| Name | Type | Status | Due | Priority |
|---|
| Name | Type | Status | Tier | Plan / focus | Annualized premium | Contact | Key dates | Priority |
|---|
| Month | New Annualized Premium (₱) | Case Count Credit |
|---|
Tier qualification rules
Set what it takes to reach each tier. Rules run against each client's own numbers. Rename tiers to whatever your unit already calls them.
Preview
How your book redistributes if you apply these rules right now.
Bring data in
The first row must be column headers. Names matching the list below map automatically; anything else is ignored. Works with a Google Sheet downloaded as CSV.
Take data out
Download your records, or start from a blank template with the exact headers this CRM expects. Open it in Google Sheets, fill it in, then bring it back.
Last export: never
Full backup & restore
A CSV only carries the columns above. A backup file carries everything — records, notes, touchpoint history, goals, tier rules, templates, and settings — so you can move to a new phone or laptop and pick up exactly where you left off. Do this monthly.
Connect a Google Sheet
Paste the link to your Google Sheet and this CRM can read it directly — no script, no setup. The sheet must be shared as Anyone with the link — Viewer, and the first row must be the column headers from the template.
No sheet linked yet
Sending changes back
A link on its own is read-only — Google will not let any web page write into your sheet without you signing in, and that is a good thing. To update the sheet, export from Import & Export and paste into it, or set up the optional two-way bridge below if your unit wants live writes.
Optional: two-way bridge for Unit Managers
In your sheet go to Extensions → Apps Script, paste the code below, then Deploy → New deployment → Web app, run as Me, access Anyone. Paste the resulting /exec link here and the Push button turns on.
Send a batch
Walk through everyone due for a touchpoint one at a time. Anyone already greeted for that occasion this year is skipped automatically.
Branch templates
Approved wording issued by the branch. Agents can use these but not change them. Unlock with the branch PIN to edit.
My templates
Your own wording, in your own voice. These stay on your device and are never sent anywhere on their own.
Display
Where your data lives
Records are stored in this browser on this device only. Nothing is uploaded anywhere unless you export a file or connect a sheet. Clearing your browser data will erase them, so export regularly.