Landed Connect

Sign in to your client relationship hub.

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Opportunity Dashboard

See what needs attention and where every opportunity stands.

Client Follow-Up Activity

Click a contact level to view those clients.

How We Are Contacting Clients

Share of logged contacts by method.

Clients by Priority

Click a count to open the client list.

Account Status

Top-of-funnel progress.

Engagement Status

Meetings, demos and proposals.

Decision Status

Current outcome or decision point.

Lost / Contact Later Reasons

Why opportunities are delayed or lost.

New Accounts Added

Automatically based on date added.

Conference Lead Performance

Leads captured through conference activity. Click a conference to see its records.

Clients & Leads

Who they are, where the opportunity stands, and what needs to happen next.

Priority Client Company / District Contact Activity Account How Contacted Engagement Decision State Next Step

Not Interested

Districts taken off the working list. Nothing is deleted — this is the pile a new salesperson works through.

A “no” is rarely permanent. Budgets reset, superintendents change, and a district that said no in March is often worth a call in September. Everything here keeps its full contact history, so whoever picks it up can see what was already said.
ClientCompany / DistrictWhy ArchivedLast contactPrevious owner

Estimate Calculator

Enter a student count and a term. The rate card does the rest.

Who is this for?

Leave this blank to quote someone who isn't in the system yet — just fill in the details below.

The numbers

% off

Contracts & Renewals

Who is a paying customer, what they owe and when it falls due.

CustomerTermBillingNext invoiceRenewsValueStatus

Team Calendar

Conferences, trainings and demos alongside every client follow-up and logged contact.

Add Client

Capture the core record once, then log every interaction in Contact History.

Client Information

Contact History

Where does that leave them?

Pipeline

Update these after logging a contact — where the opportunity stands now.

Form Submissions

Conference form entries land here first. Review each one, then convert it into a client record.

ReceivedConferenceNameOrganizationContactInterestsStatus

Import Leads

Bring conference or prospect lists into the CRM without retyping them.

⇧

Drop a CSV here or choose a file

Recognizes your existing CRM spreadsheet headings. Save Excel files as CSV first.

Import Preview

Start from a template

Download a spreadsheet with the exact column headings this importer recognises, fill it in, save as CSV, and drop it above. Imported rows start as Priority 3, Identified, Need Follow-up, Under Review — set the pipeline inside the app afterwards.

Accepted values

Anything outside these lists is rejected for that row. Leave a cell empty rather than guessing.

All recognised columns

Column order does not matter. Unrecognised columns are ignored, not an error. Only First Name and Last Name are required.

Users & Access

Add staff, assign roles and territories, and control access.

Team Directory

Goes to everyone Active below.
Add someone here first, then send them the app link and ask them to choose “First time here? Create your password” on the sign-in screen, using this exact email address. Their account links itself and they arrive with the role you set. You never handle their password. Use Copy invite to grab a ready-made message to send them. If someone signed up before you added them here, press Link waiting sign-ups.
NameEmailRoleOrganizationTerritoryLoginLast activeStatusIn the app now

Role Permissions

Enforced by the database, not by hiding buttons. Three roles, three genuinely different levels of access.
RoleBest forAccess
System AdministratorYou, and anyone who manages the systemEverything, including deleting records and managing users.
Connect ManagerEveryone doing the actual workEdit all client records and contacts, log contacts, archive and restore. Cannot delete records or manage users.
Read-Only / ViewerLeadership, board, an evaluatorView dashboards and records. Every write is refused by the database.

Manage Conferences

Set these up before you travel. Staff and booth visitors then pick from the list instead of typing a name, so every lead from one event stays findable together.

ConferenceCostLeads Lead quality QuotesContracts Cost / lead Cost / good lead Cost / contract Return

Let's Stay Connected

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