Nudge Tom on the NDAGulf Coast Kayaks · gentle reminder
MEDdue tomorrow
🚗
Prep launch assetsRocket Wash Auto Spa
LOWlater
📇
Scan a Business CardSnap a stack — AI creates the customer, sends the welcome email, requests the NDA, and schedules the follow-up. All from one photo.
Try it →
🕘 Recent Activity
✍️
NDA signed — Dr. Poppy Chen, Bayview Dental
💸
Invoice paid — Pour Decisions Bar, $1,200
🎤
Meeting scheduled — Rocket Wash launch review
💬
Customer replied — Tom Briggs: “Sending it today!”
✨
AI draft created — welcome email for The Neon Diner
👇 click any customer card — the ＋ button and every tab are live demos
New Leads
The Neon Diner
Rex Malone · rex@neondiner.example
No NDA
Salt & Palm Boutique
Ivy Tran · ivy@saltpalm.example
No NDA
Contacted
Gulf Coast Kayaks
Tom Briggs · tom@gckayaks.example
NDA Sent
Proposal
Bayview Dental
Dr. Poppy Chen · poppy@bayviewsmiles.example
NDA Signed
Sunny Side Surf Shop
Maria Delgado · maria@sunnyside.example
NDA Sent
Won 🎉
Pour Decisions Bar
Melody Kane · mel@pourdecisions.example
NDA Signed
Rocket Wash Auto Spa
Dev Okafor · dev@rocketwash.example
NDA Signed
✨ YOUR AI ASSISTANT
Tell it what you need — it does the busywork. Tap a quick action:
💬 Hey! Ask me anything about this CRM — what it does, how Pixel Sign works, what a custom build costs…
FULL AI DEMOS — TAP TO PLAY
🧰 the deep cuts — every tile is a live demo
👇 tap any customer — their whole world opens up
Customer
Contact
Stage
NDA Status
Welcome
Bayview Dental
Dr. Poppy Chen
Proposal
Signed · Mar 4
Sunny Side Surf Shop
Maria Delgado
Proposal
Sent · awaiting signature
Gulf Coast Kayaks
Tom Briggs
Contacted
Sent · awaiting signature
Pour Decisions Bar
Melody Kane
Won
Signed · Feb 12
Rocket Wash Auto Spa
Dev Okafor
Won
Signed · Jan 28
The Neon Diner
Rex Malone
New lead
Not sent
🤷 No customers match “” — try another name.
Stage:
Email:
Phone:
Address:
📞 CALL HISTORY — TAP TO READ
📤
Send ANY document for signatureContracts, quotes, releases — upload it and Pixel Sign appends the signature page and tracks it, same as an NDA.
📄
✅
Mutual NDA — Bayview DentalSigned by Dr. Poppy Chen via Pixel Sign · Mar 4, 2:41 PM · audit trail attached
⏳
Mutual NDA — Sunny Side Surf ShopSent with Pixel Sign to maria@sunnyside.example · reminder scheduled
📄
Mutual NDA — The Neon DinerDraft ready · one click sends it for e-signature
👈 press it — watch 🔴 turn 🟢
🔐
Why it mattersEvery NDA's status lives on the customer card — signed, sent, or missing — so nobody talks details before the paperwork is locked. Pixel Sign is our own built-in e-signature — no per-envelope fees — and signature events come back automatically.
M
Maria DelgadoSunny Side Surf Shop · (727) 555-0142
☝️ press it — the whole call plays out by itself
Just hit call. The CRM records and transcribes the conversation, and AI turns it into action items — you never take a note.
LIVE · 0:00
✨ AI CALL SUMMARY
💾 Transcript + summary saved to Sunny Side Surf Shop's card — see the 📞 Call log button on their customer row.
🎙 VOICE NOTES — JUST TALK
Press the mic and start talking. AI writes it down, files the note on the right customer, and drops the action items where they belong — you never type a word.
☝️ press it — watch AI file everything for you
LISTENING…
🎤 MEETING NOTES — ONE BUTTON, WHOLE ROOM
Set the laptop (or a USB mic) in the middle of the table and press Record. The CRM listens to the whole meeting, then AI writes one tidy summary — notes and action items for every person in the room, filed automatically.
Nudge Tom on the Gulf Coast Kayaks NDAGulf Coast Kayaks · gentle reminder
MEDdue tomorrow
🚗
Prep launch assets for Rocket Wash Auto SpaRocket Wash Auto Spa
LOWlater
🍸
Book kickoff call with Pour Decisions BarPour Decisions Bar
completed ✓
🤖
Where do these come from?Type them in — or don't. AI creates action items straight from your calls, and every morning's digest reminds you what's due.
📷 photo from your phone
👇 press the pink button — and yes, it really reads YOUR card too
🔒 Your photo never leaves your phone — this demo doesn't upload it anywhere.
Snap one photo of a whole stack of cards — the AI reads the pile, keeps the real business cards, and turns each one into a clean contact. No typing.
🌸
Chad HoffmanThe Happy Pixel Company · Founder & Creative Developerchad@happypixelcompany.com
99% match
📍 No address on the card
🧠
11 cards skippedSam’s Club, pharmacy and credit cards aren’t contacts — the AI kept only the real business card.
🤖
This is where the AI does its magicIn the real Happy Pixel CRM, this box fills with YOUR card — name, company, phone, email — read straight off the photo, zero typing. The public demo keeps it pretend so your info stays private.
demo mode
1 contact readyChecked for duplicates against your existing customers
✨ AI-PERSONALIZED MASS EMAIL
One email, written once — AI merges in each customer's name and company so every copy reads like it was written just for them. Demo only: nothing actually sends.
☝️ press it — every copy personalizes itself
📊 CUSTOMER SURVEYS — BUILT IN, NO SURVEYMONKEY NEEDED
Build it, blast it, and watch answers land right on the customer cards. Demo only: nothing actually sends. Try the questions — they're clickable.
1. How did we do on your project?⭐⭐⭐⭐⭐
2. What should we build for you next?Rentals / booking pageOnline paymentsGift cards
3. Anything else we should know?Open answer — customers type whatever they want.
☝️ press it — live results roll in on their own
📥 LIVE RESULTS
0%
Response rate
—
Avg rating
What should we build next?
Rentals / booking
0
Online payments
0
Gift cards
0
💬 TEXTING, WITH AI ON YOUR SIDE
Customers text back way faster than they email — and AI writes the reply with you. Demo only: nothing actually sends.
Tom Briggs · Gulf Coast Kayaks · (727) 555-0117
Hey Chad — any update on our booking page?
✨ AI SUGGESTED REPLIES — TAP ONE
Morning Tom! Schedule page is done — booking goes live Thursday 🚣Great timing — sending you a preview link within the hour.Booking page is in testing now. Want a quick call to walk through it?
📣 MASS TEXT BLAST
One text, written once — every customer gets their own personalized copy.
From: Happy Pixel CRM <digest@happypixelcrm> · To: you · 7:00 AM
🤖 WRITTEN BY YOUR CRM
Good morning! Here's your Tuesday:
Hot: Sunny Side Surf Shop opened your proposal 3 times yesterday — Maria is clearly interested. Her NDA is still unsigned; a friendly nudge today could close both.
Bayview Dental — NDA signed ✓. Proposal follow-up due today.
Gulf Coast Kayaks — no reply in 6 days. Suggested touch: share the kayak-booking mockup.
The Neon Diner — new lead from the website form. NDA draft is ready to send.
Bottom line: 2 signatures pending, 5 tasks due, and one deal that wants closing this week. Go get 'em. 🌸
