Overview

Sales — Last 7 Days

Day Total Sales Refunded Completed Info Needed

Sales — By Month

Month Total Sales Refunded Completed Info Needed

📈 EIN Campaign Analytics

All-State Lead, Checkout, and Sales Performance
Campaign Performance Funnel
State Performance Breakdown
Rank State Known Leads Partials Checkout Abandoned Gross Sales Refunds Net Sales Checkout Conversion Net Sales / Lead
Net Sales by State
Checkout Abandonment by State
💡 Quick Insights
ℹ This view is ranked by net sales and based on known-state leads only.

Pipeline Board

All Leads

Date Name / Email Phone Stage Source Campaign Form % IP Device Actions

Email

Templates
Automations
Recent Sends

Automatic Notifications

Notify your team by email when a lead hits a trigger. These go to internal recipients — not to the lead.

Notification Rules
Recent Notifications

Click Tracker

🔗 How to send clicks here
1. Tracking link (for SMS / ClickSend): put this URL in your messages — it logs the click and instantly redirects the visitor.
Parameters: m = message label, b = business, u = destination URL (only your own domains allowed), cid = optional custom click id.
2. API postback (from the Vercel site):

Latest Clicks

Time Msg Business IP Location ISP Device Browser Click ID

User Management

Create and remove CRM logins. Only administrators can see this tab.

Create User

Existing Users

API Documentation

Postback Endpoint

Send a POST request to create or update a lead. Matches by lead_id first, then email.

POST /api/postback

Headers

Content-Type: application/json
x-api-key: YOUR_API_KEY   (optional when API_KEY=changeme)

Body Fields

FieldTypeDescription
lead_idstringOptional. Reuse existing lead UUID to update it.
emailstringUsed for dedup if lead_id not provided.
first_namestring
last_namestring
phonestring
companystring
stagestringOne of the pipeline stages below.
sourcestringe.g. "google", "facebook"
domainstringLanding page domain
campaignstringCampaign name or ID
utm_sourcestring
utm_mediumstring
utm_campaignstring
utm_termstring
utm_contentstring
referrerstringFull referrer URL
ip_addressstring
user_agentstring
browserstringe.g. "Chrome 124"
device_typestring"desktop" / "mobile" / "tablet"
form_completion_percentnumber0–100
form_fields_completednumber
form_fields_totalnumber
custom_dataobjectAny extra key/value pairs
force_stagebooleantrue = allow going backwards in stage

Pipeline Stages (in order)

Example — Form Started

curl -X POST http://localhost:3000/api/postback \
  -H "Content-Type: application/json" \
  -d '{
    "email": "john@example.com",
    "first_name": "John",
    "stage": "Form Started",
    "source": "google",
    "domain": "myeinregistry.com",
    "campaign": "llc-spring-2026",
    "utm_source": "google",
    "utm_medium": "cpc",
    "utm_campaign": "llc-spring-2026",
    "ip_address": "192.168.1.1",
    "browser": "Chrome 124",
    "device_type": "desktop",
    "form_completion_percent": 10,
    "form_fields_total": 12
  }'

Example — Application Submitted

curl -X POST http://localhost:3000/api/postback \
  -H "Content-Type: application/json" \
  -d '{
    "email": "john@example.com",
    "stage": "Application Submitted",
    "form_completion_percent": 100,
    "form_fields_completed": 12,
    "form_fields_total": 12
  }'

Order Status Endpoint

Look up an order's fulfillment status by order number — for your funnel or a customer "track my order" page. Authenticated by API key.

GET /api/order-status?order=ORD-AB12CD

When status is Completed, the response also includes the delivery_date and the document file_location (currently a placeholder URL).

Example — Completed order

curl "http://localhost:3000/api/order-status?order=ORD-AB12CD" \
  -H "x-api-key: YOUR_API_KEY"

{
  "found": true,
  "order_number": "ORD-AB12CD",
  "status": "Completed",
  "completed": true,
  "last_updated": "2026-07-15T18:30:00.000Z",
  "delivery_date": "2026-07-15T18:30:00.000Z",
  "ein_number": "12-3456789",
  "file_location": "https://myeinregistry.com/documents/ORD-AB12CD"
}

Other Endpoints

MethodPathDescription
GET/api/order-statusOrder status by number. Query: order (API key auth)
GET/api/leadsList leads. Query: stage, search, source, campaign, from, to, page, limit
GET/api/leads/:idGet single lead + stage history
PUT/api/leads/:id/stageManually update stage. Body: {"stage": "Paid"}
DELETE/api/leads/:idDelete lead
GET/api/analyticsDashboard analytics