BSD Labs CRM
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Dashboard
Tasks Due Today
Recent Activity
Contacts
Import CSV
Brands
Dispensaries
Growers
Orders
Products
Leads
Kanban
List
+ Lead
Activities
📞 Log Call
Import Transcript
Import customers from CSV
Upload a dispensary outreach CSV to create or update contacts and link dispensaries.
Import CSV
Import an Astari AI Recorder transcript to create a meeting activity.
Title *
Contact *
Lead (optional)
— None —
Transcript *
Tap to upload .txt file, or paste below
Import Transcript
Reports
Calendar
‹
›
Dashboard
Contacts
Brands
Dispensary
Growers
Orders
Products
Leads
Activities
Import
Reports
Calendar
Admin
User Management
↻ Refresh
+ Add User
Sales Cadences
Manage
Cadences auto-schedule tasks when a lead enters a stage. Tap Manage to create or edit.
🔔 Pushover
Save
App Token
Recipients
+ Add Recipient
Add User
✕
Username
Display Name
Role
User
Admin
Password
New Password
(leave blank to keep current)
Save User
Add Contact
✕
Name *
Company
Phone
Email
Address
Source
— Select —
Referral
Website
Cold Outreach
Event
Social Media
CSV Import
Other
Tags (comma separated)
Notes
🔒 Admin Notes
(not visible to other users)
Portal access
Dispensary contact can track orders at
/portal
Enable portal login
Set / reset PIN
Save Contact
Contact
Edit
✕
Add Brand
✕
Brand Name *
Company / Licensee
Category
— Select —
Manufacturer
Cultivator
Retailer
Distributor
Wholesaler
Marketing / Brand
Other
Website
Products
CRM Contact
Logo & Picture
Logo
🏷️
Tap to upload
Picture
📷
Tap to upload
Phone
Email
Address
Key Contact (free text)
Tags (comma separated)
Notes
Save Brand
Brand
Edit
✕
Add Dispensary
✕
Dispensary Name *
CRM Contact
Links this store to a person in Contacts
License #
Status
Prospect
Active
Inactive
Website
Phone
Email
Address
City
State
Tags (comma separated)
Notes
Save Dispensary
Dispensary
Edit
✕
Add Grower
✕
Grower / Cultivator Name *
CRM Contact
Links this grower to a person in Contacts
License #
Status
Prospect
Active
Inactive
Website
Phone
Email
Address
City
State
Tags (comma separated)
Notes
Save Grower
Grower
Edit
✕
Add Product
✕
Product Name *
SKU *
Brand
Category
— Select —
Flower
Pre-Roll
Vape
Edible
Concentrate
Topical
Other
Unit Price ($)
Unit
Description
Active (orderable)
Save Product
New Order
✕
Dispensary
CRM Contact
Brand (optional)
Status
Draft
In Process
At Lab
Passed
Packaging
Shipping
Delivered
Cancelled
Order / Request Date
Line items
+ Line
Product
SKU
Qty
Price
Total
Total:
$0
SKU maps to Distru products when we wire sync.
Notes
Save Order
Order
Edit
✕
Add Lead
✕
Title *
Contact
Value ($)
Stage
New
Contacted
Qualified
Proposal Sent
Negotiating
Won
Lost
Source
— Select —
Referral
Website
Cold Outreach
Event
Social Media
Other
Probability (%)
Close Date
Notes
Save Lead
View / Upload Documents
Add Activity
✕
Type
📞 Call
📧 Email
📝 Note
✓ Task
🎥 Meeting
Title *
Contact
Lead
Due Date
Body / Notes
🔔 Pushover Reminder
Send To
Date & Time
Save Activity
Documents
✕
Upload File
Log Call
✕
Contact
Lead (optional)
Outcome
📞 Reached
📞 No Answer
📞 Voicemail
📞 Callback
Quick Notes
Schedule follow-up task
Save Call
Why did you win?
✕
Select the primary reason to track patterns over time.
Additional notes (optional)
Confirm
Sales Cadences
✕
Cadences auto-schedule follow-up tasks when a lead enters a stage.
+ New Cadence
New Cadence
✕
Cadence Name
Trigger Stage (apply when lead enters)
New
Contacted
Qualified
Proposal Sent
Negotiating
Steps
+ Add Step
Save Cadence
Import Customers CSV
✕
CSV file
Tap to choose a .csv file
Duplicates
Update existing (merge notes/tags, fill blanks)
Skip duplicates
Always create new
Match by email (case-insensitive) or company + name.
Import contacts
+