Leads 0
Clients 0
Trials 0
Revenue $0
Quick Add
Pipeline View
Storage
Pipeline
Clients
Converted accounts β€” track orders & revenue
Zones
Group leads by area β€” plan your visits
1-Month Trials
Product left with vendor β€” go talk to them when timer hits zero
Follow-up Trial end Event
Sales Reps
Influencer Tracker
0
Open leads β†—
0
Follow-ups today β†—
0
Active trials β†—
0
New leads β†—
$0
Pipeline value β†—
0
Converted β†—
Upcoming events β€” next 7 days
⚠ Trials expiring soon
Focus areas
Goals
Owner notes β€” today
Recent wins πŸŽ‰
Events
Booths, pop-ups, markets β€” anywhere you show up to promote Joule
Reports
Performance analytics & business intelligence
Settings
Manage your dropdown categories β€” add options, remove unused ones
New lead
Business name
Type
Status
Zone
Rep assigned
Contact name & info
Follow-up date
Products
Last action / outcome
Notes
Start product trial
Business name
Type
Zone
Trial start date
Contact person
Products left
Notes
New zone
Zone name
Visit notes
Add influencer
Handle
Platform
Followers
Status
Niche / vibe
Notes
Add sales rep
Full name
Contact / @handle
Start date
Notes
Add client
Business name
Type
Rep who closed
Contact
Zone
Products / Order
Notes
Log revenue
Amount ($)
Note
Date
Add focus area
Description
Status
Log a win πŸŽ‰
Win
Date
New event
Event / venue name
Date
Status
Location
Notes
Detail
Welcome to Joule BD β€” first-time setup
This is your first time opening Joule BD on this server. Create the admin account to get started β€” this will generate the master API key for the workspace.
Admin name
Admin email
πŸ‘₯ Invite Users
Current access
Invite new user
Name
Email
Role
Access expires
βš™ API Setup
Your API credentials
API Key
API Secret
Test connection to external app
Webhook URL (for incoming CRM events)
βœ“ How to connect to other apps
Use your API Key as a Bearer token. Send a POST to the Test URL above to verify the connection. The API exports your live CRM data as JSON β€” compatible with Zapier, Make, n8n, or any REST client.
POST https://your-app.com/webhook
Authorization: Bearer YOUR_API_KEY
Content-Type: application/json

{ "event": "lead.created", "data": { "name": "...", "status": "cold" } }
Available data endpoints: /leads, /clients, /trials, /events, /reps β€” all return live JSON from your CRM state.