CRM

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This bit's just for the team.

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Booked call (Calendly)Follow-up reminder

Leads — last 30 days

Pipeline funnel

By algorithm

By source

By page

Your profile

Set your name so the team can see who did what — replies, emails and stage changes all show "· your name" next to them.

Email sending

Powers your new-lead alerts, the confirmation emails leads receive, and the emails you send from a lead's page.

Tip: this is just where replies land. Using MailerSend for inbound? Put your inbound address here, e.g. leads@inbound.reply.trenex.tech.

Calendly

Connect Calendly and booked calls land on the calendar here, with the lead marked Call booked automatically.

Lead replies in the dashboard

Optional. Shows leads' replies on each lead's card and keeps a copy in your Outlook. A free MailerSend account catches replies on a reply.trenex.tech subdomain — Resend keeps doing your sending, and your normal trenex.tech mail and Outlook are left untouched. Tap Setup guide for the exact steps. If you'd rather just get replies in Outlook, set "Replies go to" above and skip this.

Email templates

The wording that goes out to leads. The built-in ones (enquiry + booking confirmations) are managed by the owner, but anyone can add their own templates to reuse when emailing a lead. Placeholders like {{firstName}}, {{algo}} and {{bookCallButton}} fill in per person, and every email carries your Trenex logo and branding.

Your templates
Edit
{{firstName}}{{fullName}}{{algo}}{{budget}}{{callTime}}{{bookCallButton}}

Your data & security

Every CSV export includes your Google Ads data — the Google click IDs plus any campaign and UTM tags saved with each lead — so you can upload conversions back into Google Ads and see which ad brought each person in.

Stage

Email conversation
History
Lead details & message
Remind me to chase this
Notes

Send an email

From your branded Trenex address — the reply comes back into this lead's conversation.

Tap to insert:
{{firstName}}{{fullName}}{{algo}}{{budget}}{{bookCallButton}}