GunDrew CRM

Start Here

Simple sales flow

Capture a lead, qualify the customer, move the deal through production, then follow up with marketing or a review request.

Leads 0 New leads waiting for review

Deals 0 Qualified opportunities in pipeline

Customers 0 Qualified customers assigned a number

Tasks Open 0 Business tasks not completed

Dashboard Numbers

Leave blank to use the live CRM count. Type a number if you want to show your own dashboard number.

Dashboard Box	Live Count	Show This Number
Leads	0
Deals	0
Customers	0
Tasks Open	0

Pipeline Snapshot

Recent Leads

Recent Activity

Actions Needed

Emails to reply to, leads not contacted, stale deal stages, and part-order follow-ups.

Stage age limits

Email Replies

Uncontacted Leads

Stale Deal Stages

Parts / Production

Daily Focus

Today's Business Tasks

Small steps, clear owners, and one obvious next action.

Task Type Due Date Assign To Linked Customer Notes

Do First

Calls

Job To Dos

Later

Done

Lead Status Contact Next Action Action

Customer Status Contact Order Action

Vendors

Track suppliers, receipts, parts, costs, and future inventory.

Vendor Information

Vendor Name Category Customer / Vendor # Website Email Address Brief Description Vendor Notes

Vendor Orders

Receipt File Order # Shipping Service Tracking Number Part Name Vendor Item # Created Part # Qty Cost Include this item in CRM inventory/costs Receipt Text / Notes

Parts

Products

Store product details and production settings for repeatable work.

Product Name SKU / Product # Category Material Product Details Search Parts Parts Used

Add Instructions

Device Settings Name Settings Information

Production Notes

Events

Create an event, capture leads quickly, and keep a running list of everyone collected there.

Capture Lead

Event

Name Email Phone Facebook Instagram TikTok LinkedIn Profile / Customer Image URL Camera / Business Card Image Confirmation Email Thank You Email

Notes

Business card OCR starts with image capture here. Full OCR will need an OCR add-on next.

Customer # Order # Deal Name Item Email Status Shipping Tracking Item # Qty

Customer

Company Name Email Phone Shipping Address Newsletter / marketing opt-in Add to daily call follow-up list Call Follow-up Due Send selected stage emails automatically Event Name Event Start Event End Facebook URL Instagram URL TikTok URL LinkedIn URL Phone Carrier for Text Email

Email History

Template To Subject Message Artwork / Proof Link

Schedule Meeting

Subject Date Time Time Zone Meeting Type Send Invite Reminder

Activity

Marketing Template Subject Email Design Message Product / Image Link

Email Automations

Choose which automatic emails are available. Customer-specific stage emails are turned on from the Communication tab.

Newsletter Welcome

Send welcome email to newsletter opt-ins Delay Delay Unit

Google Review Request

Request a Google review from form submissions Delay Delay Unit

Deal Stage Emails

Use the Communication tab to enable this per customer and pick the stages they should receive.

Default Delay Delay Unit

Event Follow-up

Allow event follow-up automation Delay Delay Unit

GunDrew CRM Assistant

Answers only from customer records, deal data, notes, email history, and marketing/event tags already in this CRM.

Ask about your CRM.

Example: “show customers from Dallas Expo” or “who is waiting on proof approval?”

Settings

CRM Setup

Manage your sync, theme, logo, business links, team members, and permissions from one place.

Connections & Branding

Google Sheets sync, Gmail, Calendar, logo, review link, business phone, and social links.

Team Access

Add users, edit team member details, delete old users, and choose exactly what each person can access.

Email Templates

Pipeline, marketing, event, review, and customer support templates.

Reports & Uploads

Download reports or upload leads, customers, deals, vendors, and products.