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DOCS MED CRM
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Secured with Google Authenticator 2FA

One-time setup
🔒 Set Up Google Authenticator
Welcome ! Set up once — works on all devices forever.
1
Open Google Authenticator on your phone
2
Tap + then Scan a QR code
3
Scan the QR code below
4
Enter the 6-digit code from the app
QR Code
Or enter this key manually:
6-digit code from Google Authenticator
Two-factor authentication
🔒 Authenticator Code
Open Google Authenticator and enter the code for
Code refreshes every 30 seconds.
6-digit code
🔔

DOCS MED CRM
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🔔 Follow-up

Leave blank to mark as Pending.

Add New Lead

▼ Change Status

📈 Team Dashboard

👥 Manage Users

Add New User

📥 Bulk Import Leads

Paste rows copied from Excel/CSV, or upload an .xlsx / .csv file. First row = column headers.

— or —

📋 Daily Activity Report

📅

👥 Assign Lead

Assign To

💰 Monthly Closings

Add Closing

📅 Meeting Dashboard Export

Export all meetings from lead timelines as a formatted Excel file — one sheet per team member, organized by month.

Preview
Select options above to preview.

🤝 Meeting Log

+ Log a Meeting

✍ Update Meeting Log

🖶 Meeting Report

🖶 Print Closings Report

Select a month range to include in the printed report.

Select range above to preview.