Stone Matrix
CRM
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Stone Matrix
CRM
Client Intake & CRM
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CRM
Client Intake & CRM
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+ New Client
📊 Dashboard
👤 Clients
📈 Reports
👥 Users
0
Total Clients
0
Sales Closed
0%
Conversion Rate
$0
Est. Revenue
Recent Clients
Last 10 entries
All Clients
0 records
All Outcomes
Sale Closed
Pending
Walk-in / No Sale
Lost
🪨 Most Solicited Materials
📊
No data yet
🔨 Top Fabricator Referrals
📊
No data yet
📊 Conversion Rate
📅 Monthly Trend
User Management
Manage who can access the CRM
+ Add User
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New Client — Material Selection
✕
👤 Customer Information
Customer Name *
Phone
Project Address
Email
Date
🔨 Fabricator / Contractor
Fabricator / Contractor Name
Fabricator Phone
🪨 Material Selection
+ Add Material
📝 Notes / Special Instructions
🎯 Visit Outcome
✅
Sale Closed
⏳
Pending
🚶
Walk-in / Browsing
Sales Representative
Save Client Record
Client Record
✕
Add User
✕
Full Name *
Username *
Role
Staff (view & enter clients)
Admin (full access)
Password *
New Password
(leave blank to keep current)
Save User