Dashboard

Platform overview and quick actions

MRR
$347
↑ 18% from last month
Active Orgs
5
of 6 total
Trials Ending
2
next 7 days
Past Due
1
$100 at risk
Open Tickets
3
1 urgent
TRIALS ENDING SOON
View all →

Midwest Microfarm

Trial ends in 5 days • Tom Jensen

Tiny Greens NYC

Trial ends in 12 days • Amy Park

PAST DUE
View all →

Green Valley Micros

$100/mo • 12 days overdue

HELP DESK
View all →

Delivery scheduling not working

Jane @ Earth to Jar • 2 hours ago

Urgent

How do I add team members?

Marcus @ Fresh Roots • 5 hours ago

Medium
RECENT ACTIVITY
📦
Earth to Jar created 3 new orders
10 minutes ago
👤
Fresh Roots Farm added a team member
2 hours ago
📅
Urban Sprouts Co scheduled 5 deliveries
4 hours ago
💳
Tiny Greens NYC upgraded to Clone tier
Yesterday
RECENT SIGNUPS
View all →

Organizations

Manage all platform organizations

Total Orgs
6
Active
4
Trial
1
Past Due
1
Organization Status Tier Actions
E
Earth to Jar
Jane
 Active Mother
F
Fresh Roots Farm
Marcus
 Active Clone
U
Urban Sprouts Co
Sarah
 Active Starter
G
Green Valley Micros
Robert
 Past Due Mother
T
Tiny Greens NYC
Amy
 Active Starter
M
Midwest Microfarm
Tom
 Trial Starter
← Back to Organizations
E
Earth to Jar
earthtojar.growsmart.app
Active
Payer & Billing
Payer Name
Jane Smith
Email
jane@earthtojar.com
Plan
Mother — $100/mo
Next Billing
Jan 15, 2025
Member Since
Oct 2024
Add-ons
Help Desk (+$15/mo)
Platform Stats
Restaurants
24
CSA Members
18
Active Orders
12
Revenue MTD
$2,450
Users
Name Email Role Actions
Jane Smith PAYER jane@earthtojar.com Owner
Mike Johnson mike@earthtojar.com Admin
Sarah Williams sarah@earthtojar.com Staff
Recent Activity
📦
Created 3 new orders
10 minutes ago
👤
Added team member Sarah Williams
2 days ago
💳
Payment successful — $115.00
Dec 15, 2024

Subscriptions

Manage billing, tiers, and add-ons

Monthly Revenue
$347
↑ 18% from last month
Base Subscriptions
$332
5 active plans
Add-on Revenue
$15
1 active add-on
Past Due
$100
1 account
Churn Rate
0%
Last 30 days
ALL SUBSCRIPTIONS
Organization Tier Add-ons Total Status Next Billing Actions
E
Earth to Jar
Jane
 Mother
Help Desk
 $115/mo Active Jan 15, 2025
F
Fresh Roots Farm
Marcus
 Clone — $79/mo Active Jan 8, 2025
G
Green Valley Micros
Robert
 Mother — $100/mo Past Due 12 days ago
⚙️ Pricing Tiers
▼
Starter
$29/mo
Starter Plan
Basic features for small farms
3 active
Clone
$79/mo
Clone Plan
Growing farms with more clients
1 active
Mother
$100/mo
Mother Plan
Unlimited everything
2 active
🧩 Add-ons
▼
Active
$15/mo
🎫 Help Desk
Customer support ticketing
1 organization using
Active
$10/mo
🤖 AI Chatbot
AI-powered customer chat
0 organizations using
Mother Only
Included
⭐ Priority Support
4-hour SLA support
2 Mother orgs

Help Desk

Manage and respond to support requests

Open
3
In Progress
1
Urgent
1
Avg Response
2.4h
OPEN TICKETS
Delivery scheduling not working Urgent
Jane from Earth to Jar Active • TKT-9YRQ
Open 2 hours ago
How do I add team members? Medium
Marcus from Fresh Roots Farm Active • TKT-5XSH
Open 5 hours ago
Can't export CSV report Low
Tom from Midwest Microfarm Trial • TKT-0N0M
Open 1 day ago
CLOSED
Need help with delivery routes
Sarah from Urban Sprouts Co • TKT-2KL9
Closed 2 days ago

Analytics

Platform performance and insights

Avg Session
4m 32s
Daily Active
3
Feature Use
72%
Support Tickets
3
Monthly Recurring Revenue
$347
↑ 18% vs last month
MRR Trend Chart
Revenue Over Time
Tier Distribution
Starter3
Clone1
Mother2
Feature Adoption
Client Mgmt
92%
Scheduling
78%
Harvest Plan
65%
Invoicing
58%

CRM

Email campaigns, templates, and contact management

Recent Campaigns

New Feature Announcement

45 sent • 68% open rate

Holiday Schedule

45 sent • 72% open rate

👋
Welcome Email
Onboarding email for new signups
⏰
Trial Ending
Reminder for trials expiring soon
💳
Payment Reminder
Past due payment notification
Campaign Trigger Steps Open Rate Status
Welcome Sequence
Onboarding
 New signup 4 emails 72% Active
Trial Conversion
Sales
 Trial started 3 emails 65% Active
Preview: Welcome Sequence
Email 1: Welcome
Immediately
"Welcome to GrowSmart!"
Email 2: Setup Guide
+2 days
"Quick tips to get started"
142 total contacts
Contact Organization List Status Added Actions
JS
Jane Smith
jane@earthtojar.com
 Earth to Jar Customers Subscribed Oct 12, 2024
MJ
Marcus Johnson
marcus@freshroots.com
 Fresh Roots Farm Customers Subscribed Nov 3, 2024
TJ
Tom Jensen
tom@midwestmicro.com
 Midwest Microfarm Trials Subscribed Dec 20, 2024
BW
Brian Walsh
brian@localgreens.com
 — Prospects Subscribed Dec 28, 2024
KL
Karen Lee
karen@greengrow.co
 — Prospects Unsubscribed Dec 15, 2024
Contact Lists
86
Customers
12
Trials
44
Prospects
Import Contacts
📄
Drop your CSV file here
or click to browse
Skip duplicates (match by email)
Update existing contacts with new data
CSV Format

Your CSV should include these columns:

email, first_name, last_name, company, phone

Only email is required. Other fields are optional.

Recent Imports

conference-leads.csv

44 contacts • Prospects list

Dec 28

newsletter-subscribers.csv

128 contacts • Customers list

Dec 15

partner-referrals.csv

23 contacts • Prospects list

Nov 30
142
Total Contacts
128
Verified
8
Unverified
6
Bounced
Contacts Needing Attention

6 bounced emails require review

📋 Quick Client Onboarding

Create a new organization and set up the owner account

Organization & Owner Required
RECENTLY ONBOARDED
M
Midwest Microfarm
Tom Jensen
2 days ago
T
Tiny Greens NYC
Amy Park
1 week ago

Settings

Platform configuration and preferences

Platform Information
Trial Settings
days
Send automatic trial reminders
Integrations
💳
Stripe
Connected
Live Mode
📧
Resend
Connected
⚠️ Danger Zone

Purge Test Data

Remove all test organizations and demo data

Branding
Homepage Content
Email Configuration
Stripe Configuration
💳
Stripe Account
acct_1234...xyz
Live Mode
API Keys
gs_live_••••••••••••••••••••