Vortex Wealth CRM — Admin dashboard

Total leads

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New · 24h

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New · 7d

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Active pipeline

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Expected £ (forecast)

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Deposits · 30d

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Deposited £ (realised)

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Conversion rate

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Lead stages

Email delivery Last 24h

Live status from Resend webhooks

Full report →

Total sent

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Delivered

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Opened

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Clicked

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Bounced / failed

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⚠

Needs your attention 0

Escalated leads — broker has flagged or auto-escalation has triggered

Pipeline stages Live funnel · click a stage to expand

Sources Last 30d

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Numbers reported unreachable

Lead	Bad number	Email	Broker	Reported	Recovery email
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Calls Last 24h

Pulled from CloudTalk · contact rate, volume, currently-active calls

Total calls

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Answered

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Missed

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Contact rate

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Active calls > 3 min

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Per broker

Sorted by total · click name to filter the lead view

Broker	Status	Allocated	Warm	Never called	Stale >3d	Calls	Calls/lead	Answered	Contact %	Talk	Avg call	Long	Short	Unique	Time-to-1st	Warm/100	Peak	Out/In

Click any row for a full broker report.

Leads needing attention 0 overdue

Lead	Broker	Stage	Activity	In stage

Broker performance All time

Forecast vs actual deposits

Each closed deal compared to the broker's pre-close forecast

Client	Broker	Closed	Forecast	Actual	Variance
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Totals			—	—	—

Recent activity

All leads

Lead	Broker	Stage	Source	Value	Hours

Pipeline overview