Dashboard access
Sign in to the ClientNex dashboard.
Use the admin password or a staff login to open the same dashboard workspace.
Lead command center
ClientNex Lead Engine
Qualified requests
Lead inbox
Use CRM Import for Google Sheets cleanup and CRM upload. Use Events for signatures, progress, payments, and intent activity.
Team access
Staff permissions
Online signatures
Signed agreements
Broker-managed service status
Partner updates to ClientNex
Fast compliant prospecting
Daily intent sweep
Use these links to find public buying signals, then reply manually with a helpful note and send people into the ClientNex opt-in funnel. Do not scrape private contact info or auto-text people without consent.
Daily task list
Run the sweep, queue intent, approve manually.
- Choose today's focus. Pick one service and one market so the sweep stays tight.
- Open intent links. Use the Google, Reddit, and local group links below to find public buying signals.
- Collect public signals only. Copy the public post text, note, or URL. Do not collect private contact info.
- Analyze intent. Paste the item into the monitor, choose service and market, then create a review item.
- Review the score. Prioritize high-intent items and reject weak, spammy, or off-topic signals.
- Approve before outreach. Only after approval, copy the suggested reply and manually send it from the original platform.
- Track what converts. Use the generated landing-page link so source and campaign data are saved with new leads.