Dashboard
PALMA CRM command center.
Monitor contractors, leads, estimates, projects and follow-up status from one screen.
Email Delivery Monitor
Returned / Bounced Emails
These are returned/bounced emails, not spam. The CRM can count them and help stop future sending to bad addresses.
Contractors CRM
Import, search, select and manage General Contractors.
New Records
Create leads, estimates and project records using PALMA forms.
Email / WhatsApp
Send outreach and open WhatsApp from each contact.
Recent Activity
Hot Follow-Ups
Contractors CRM
Import and manage contractors.
Controls stay at the top. The list has its own scroll area.
| Company | Contact | Phone | City | Status | Notes | Action |
|---|
Forms
Create CRM records.
Use these forms to create leads, estimates and project records.
New Lead
New Estimate
New Project
Email + WhatsApp
Send the PALMA subcontractor package directly from the CRM.
The backend sends from palmahighgrade@gmail.com directly TO the selected client emails. Incoming replies/leads are received in the palmahighgrade@gmail.com inbox through Gmail IMAP.
Message
Automatic attachment: PALMA_HIGHGRADE_Subcontractor_Qualifications.pdf
Selected Client Recipients
Add / Remove Client Emails
Use Remove from Sending to keep the client in the database but stop future emails. Use Delete Selected only when you want to remove those emails from the list.
Direct Actions
Manual sending to a selected client is available from each contractor row. Automatic sending uses the selected client emails only. Incoming replies/leads appear in Gmail Inbox.
Automatic Client Campaign
Upload client list and send controlled email batches with a live countdown timer.
This panel uses the imported contractor/client database, sends in controlled batches, and marks each record as Pending, Contacted, Failed, Paused or Completed.
Client List + Campaign Settings
Safety rule: records marked Do Not Contact are skipped automatically. Default is 5 emails every 15 minutes. To add more contacts while running, import them and click Add New Contacts to Active Campaign.
Campaign Status
Auto mode: the next batch sends automatically when this timer reaches zero.
Continuar Campaña
Use esto solo si la campaña se paró. Escriba el último número que ya salió y presione Continuar Campaña. Ejemplo: si el último fue 550, el próximo será 551.
El sistema también actualiza este número automáticamente cuando confirma cada batch.
Next Recipients
Email Inbox
Receive and review PALMA incoming emails.
This panel reads the latest messages received by palmahighgrade@gmail.com through Gmail IMAP. Use the same Google App Password used for sending.
Inbox Controls
Account: palmahighgrade@gmail.com
Website: hellohighgrade.com
Latest Incoming Emails
Follow-Ups
Track contacted, follow-up and hot opportunities.
Contacted
Follow-Up
Interested / Proposal Sent
Database
Saved CRM records.
Data is saved in browser localStorage and synced to the server JSON database when the server is running.
Sales Pipeline
Leads
Estimates
Projects
Attachment Manager
Manage the automatic PDF attachment.
Upload, select, turn ON/OFF, or delete the PDF that can be attached automatically to outreach, test emails and campaign batches.
Current Attachment
Only PDF files are accepted. The file is saved inside the docs folder.
Available PDF Files
Settings
Email server, login and configuration test.
Run this program with RUN_PALMA_CRM.cmd, not by opening index.html directly.
Server / Email Test
Checking server...
.env Required
EMAIL_USER=palmahighgrade@gmail.com EMAIL_PASS=YOUR_GOOGLE_APP_PASSWORD CRM_USER=admin CRM_PASS=1234 PORT=3000
Official website: hellohighgrade.com