David Insurance

Dashboard

This CRM is being built to help keep prospects, clients, follow-ups, reminders, and notes organized in one place.

Due Today

Tasks and follow-ups due today will appear here.

Overdue

Missed reminders and overdue follow-ups will appear here.

Upcoming

Upcoming reminders for the next few days will appear here.

Next build step

We will now build the contacts page and connect it to Supabase so the CRM starts showing real data.