Adeptus Millwork Portal Dashboard
Good morning
Welcome to the Portal
Your operations hub for CRM, estimating, orders, and team management — everything in one place.
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Active Contacts
Coming in Phase 2
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Open Estimates
Coming in Phase 2
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Pending Orders
Coming in Phase 2
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In Production
Coming in Phase 2
CRM
Manage contacts, accounts, and opportunities. Track your sales pipeline and customer relationships from first contact through close.
Go to CRM
ESTIMATING
Create and manage estimates, upload project plans, and organize documents. Build accurate quotes with templates and historical data.
Go to Estimating
ORDERS
Track orders from pending through production to delivery. View by client, project, or status. Full order history and reporting.
Go to Orders
SYSTEM
Manage users, roles, and permissions. Configure the platform for your team. Administrator tools and audit logging.
Go to System
Phase 1 — Portal Framework · The navigation, security architecture, and role structure are live. Detailed functionality for CRM, Estimating, Orders, and System modules will be built in upcoming phases.