Skip to main content
CPV (CRM Pro View)

Your whole CRM. One live console.

CPV puts customer intel, a reactive inbox, your live pace, commission, failure tracing, and inventory search on one screen, so you stop tab-hopping through your CRM to find the same six things every hour.

What CPV is

CPV is a live operator console built into JOEY: three resizable columns (a left rail of customer panels, your CRM in the middle, a right rail of operations panels) that sit on top of your real CRM data. It is included on the Pro plan ($200 a month) and every plan above it.

What it does for a salesperson

Every panel in CPV answers a question you would otherwise dig for across several CRM tabs: who is waiting on you, what do you know about them, are you on pace, and what is in the lot that fits them. CPV is read only -- nothing on this screen can message a customer by itself. Every send still goes through the same confirm step as the rest of JOEY.

When to use it

CPV is not a once-a-day report. It is meant to stay open in a tab through your shift.

First thing in your shift

Open CPV before you open your CRM. The Reactive Inbox already tells you who is waiting, and the Now view already tells you what happened while you were out.

Mid-call, with a customer on the line

Pull up Customer Intel while you talk so you are not asking a lead to repeat what they already told you, or told JOEY.

Matching a customer to a unit

Search Auto Inventory and pull the Vehicle Cheat Sheet for a real spec sheet, without leaving the console to open a second tab.

Checking where you stand

Switch to the Pace view for speed-to-lead, engaged rate, and commission against goal, any time in the shift, not just at the end of it.

See it, capability by capability

Real screenshots of the actual console, not mockups. A slot below is labelled "pending capture" until the real image is taken and dropped in -- see src/data/cpvScreenshots.ts. Nothing here is illustrated or faked.

The whole console

Customer intel, the reactive inbox, your pace, and inventory, all on one screen instead of a dozen CRM tabs.

The CPV console showing the left rail, the live CRM stage, and the right rail together

Customer Intel

Live deal intel and full history for whichever lead is focused, without leaving the console.

The Customer Intel panel showing a focused lead and their deal history

Reactive Inbox

Everyone waiting on a reply, newest first, with how long they have waited.

The Reactive Inbox panel listing customers waiting on a reply, newest first

Notifications

Opens, clicks, browsing, new leads, and assignments as they happen.

The Notifications panel showing a live feed of lead activity events

Pace and Speed

Speed to lead, response times, call length, and engaged rate.

The Pace panel showing speed-to-lead and engaged-rate numbers for the day

Commission

Today, the month, and your pace against goal.

The Commission Tracker panel showing today, month-to-date, and pace against goal

Failure Trace

Every rejection and why, so nothing fails quietly.

The Failure Trace panel showing a logged send failure and its reason

Inventory and Cheat Sheet

Search the lot and pull a full spec sheet on any unit.

The Auto Inventory search panel next to the Vehicle Cheat Sheet for a matched unit
Included on Pro and up

CPV unlocks on the Pro plan ($200 a month) and every plan above it. If your CRM is not yet connected, CPV tells you that honestly and shows what turns on once it is, instead of showing borrowed or placeholder data. Open CPV from your dashboard any time to check your own state.

Ready to see your own CRM this way?

Get started on Pro, backed by a 30-day money-back guarantee, and open CPV with your own data from the first day.