Overview
Welcome back, Paul
Your customer portal management area. This is where customers, projects, library items and events will be managed as the product grows.
What I should do today
LivePipeline value
LiveOpen pipeline£0
Weighted forecast£0
Open actions
LiveRecently viewed
Live- Nothing viewed yet
Social posts needing attention
LiveComing Soon
LivePost something customers will see on their Portal Dashboard, under "Coming Soon From Barely Artificial".
Customer Suggestions
LiveFeature requests customers submit from their Portal Dashboard appear here.
Leads
Lead Pipeline
Track unqualified prospects. Once a lead is confirmed as a genuine opportunity — budget, need and authority known — mark it Qualified and promote it to an Opportunity.
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| Lead | Customer | Project | Status | Projected income |
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Opportunities
Sales Pipeline
Genuine, qualified deals with a defined value, close date and stage — promote to a real Project once Won.
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| Opportunity | Customer | Sales stage | Forecast category | Status | Deal value | Expected close |
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Marketing
Marketing Opportunities
Track recurring places to promote Barely Artificial — Facebook groups, networking breakfasts, meetups — so you never miss a posting window.
Coming up in the next 14 days
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| Opportunity | Type | Recurrence | Next occurrence | Rating | Cost |
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Customers
Customer Management
Manage live customer organisations, access status and contact information stored in Firestore.
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| Company | Status | Projects | Portal users | Owner | Last updated | Action |
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Projects
Project Management
Track customer projects, status, ownership and customer projects using live Firestore data. Library access is managed separately.
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| Project | Customer | Status | Type | Library items | Time | Last updated |
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Library
Library Management
Upload a file or add a useful link once, then control whether it is internal, available to every customer, or shared with selected customers.
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| Library item | Category | Source | Visibility | Status | Last updated |
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Events
Customer Events
Every meeting, call or session with a customer — catch-ups, technical sessions, account reviews, scoping, training, bookings arranged via Calendly or elsewhere. Schedule a placeholder ahead of time, then come back and fill it in once it's happened.
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| Event | Type | Project | Date | Status |
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Calendar
Events
Every event in one month view.
Reports
Reporting
Report Exports
Export functionality will be connected in a future release.
Date Range
Reporting uses sample data in this release.
Company
Company Dashboard
Every company tool and service in one place — apps, booking, finance, and anything else you'd otherwise have to go digging for.
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Settings
Console Settings
Control the basic configuration for the Console and Customer Portal. These settings are placeholders for now and will be connected to Firebase later.
About
LiveConsole versionv1.2.1 – Portal Users Fix
Customer Portal versionv0.2.1 – Firebase Authentication
Build typeFirebase-backed application
Activity Log
LiveWho created, edited, archived, deleted or promoted a record, and when. Covers Customers, Projects, Leads and Events.
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Team
LiveEveryone who uses this Console. Also the source list for the Owner field on Leads, Opportunities and Customers.
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Booking
CalendlyComing Soon
Product roadmapWhat's already live, and what's on the way — this is the product roadmap, kept current as features ship. (Distinct from the "Coming Soon" widget customers see on their own Portal Dashboard, which is for your announcements to them.)
Coming soon
- Email integration — sync your inbox, log emails against the right record automatically
- Role-based permissions for your team
- Restore-from-backup safety net
- Configurable workspace — turn off the features you don't use
- Standalone CRM mode — use it with or without the customer portal
AI Features
- Customer briefing before a call — a one-click summary of where things stand, pulled from history, notes and past activity
- Follow-up email drafting — a personalised draft ready for you to review and send
- Meeting & call note cleanup — turn raw notes into a structured update
- Quick-add from unstructured text — paste a business card or email signature and get structured contact fields
- Deal risk flagging in plain English — a qualitative read on deals that need attention
- A daily "Morning Brief" summarising what needs your attention today
- Plain-English history for any record — see its whole story at a glance
Data Backup
ManualDownload a full snapshot of your live data (Customers, Projects, Leads, Marketing Opportunities, Bookings, Library, Time Sessions, Admins and Settings) as a JSON file, for safekeeping outside Firebase.
Restore from JSON
Restore records from a previously exported backup file. Each record in the file overwrites its matching record by ID — records not present in the file are left untouched, nothing is deleted. The Activity Log is never restored (it's append-only by design).
Migrate Bookings to Events
Bookings has been merged into Events — this copies every existing Booking record into Events (nothing is deleted from the original Bookings data). Safe to run more than once; already-migrated records are skipped.
Data Safety
LiveWe take the security of your data seriously, and this area is under continuous review as the platform grows. Here's what's true today:
Dedicated project per clientYour data lives in its own Firebase project, not a shared multi-tenant database — it never sits alongside another customer's data.
Encrypted storage & transitHosted on Google Cloud infrastructure (Firestore), encrypted at rest and in transit by Google's own platform defaults.
Access controlEnforced by Firestore Security Rules — customers can only read or write their own records via their Portal login; admin actions are separately gated.
Tamper-evident audit trailEvery admin create, update, delete and promote action is logged in an append-only Activity Log that cannot be edited or deleted afterwards, even by an admin.
No exposed backend serverThe app talks directly to Firebase with no custom API server in between, which keeps the attack surface small.
What we don't claim: this platform has not yet been through an independent security audit, penetration test, or formal certification (e.g. SOC 2, ISO 27001). We'd rather be upfront about that than overstate it.
Enabled Features
LiveTurn off whole sections this deployment doesn't need. Applies to this Console and its nav — Customers, Projects, Library and Events are always on.
Firebase
ConnectedAuthenticationConnected
FirestoreConnected
StorageConnected
Notifications
FutureEmail alertsOff
Booking confirmationsHandled by Calendly
Customer updatesNot connected yet
Portal branding
PlaceholderSales Pipeline
LiveDefine your own Sales Stage and Forecast Category terminology for Opportunities — add, remove, reorder, and rename to match how your team already talks about deals.
Social Media
Campaigns & Posts
Plan, create and track social posts across every platform, from first idea through to how it performed.
Needs attention in the next 14 days