and possible on mobile web, but depends on browser permissions and the page staying active.

Simulring

Twilio can ring your cell and a GPCRM browser client. First answer wins, with recordings/status flowing back into CRM.

My Profile

Visible name, login, and CRM avatar
GP

Call Routing

CRM app rings first. Phone ringing is optional.

Assigned leads always ring your GPCRM app/browser. This only controls whether your regular phone number rings alongside the CRM app.

Appearance

Switch GPCRM between light and dark mode.

Switches immediately and saves to your profile automatically.

Calendar

Personal reminders
SunMonTueWedThuFriSat

Selected Day

Phone reminder target
Personal reminders notify the phone attached to your account. Team reminders notify every active team member once push/SMS notifications are connected.

Statistics

Text conversion and closed-deal performance

Review Requests

Reputation

Templates

SMS
Thanks for working with Gold Palm Capital Group LLC. Would you mind sharing a quick review?

Twilio Connection

Environment variables

Webhook Targets

Set in Twilio Console
POST /api/twilio/sms/inbound POST /api/twilio/sms/status POST /api/twilio/voice/inbound POST /api/twilio/voice/status POST /api/twilio/recordings

Admin Users

Logins and call routing

Compliance Controls

A2P ready