UndrAds | Sales CRM

0 Leads

Lead

Total: $0 | W: $0

Connection Made

Total: $0 | W: $0

Proposal Sent

Total: $0 | W: $0

Agreement Sent

Total: $0 | W: $0

Churned (Sales)

Total: $0 | W: $0

Onboarding Requisite

Total: $0 | W: $0

Onboarding

Total: $0 | W: $0

Live Unstable

Total: $0 | W: $0

Live Stable

Total: $0 | W: $0

Churned (Ops)

Total: $0 | W: $0

Sales Analytics

Active Deals

Total Pipeline

Expected Rev

Closed Won

Win Rate %

Activity Volume (This Month)

Leads Created

Publishers Added

Contacts (POCs) Created

Meetings Booked

Deals count by Stage

Pipeline Value ($) by Stage

Deal Status (Win / Loss Ratio)

Deals by Product Type

Salespeople Performance

Salesperson	Active Deals	Meetings (Month)	Leads (Month)	Pubs (Month)	POCs (Month)	Closed Won Value

Business Directory

Manage company profiles and points of contact

Company Name	Owner	Phone	Website	LinkedIn	Downloads (Monthly)

Frequently Asked Questions (FAQ)

Everything you need to know about the UndrAds Sales CRM platform

📋 Form & Mandatory Fields

What fields are required to create a Publisher (Company)?

To register a new company/publisher profile, the following fields are strictly mandatory:

Company Name: The official name of the publisher.
Owner: The salesperson responsible for managing this publisher.
Website: The primary domain URL (e.g., publisher.com). Note: The website domain must be unique; duplicates are not allowed.
Primary Contact (POC): A Point of Contact must be associated with the publisher. If no POC exists, you can click + New to create one inline.
Game HQ (Country/City): The physical headquarters location of the publisher.

All other fields (such as phone, LinkedIn, App Store/Play Store URLs, billing address, etc.) are optional.

What fields are required to create a Point of Contact (POC)?

To register a contact person, the following fields are mandatory:

First Name & Last Name: The contact's full name.
Title / Role: The job role or title (e.g., Ad Ops Director or UA Manager).
Owner: The salesperson who owns the contact relationship.

You can optionally link a POC to an existing Publisher. Other contact coordinates (Email, Mobile, LinkedIn, Telegram, Zalo, Teams, mailing address) are optional but highly recommended.

What fields are required to create a Deal / Lead?

To register a new sales opportunity (lead/deal) on the Kanban pipeline, the following fields are mandatory:

Deal Name: A descriptive title for the deal.
Owner: The salesperson running the deal.
Publisher / Company: The associated company (select from registered publishers).
Amount ($): The gross deal amount/value.
Closing Date: The anticipated target date for closing the deal.
Stage: The current step in the pipeline (defaults to Lead).
Product: The monetization product (select from Applovin MAX, AdMob Adapter, H5 AdX, Website AdX, Website HB, Video VAST).

Note: If you set the stage to Onboarding, all Ops Onboarding fields (Child Network Code, MCM Email, Revshare %, and Communication Channel) also become mandatory to push the card.

⚡ Automated Pipeline Workflows

How does the automatic creation of cards in the Onboarding pipeline work?

Moving a lead to the Onboarding stage automatically triggers a backend transition that creates a corresponding card in the Ops Onboarding board. Here is how it functions under the hood:

Stage Trigger: When you drag a card to Onboarding in the Sales pipeline (or set its stage in the edit dialog), you will be prompted to enter additional onboarding parameters (Child Network Code, MCM Email, Revshare %, and Communication Channel).
Database Hook: A Firestore database Cloud Function trigger runs on the backend. It verifies that the lead's stage is transitioning to onboarding and that onboardingCreated is falsy.
Naming Convention: The new card created on the Ops Onboarding Kanban board is automatically named after the Publisher Name (e.g., Gaming Hub) to keep operational tasks publisher-centric. If the publisher name is missing, it falls back to the App Name, then the Deal Name.
Audit Trail:
- A system comment is automatically appended in the Ops Onboarding account comments history: 🤖 System: Automatically created from Sales Lead "[Deal Name]" (App: "[App Name]") (Owner: [Owner Email]).
- A corresponding system comment is created in the Sales Lead: 🤖 System: Lead reached Onboarding. Created onboarding card "[Publisher Name]" in Ops Pipeline..
Linking & Flags: The Sales Lead is updated with onboardingCreated: true and onboardingAccountId: [OpsCardId] to prevent duplicate creation.
Deletion Recovery: If the operational onboarding card is deleted on the Ops board, a deletion trigger resets the lead flags in the Sales CRM (sets onboardingCreated: false, clears the ID, and adds a comment notifying the sales team) so it can be pushed again if needed.

🔌 LinkedIn Chrome Extension

What is the LinkedIn Tracker Chrome Extension?

The Undrads CRM LinkedIn Tracker (v1.3.0) is a custom-built Chrome extension that integrates your LinkedIn outreach messages and InMails directly with the Sales CRM. It scans active messaging windows on LinkedIn and automatically archives matching client touchpoints under the corresponding Sales Lead in Firestore.

How to install and set up the LinkedIn Chrome Extension?

Follow these simple steps to install and activate the extension on your computer:

Download the Extension: Click the button below to download the extension ZIP archive. Save it to your computer.
⬇️ Download LinkedIn Extension
Extract the files: Locate the downloaded chrome-extension.zip and extract its contents into a dedicated folder (e.g., a folder named Undrads-Extension).
Open Extensions page: Open Google Chrome and navigate to chrome://extensions/ in your address bar.
Enable Developer Mode: Toggle the Developer mode switch in the upper-right corner of the Extensions page.
Load Unpacked: Click the Load unpacked button that appears in the upper-left corner.
Select Folder: Browse and select the extracted folder (the one containing manifest.json). The extension will install immediately.
Log In / Handshake: Keep your Undrads CRM web tab open. The extension will automatically handshake with the tab, capture your auth credentials, and update its sync credentials in the background.

Once installed, whenever you converse on LinkedIn with a point of contact whose profile URL matches a POC in the CRM database, a floating overlay (Undrads CRM Sync) will appear in the bottom-right of LinkedIn, showing whether the profile is matched, and automatically syncing chat history to the lead's communication timeline.

🔌 Model Context Protocol (MCP) Server

What is the CRM MCP Server?

The Model Context Protocol (MCP) server connects the CRM database directly to AI coding tools and assistants (such as Cursor, Roo Code, Cline, or Claude Desktop). This allows AI assistants in your IDE to safely fetch leads, update stages, add notes, and perform bulk operations on the CRM database on your behalf.

What tools are available via the MCP server?

The undrads-crm MCP server exposes 10 tools to AI agents:

list_leads: Lists and filters all deals/leads in the database. Supports pagination and desc sorting.
list_publishers: Lists all publishers (companies) in the database with sorting and pagination.
list_pocs: Lists all Points of Contact (POCs) in the database with sorting and pagination.
update_lead_stage: Updates a deal's stage (e.g., to connection-made, onboarding) and writes a system audit trace.
add_deal_remark: Appends text notes to a lead's history.
search_publishers: Searches publishers by name or domain.
search_pocs: Searches contacts by name or email.
create_publisher: Creates a new publisher with website/location validation.
create_poc: Creates a point of contact.
create_lead: Creates a new opportunity card on the board.

🔧 Setup & Connection Instructions for AI Tools

This CRM includes a Model Context Protocol (MCP) server that is fully cloud-hosted. It enables AI assistants (like Claude or Antigravity) to view and modify the CRM database securely over HTTPS using SSE (Server-Sent Events) with zero local files or keys required.

1. Select Your AI Tool

2. Setup Instructions

Connect your Antigravity IDE to the cloud CRM database:

1 Open your Manage MCPs tab in Antigravity

2 Click View raw config at the top

3 Paste the following JSON block under mcpServers

💡 No Node.js or proxy required — Antigravity connects directly over HTTPS.

📊 CRM Snapshot

How does the CRM Snapshot work?

The CRM Snapshot is a dynamic historical analysis tool accessible via the 📊 CRM Snapshot... dropdown in the top header of the Pipeline. It allows you to select any month in the last year to inspect pipeline performance for that period:

Active Leads Identification: The system automatically extracts all deals that were either created in that month, updated in that month, or had a closing date within that month.
Won / Lost Metrics: By analyzing stage transition audit trails in lead comments, it categorizes leads into:
- New Leads: Deals created during that calendar month.
- Closed Won: Deals that transitioned to onboarding, live-unstable, or live-stable in that month.
- Closed Lost: Deals that transitioned to churned-sales or churned-ops in that month.
Audit Timeline: Aggregates all transition audit comments (e.g., assignee movements) in chronological order for that month.
Salesperson Filter: Filters the entire snapshot view to display metrics and lists for a specific salesperson.

🔍 Search & Sort Operations

What search and sort options are available in the Pipeline view?

The main Pipeline board supports the following filters and ordering controls:

Salesperson Filter: Select a team member to only show deals assigned to them.
Search Bar: Type keywords in the search bar. It performs a case-insensitive check matching your query against:
- Deal Name
- App Name
- Associated Publisher (Company) Name
Sorting options:
- Sort: Created Date (Default: descending, newest leads first).
- Sort: Alphabetical (A-Z by Deal Name).
- Sort: Closing Date (Ascending, earliest closing dates first).
- Sort: Expected Revenue (Descending, highest expected revenue first).

What search options are available in the Business Directory?

The Business Directory is split into two panes, each supporting dynamic search as you type:

Companies (Publishers) Pane: Searches and matches against:
- Company Name
- Website Domain
- Owner Email
Results are automatically sorted alphabetically (A-Z) by Company Name.
Contacts (POCs) Pane: Searches and matches against:
- Contact Full Name (First + Last Name)
- Associated Company Name
- Email Address
Results are automatically sorted alphabetically (A-Z) by Contact Full Name.

Email Campaigns

Create and track personalized email outreach campaigns

CAMPAIGN NAME	TARGET TYPE	SENT	OPEN RATE	DATE CREATED	ACTIONS

1. Campaign Details

2. Select Targets

3. Review & Rules

Campaign Name *

Who is this campaign for? *

Target Selection Method

Manual Lists

Filter & Select Targets

0 selected

	NAME	OWNER	DETAILS