LOVESTONE CRM

Sign in

Use your Lovestone CRM account.

Create Client Workspace

Admins create workspaces and assign team members.

New Record

Create the next operational action.

Create Client Sub-Account

Creates an isolated workspace with quotas and agency oversight.

Lovestone Website Studio

Lovestone controls the complete build. Clients receive content-only access.

Lovestone only: edit index.html directly

Client-editable content

The website can use {{hero_title}}, {{hero_text}}, {{cta_label}}, {{phone}}, and {{email}} placeholders.

New Content Item

Keep the brief, scheduling information and assets together.

Import Prospects

Upload a prospect list, review the records, then add them to the CRM.

Supported prospect information can include organization, contact, contact role, phone, email, website, location, category, priority, Google, Facebook, Instagram, LinkedIn, digital opportunity, suggested pitch, research status, research source, and notes.

Choose a spreadsheet to begin.

Add Prospect

Create or update a business-development record.

Prospect Intelligence Research and outreach strategy
Research ReviewBased only on information recorded here

Check the sources before using an observation in outreach. This review does not scan websites or claim an external audit.

    Create Intake Form

    Choose the questions clients will answer. You can change them later.

    Questions

    Document preview

    Review what the client will see before you share it.

    Create a client document

    Complete the details below. Save a draft, preview it, and send when ready.

    1. What are you creating?

    2. Who is it for?

    3. Details

    4. Invoice amounts

    Add one service or product per row. Amounts update automatically.

    Total: $0.00