Go M-Pact CRM
Mockup Index
All screens for Mike Moulder's coaching CRM. Click any card to preview.
Main Screens
Screen 1
Dashboard
Book of business at a glance — needs attention, pace vs goal, full roster
Screen 2
Client List
All active clients — filterable by track (Agent / Team / Leadership)
Screen 3
Contacts
Master database — every person Mike knows, status-driven, never deleted
Client Detail — Amy Lucas (Agent)
Tab 1
Overview
Goal progress, key stats, recent trend, last call snapshot
Tab 2
Performance
Monthly production data, YTD totals, YOY comparison
Tab 3
Zoom Calls
Coaching call summaries with key topics and action items
Tab 4
Notes & Insights
Coach notes plus AI-surfaced patterns and recommendations
Tab 5
Profile
Contact info, 2026 goals, personal details, intake status
Couple / Team Detail — Tricia & Ralph (Couple)
Tab 6
Members
Per-member stats and contribution split (couples and teams only)
Admin Screens
Screen 4
Unmatched Imports
Review queue for KW report rows that couldn't be auto-matched to a client
Screen 5
Audit Log
Who changed what, when — identity edits highlighted
Screen 6
Settings
Status pipeline, custom fields, users — configurable as Mike's process evolves