Pro Beatz Entertainment

🎵 Pro Beatz Entertainment — CRM v1.0

📊 Dashboard — Pro Beatz Entertainment

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Waukee, IA

Total Clients

Booked Events

Total Gross Income

Open Inquiries

Events This Month

Completed Events

Yearly Revenue

Reminders Due

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Daily Meetings ● not linked

📅 Open Google Calendar

📋 To-Do

📅 Upcoming Events (Next 60 Days)

Client	Event Date	Venue	Package	Status

🔔 Follow-up Reminders

✓	Reminder	Client	Due Date	Stage	Action

👥 Client & Event Records

Name	Email	Phone	Event Date	Venue	Package	Status	Actions

▶ CONTACT INFORMATION

▶ PACKAGE & FINANCIALS

▶ AFTERCARE & NOTES

▶ CLIENT DOCUMENTS

PDF files only · Large files may slow the app

▶ GOOGLE DOC LINKS

Reminder Note

Due Date

Build a batch of tasks below, then click Assign to All to add them as reminders to every client currently in this stage.

▶ ADD TASK TO BATCH

Task Name

Due Date

▶ BATCH TASKS (0)

No tasks in batch yet.

Assigning to: 0 client(s) currently in this stage.

Auto tasks are offered as reminders automatically whenever a client is moved into this stage. You'll see a confirmation prompt each time so you can choose to add them or skip.

▶ AUTO TASKS FOR THIS STAGE

▶ ADD AUTO TASK

Task Name

Days from move

💡 Days from move: 0 = same day as move, 1 = next day, 3 = 3 days after, etc. The due date is calculated automatically when the client is moved in.

Select a template on the left to edit it, or click ➕ New Template.

DJ Name

Initials

Color

Gmail Accounts:

pietz95joseph@gmail.com

Joe@probeatzentertainment.com

⏳ Searching emails…

Choose a document template. The doc will be created in Google Drive, set to anyone with the link can edit, and the link will be copied for you.

⏳ Creating document…

▶ SHAREABLE LINK (anyone with link can edit)

💡 Available placeholders: {{name}}, {{eventDate}}, {{venue}}, {{musicPref}}
{{musicPref}} inserts the client's Music Preferences Google Doc link (generate via 📄 Create Doc first).

▶ COMPANY INFO (appears on every quote)

▶ PAYMENT SCHEDULE LABELS

▶ TERMS & CONDITIONS

Skip rows where client name already exists