🏆 2026 Business Plan — Live Scorecard
📞 Prospecting Activity
🔴 Overdue Follow-Ups
🎯 Top Priority Contacts
📅 Due This Week
📈 Pipeline Snapshot
Contacts0
| Contact | Address | Type | Stage | Env Status | Priority | Follow-Up |
|---|
Deal Pipeline
Priority Funnel 0
Email Request
Request an email from the marketing team → sent to gfreezefuel@gmail.comFill this out when Quoya or Neil needs an email written. It sends the request straight to the marketing inbox (gfreezefuel@gmail.com) so a draft can be created.
The marketing team writes the actual emails. Use this form to hand them exactly what you need:
• Purpose — the goal of the email
• Date to be sent — when it should go out
• Notes & key points — everything they need to draft it
When you click send, the whole request is emailed to gfreezefuel@gmail.com. No copy-paste needed.
Tasks & Follow-Ups
🔴 Overdue & Today
📅 Upcoming
✅ Completed
Archive 0
Contacts moved here after manual verification. Excluded from all scoring, pipeline, and funnel views.
| Contact | Address | Type | Env Status |
|---|
⚙️ Settings
Choose any AI provider and enter your API key. Gemini and Groq are 100% free — no credit card needed.
Manage who can access this CRM. Only the Admin (Neil) can add or remove users.
Connect your Microsoft account to auto-sync CRM contacts to Outlook Contacts. Contacts are pushed automatically when saved.
📋 Azure Setup (one-time, 5 min):
1. Go to portal.azure.com → Azure Active Directory
2. App Registrations → New Registration
3. Name: "GeoTech CRM" · Redirect URI:
4. API Permissions → Microsoft Graph → Contacts.ReadWrite
5. Copy the Application (client) ID above
The Email Request page sends to gfreezefuel@gmail.com using Web3Forms (free, no server). Set it up once:
- Go to web3forms.com, enter gfreezefuel@gmail.com, and copy the Access Key they email you.
- Paste it below and click Save. (Everyone on the team can share the same key.)
Import Contacts
Paste names & emails from any source. Claude will parse it.
Upload the GeoTech_Lead_Verification spreadsheet (.xlsx) to update existing contacts with verified phone numbers (6 sources), BCPA tax owner, Sunbiz status, registered agent, and confidence scores. Matches contacts by Property Address or Parcel ID.
Every month, pull the latest FDEP data (Contamination Locator, OCULUS, or DEP Nexus) and upload it here. The CRM matches by Facility ID, detects field changes, highlights outreach triggers (dep_co becoming C, facilities going OPEN or ABANDONED), and updates all matching contacts — without touching anything that doesn't match.