Gold Palm Capital Group LLC

GPCRM

Gold Palm Capital Group LLC private CRM

Account access

Sign in

Private sales command center

Dashboard

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

Priority Inbox

Calendar

SunMonTueWedThuFriSat

Pipeline Snapshot

Connect

Core setup

Quick Actions

Operator tools

Conversation

1 of 1

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

Required Mapping

Owner + property

Message Template

Merge fields supported

Imported Lists

List Source Records Callable Skipped Status

Preview Records

Message before send
Owner Phone Property Preview SMS

Phone App Mode

PWA ready
GPCRM Mobile
Incoming Call Audrey Santos 1842 E Palm Ln, Phoenix, AZ

Call Routing

Twilio Voice

Mobile Install Checklist

Home screen app
Gold Palm Capital Group LLC
Install GPCRM on your phone Open this HTTPS site in Safari or Chrome, then use 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.

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.

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