UndrAds | Sales CRM

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 28 tools to AI agents across 4 categories:

Deals & Opportunities: list_leads (with server-side filters & pagination), get_lead, create_lead, update_lead, update_lead_stage, bulk_update_leads, archive_lead, merge_leads, add_deal_remark, list_remarks.
Publishers & Companies: list_publishers, get_publisher, search_publishers, create_publisher, update_publisher, bulk_update_publishers, archive_publisher.
Contacts & POCs: list_pocs, get_poc, search_pocs, create_poc, update_poc, bulk_update_pocs, archive_poc, merge_pocs.
Signals & Intelligence: add_signal, list_signals, mark_signal_acted.

🔧 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.

📱 AppIntel & Mobile App Intelligence Hub (UndrIntel)

What is the AppIntel Intelligence Hub & Chrome Extension?

The AppIntel Hub (powered by UndrIntel) is an integrated mobile intelligence and prospecting engine built directly into the UndrAds Sales CRM. It pairs a high-velocity Chrome extension with real-time cloud data pipelines:

Chrome Extension Engine: Scrapes publisher contacts, app portfolios, country of origin, ratings, and download metrics directly on Google Play Store and Apple App Store live pages.
Real-Time Cloud Synchronization: Every lookup conducted by any sales teammate is automatically synchronized to the central database in real time—eliminating duplicate outreach and building a persistent directory of mobile app publishers.
Executive Analytics: Aggregates live studio scale tiers (Whale, Mid-Market, Growth, Indie), geographic hubs, platform distributions, and team prospecting velocity into interactive charts and downloadable datasets.

How do I download and install the AppIntel Chrome Extension?

Follow these 6 simple steps to install the extension in Google Chrome, Brave, Edge, or Opera:

Download Archive: Click the button below to download the official extension ZIP archive:
📦 Download UndrIntel Extension (.zip)
Extract the ZIP: Unpack the downloaded undrintel-extension.zip into a dedicated folder on your computer (e.g. Documents/undrintel-extension). Do not move or delete this folder after installation.
Open Extensions Manager: In Chrome, open a new tab and navigate to chrome://extensions in your address bar.
Enable Developer Mode: In the upper-right corner of the Extensions page, switch the Developer mode toggle to ON.
Load Unpacked: Click the Load unpacked button in the upper-left corner and select the extracted folder (the one containing manifest.json).
Pin to Toolbar: Click the puzzle icon 🧩 in Chrome's top toolbar, find UndrIntel - by UndrAds, and click the Pin icon 📌 for quick access.

Authentication: Once loaded, simply sign in with your @undrads.com Google account. If you are already logged into this CRM dashboard, the extension will synchronize sessions seamlessly.

Zero-Click Auto-Logging: Do I need to click the extension icon to log studios?

No, clicking the extension icon is completely optional!

UndrIntel features Zero-Click Background Auto-Logging:

Silent Background Capture: As you browse app or developer listings on Google Play or the Apple App Store, the background worker automatically extracts the studio metadata, calculates download volumes, and archives the scan to the team database.
Floating On-Page Toast: A floating notification toast automatically appears at the bottom-right corner of your screen indicating 🟢 Logged to UndrIntel along with the studio name, catalog size, and estimated installs.
When to open the popup: Click the extension icon on your browser toolbar when you want to view full email/phone/address contacts, copy information with 1-click, or explore other portfolio apps by the same studio.

How does the extension prevent duplicate outreach among teammates?

Whenever you visit an app or developer page on Google Play or Apple App Store, the extension queries the team database in real time. If a teammate has researched this studio previously, a prominent banner appears:

💡 Teammate Notice: Already researched by colleague@undrads.com on recent scans.

This ensures sales representatives never double-contact the same publisher and can coordinate internally before reaching out.

What data points are extracted from app store listings?

The extraction engine retrieves comprehensive commercial and publisher intelligence:

App Metadata: Title, store icon, primary genre/category, pricing (free vs paid), star ratings, review count, and download brackets.
Studio & Developer Details: Developer name, store ID, official website URL, verified public contact email, phone number, and physical headquarters address.
Geography Resolution: Automatic 2-tier geographic engine resolving headquarters country from physical addresses and website ccTLDs.
Portfolio Scale: Total number of published apps in their catalog and estimated total studio installs.
Teammate Attribution: Which UndrAds team member conducted the scan and exact timestamp.

What is the difference between the Studios Directory, Scan Audit Feed, and Analytics?

The AppIntel dashboard is divided into three purpose-built views:

Studios Directory: Aggregated, deduplicated company-level records. Each studio appears exactly once, displaying their primary store, scale tier (Whale >100M, Mid-Market 10M-100M, Growth 1M-10M, Indie <1M), category vertical, headquarters country, contact credentials, and research count. Clicking any studio opens the detailed Studio Dossier modal.
Scan Audit Feed: Chronological live stream of all lookup activity across the sales team, showing individual app scans, download brackets, who performed the scan, and direct store links.
Analytics & Insights: Executive dashboard featuring 5 KPI summary cards (Total Studios, Total Scans, Active Teammates, Tier-1 Hubs, Active Stores) and 5 interactive charts (Platform Split, Geographic Hubs, Scale Tiers, Top Verticals, and Scan Velocity).

How do the multi-dimensional filters and CSV exports work?

The AppIntel filter bar allows precise audience segmentation:

Store Platform: Filter by All Stores, Google Play, or Apple App Store.
Region & Country: Filter by Global Regions (Americas, Europe, Asia Pacific, MEA) and specific detected countries.
Teammates: Filter records scanned by specific colleagues.
Size Tiers: Filter by publisher scale: Whale (100M+ installs), Mid-Market (10M - 100M), Growth (1M - 10M), or Indie (<1M).
Vertical / Category: Filter by primary app category (Games, Tools, Social, Entertainment, etc.).
Time Window: Limit data to Last 30 Days, Last 60 Days, or All Time.
Export to CSV: Click 📥 Export CSV to download a clean, structured spreadsheet containing all active filtered records ready for CRM enrichment or email campaigns.

Security, Domain Access (@undrads.com) & Privacy

AppIntel adheres strictly to corporate security policies:

Domain Restriction: Access is restricted strictly to verified @undrads.com Google Workspace accounts.
Endpoint Security: Backend Cloud Function endpoints enforce Google OAuth token validation and verify the authorized email domain on every request.
Data Privacy: All research, contacts, and logs are stored exclusively in company-owned Google Cloud infrastructure without third-party tracking or data sharing.

🤖 UndrIntel Model Context Protocol (MCP) Integration for AI Tools

You can connect AI assistants (like Antigravity, Claude Desktop, or Cursor) directly to the live UndrIntel database using the undrintel MCP server:

Antigravity Setup: Add this block to your Antigravity raw MCP configuration:

"undrintel": {
  "url": "https://us-central1-app-stats-tool.cloudfunctions.net/mcpServer/sse?token=undrintel-team-access-2026"
}

Claude Desktop Universal Setup Command (Terminal / PowerShell):

node -e "const fs=require('fs'),path=require('path'),os=require('os');const p=process.platform==='win32'?path.join(process.env.APPDATA,'Claude','claude_desktop_config.json'):path.join(os.homedir(),'Library','Application Support','Claude','claude_desktop_config.json');fs.mkdirSync(path.dirname(p),{recursive:true});let c={};try{c=JSON.parse(fs.readFileSync(p,'utf8'))}catch(e){}c.mcpServers=c.mcpServers||{};c.mcpServers['undrintel']={command:'npx',args:['-y','mcp-remote@latest','https://us-central1-app-stats-tool.cloudfunctions.net/mcpServer/sse?token=undrintel-team-access-2026','--transport','sse-only']};fs.writeFileSync(p,JSON.stringify(c,null,2),'utf8');console.log('✓ UndrIntel MCP added to Claude Desktop!');"

This exposes 6 read-only tools (search_studios, get_studio_details, list_top_studios, get_scans_by_teammate, search_apps, and get_database_summary) for instant AI research.