Dashboard
Live overview of sales, marketing, and team activity.
Contacts
0 contacts in your workspace
| Name | Tags | Stage | Owner | Value |
|---|
Showing 0 of 0
Lead Management
0 active leads across the lifecycle
| Lead | Score | Stage | Source | Owner | Next follow-up |
|---|
Opportunities
$0 across 0 open opportunities
Calendar
0 upcoming appointments
Month
Upcoming
Calendars
Conversations
Unified inbox — message and log activity per contact.
Select a conversation, or start a new one.
Launchpad
Get Markinity set up and running.
0% complete
0 of 0 steps done
Setup checklist
Quick actions
Add contactCreate a new lead
New opportunityAdd a deal to a pipeline
Book appointmentAdd a calendar event
Start conversationMessage a contact
Import contactsUpload CSV or Excel
View dashboardSee your numbers
Connect your accounts
Automation
Trigger-based workflows that run automatically.
Actions run instantly while Markinity is open — tags, stages, owners, tasks, notes, opportunities, webhooks, and real Email / SMS / WhatsApp (when Gmail / Twilio / WhatsApp are connected). Time delays (Wait, Wait-until, Birthday) and 24/7 triggering need the scheduler worker.
| Workflow | Trigger | Steps | Runs | Published |
|---|
Marketing
Email & SMS campaigns, social planning, and templates.
Sends deliver via connected Gmail / Twilio / WhatsApp and log to each contact’s timeline. Scheduled campaigns fire while the app is open (24/7 needs the scheduler worker).
| Campaign Name | Channel | Audience | Recipients | Last Updated | Status |
|---|
Payments
Invoices, products, and revenue tracking.
Revenue (paid)
$0
Outstanding
$0
Overdue
$0
Total invoices
0
| Invoice # | Client | Amount | Issued | Due | Status |
|---|
Reputation
Monitor and request reviews.
Average rating
0.0
☆☆☆☆☆
0 reviewsRating distribution
Recent reviews
Reporting
Full activity tracking across email, SMS, WhatsApp, social, contacts, pipeline and revenue.
Communication by channel
Social engagement
Pipeline by stage
Contacts by source
Team leaderboard
| Owner | Contacts | Open deals | Won | Revenue |
|---|
Revenue breakdown
Appointment status
Forms & Lead Capture
Build forms that create contacts and trigger automations.
| Form | Type | Fields | Submissions | Status |
|---|
Sites & Funnels
Landing pages and conversion funnels.
| Funnel | Pages | Visits | Conversions | Status |
|---|
Memberships
Courses, communities and gated content.
| Course | Lessons | Students | Status |
|---|
Media Storage
Upload and manage images, documents and assets.
Files are stored as references in Firestore. For large file hosting, connect Cloudflare R2 or Firebase Storage (Blaze plan).
| File name | Type | Size | Uploaded |
|---|
Settings
Manage your workspace, team, and integrations.
Coming soon
This module is coming next — Dashboard and Contacts are live now.