1. What Reporax Is

Reporax (formerly Client Manager Pro) is a lightweight CRM and follow-up system for solo reps and small teams. It runs in your browser as a PWA, stores data locally, and uses Smoke for encrypted cloud backups.

• Capture and organize leads and clients.
• Track tasks, follow-ups, and appointments.
• Send messages quickly using templates.
• Use the AI Agent to create/update leads, tasks, and strategies.

2. Install & Sign In

1. Open the Reporax URL in Chrome, Edge, Brave, or Safari.
2. On the login screen, click Sign Up and create an account with your email and password.
3. Optionally install as an app (PWA):
   • Desktop: use the “Install app” icon in the browser bar.
   • Mobile: use “Add to Home Screen” from the browser menu.

3. Main Navigation

The bottom navigation gives quick access to:

• Dashboard – high-level stats and overview.
• Add Client – intake form to add or edit a contact.
• Send Invite – Zoom/email/SMS invite generator.
• Clients+ – main client/lead dashboard.
• Tasks – kanban-style task board.
• Calendar – follow-ups and appointments.
• Training – Training Center modules and lessons.
• Help – this user manual.
• AI Agent – chat assistant (Pro).
• My Info – your rep/contact card.
• Settings – app, AI, and training settings.

4. Add Your First Client

1. Tap Add Client.
2. Fill in name, email, phone, category, priority, lead source, tags, and notes.
3. Optionally set a follow-up date.
4. Click Save. The client will appear in Clients+.

Tip: On first login, you can install demo leads so you can explore the app with sample data.

5. Manage Clients in Clients+

• Use search, category, and tag filters to find the right leads.
• Click a row to open the client drawer for notes, tasks, and actions.
• Use tags like veteran, small_business, or demo to group leads.

6. Client Drawer: Notes, Tasks, & Actions

In the client drawer you can:

• Add notes and view the full note history.
• Create and complete tasks with due dates.
• Send email/SMS or call the client via the action buttons.
• (Pro) Apply email/SMS templates to pre-fill messages.
• (Pro) Record voice notes and optionally transcribe them.

7. Tasks, Follow-Ups & Calendar

• Use the Tasks screen to see today, overdue, and upcoming tasks.
• Use the Calendar screen to view follow-ups and appointments on a calendar.
• Tasks and events come from manual entries and (Pro) AI automations.

8. Client Invite (Zoom / Email / SMS)

1. Open the Send Invite tab.
2. Select an existing client or type their info.
3. Choose meeting day and time and add a Zoom link.
4. Click Generate & Send to build an email + SMS invite.
5. (Pro) Use AI Generate or Templates to customize the message.
6. Use Open Email or Open SMS to send via your device.

9. Templates & Scripts (Pro)

Templates live under Training → Templates & Scripts and can be used to:

• Pre-fill SMS messages in the client drawer and Client Invite.
• Pre-fill email drafts for invites and follow-ups.
• Seed AI prompts in the AI Agent chat.

Placeholders like {{first_name}}, {{your_name}}, and {{company}} are automatically filled when you apply a template.

10. AI Agent (Pro)

• Open the AI Agent tab to chat with your workspace assistant.
• Choose a mode (Full, Debug, Silent) and persona (e.g., Sales Copywriter).
• Optionally choose a Client Context so the AI focuses on one lead.

Example prompts:

• “Create a new lead for James Holloway, tag him ‘veteran’, and set priority to high.”
• “Update the lead Maria Sanchez to interested with a follow-up tomorrow at 10am.”
• “Review my leads and create follow-ups this week for the top 3.”

11. Training Center

Use the Training tab to step through modules like:

• Getting Started
• Contacts & Leads
• Follow-Ups & Tasks
• Appointments & Invites
• AI Agent Training
• Pro Features
• Templates Library

Each lesson explains the feature, links to resources, and lets you mark it complete.

12. Settings & Pro Plan

• General: default screen and demo data controls.
• AI: provider, models, plan status, AI time settings, and learning resources.
• Training: add your own images, videos, and links to modules.
• Speech: enable transcription and manage recordings (Pro).

Pro unlocks the AI Agent, templates, AI invite drafting, voice notes + STT, and more.