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EROBELLACRM

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For the DE B2B team. Ask an admin if you need an account.

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crm.eb-ops.com · Germany
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Due & Expiring

Next 7 days + expired without renewal
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{{ d.when }} {{ d.deal }} {{ d.tag }}

Open Deals & Overdue Payments

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{{ d.name }}{{ d.what }}
{{ d.amount }} {{ d.due }} {{ d.status }}

My Tasks

See All
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My Calls

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Today{{ callsToday.n }}{{ callsToday.talk }}
This Week{{ callsWeek.n }}{{ callsWeek.conn }}
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Dashboard

DE B2B · all agents · amounts in EUR

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Revenue

Deals marked paid · this month vs last
By Agent
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By Product
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{{ monthNow }}{{ monthPrev }}

Upcoming Expiries

Customers expiring{{ expWin.count }}
Value at risk{{ expWin.value }}
{{ r.name }}{{ r.agent }}
{{ r.when }}{{ r.value }}

Calls per Agent

CloudTalk · last 7 days
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{{ a.calls }}Calls
{{ a.talk }}Talk time
{{ a.conn }}Connected
{{ a.rr }}Renewal rate
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Expired, Not Renewed

Last 30 days
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{{ r.agent }}{{ r.when }}{{ r.value }}

Customers per Agent

AgentCustomers{{ newLabel }}No contact 30d
{{ r.name }}{{ r.c }}{{ r.n }}{{ r.nc }}

Customers

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Group by
 Owner: {{ ownerLabel }} · sorted by next expiry
{{ col.label }}{{ col.count }}
{{ col.total }}
{{ c.name }}{{ c.contact }}
{{ c.initials }}
{{ c.tag }}{{ c.next }}
{{ c.live }} live{{ c.gold }} gold{{ c.rev }}
{{ col.emptyText }}
CustomerOwnerStatusErobellaLiveGoldNext expiryLast contactRevenue 90d
{{ c.name }}{{ c.label }}
{{ c.contact }}
{{ c.owner }} {{ c.status }} {{ c.link }} {{ c.live }} {{ c.gold }} {{ c.next }} {{ c.last }} {{ c.rev }}
No customers here yet. Use Add Customer to create one.
Customers/{{ cust.name }}

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{{ cust.status }}
Owner {{ cust.owner }}Contact {{ cust.contact }}Customer since {{ cust.since }}Source: {{ cust.source }}
{{ s.label }}{{ s.value }}{{ s.sub }}

Erobella

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Link a Manager Account
{{ linkErrorText }} One Erobella ID can belong to one customer only. Child accounts are pulled in automatically.
No Erobella manager linked yet. Enter the manager's DE user ID above.
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Last 30 days{{ m.s30 }}
Last 90 days{{ m.s90 }}
All time{{ m.sAll }}
DateAmountMethodTransaction
{{ p.date }}{{ p.amount }}{{ p.method }}{{ p.tx }}
No successful payments yet.
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AccountTypeEnabledPublishedCityListingGold expiry ↑
{{ a.user }}ID {{ a.id }}
{{ a.type }} {{ a.en }} {{ a.pub }} {{ a.city }} {{ a.url }}
{{ a.exp }}{{ a.tier }}
{{ m.accPage }}

Premium Trials

All trials
{{ t.type }} · {{ t.prod }}{{ t.accts }} · given on {{ t.comm }} by {{ t.owner }}
{{ t.st }}
{{ t.period }}{{ t.year }}{{ t.when }}
{{ t.reasonTxt }}
 No trials yet.

Deals

{{ d.what }}{{ d.detail }}
{{ d.amount }}{{ d.status }}
Method{{ d.method }}
Billing{{ d.rec }}
Start{{ d.start }}
Expiry / renewal{{ d.exp }}from Erobella
Covers{{ d.covers }}
{{ d.matchText }}
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No deals yet.

Calls

{{ callsHead }}
{{ c.title }}{{ c.meta }}
{{ c.outcome }}Recording
 No calls matched to this customer yet.

Pipedrive History

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{{ h.kind }}{{ h.text }}

Contact Details

Contact person{{ cust.contact }}
Phone
{{ p.n }}{{ p.l }}
Email{{ e.e }}—
Address{{ cust.address }}

Tasks

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 No tasks.

Notes

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Premium Trials

Free Gold trials given by the team. Every trial that ends needs an outcome.

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{{ needsText }} Record what happened before the next call.
BusinessOwnerGiven onTrialTypeProducts offeredOutcomeNotes / not interested reason
{{ t.biz }}{{ t.accts }}
{{ t.owner }} {{ t.comm }}
{{ t.period }}
{{ t.when }}
{{ t.type }} {{ t.prod }}
{{ t.st }}
{{ t.reasonTxt }}
No trials match this filter.

Why Trials Don’t Convert

Not interested · all time
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 No trials marked Not Interested yet.

My Tasks

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{{ g.count }}
{{ t.title }} {{ t.customer }} {{ t.due }} {{ t.assignee }}
No tasks yet.

Users

Two roles: Admin and Agent. Map each user to their CloudTalk agent for call sync and click-to-call.

UserRoleCloudTalk agentCustomersStatus
{{ u.initials }}
{{ u.name }}{{ u.email }}
{{ u.role }}
{{ u.ct }}
{{ u.cust }} {{ u.statusTxt }}

CloudTalk

Calls sync onto customers by phone number (digits only, last 9 digits).

Connection

ConnectedNot connected
Sync outbound callsEvery outbound call is attached to the matching customer
Sync inbound calls{{ ctInSub }}

Sync Status

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Pipedrive Import

One-off copy of the B2B instance. Nothing becomes a customer automatically — agents bring records in when adding a customer.

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Import Runs

{{ r.date }}{{ r.by }}{{ r.what }}{{ r.status }}
 Not imported yet.

Unmatched Calls

CloudTalk calls whose number matches no customer or linked Erobella account. Attaching one saves the number to the customer.

DateNumberAgentDurationOutcomeAttach to customer
{{ u.date }}{{ u.num }}{{ u.agent }}{{ u.dur }}{{ u.outcome }}
Nothing waiting. Every synced call matched a customer.
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Connect to This Customer?

{{ lk.role }}: {{ lk.username }} (ID {{ lk.id }}) — {{ lk.accounts }} accounts underneath.

{{ lk.line1 }}{{ lk.line2 }}
{{ lk.hint }}

Add Customer

Found in Pipedrive: {{ pdHit.name }} {{ pdHit.meta }}
{{ pdUsedText }}
{{ addOwnerText }}

Add Task

Add Premium Trial

Fields marked * are required
Business{{ tf.biz }}Pipedrive and Erobella links are taken from the customer.
Owner *
Given On *
Type *
Suggested from Erobella: last gold on these accounts ended 14 Mar 2026
Products Offered *
Length
Dates
{{ tf.startFmt }} → {{ tf.end }}
Label changes to Premium Trial. You'll be reminded 1 day before it ends.
Fill in the highlighted fields

Trial Outcome

{{ oT.biz }}
Trial{{ oT.period }}
Type{{ oT.type }}
Products{{ oT.prod }}
Owner · given on{{ oT.owner }} · {{ oT.comm }}
Outcome *
Reason *
Label changes to On Gold. Add a deal next to track payment.Set the new end date in notes. It stays on Premium Trial.
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Add Deal

What For
Payment Method
daysNext period is created as Open automatically.
Leave expiry empty to follow the latest gold expiry among linked accounts.

Edit Customer

Phones
Status
Lead / Active / Lapsed follow the Erobella gold data. Only Lost is set by hand.

Reassign Customer

Choose the new owner. Open tasks stay with their assignee.

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Email (login){{ uf.email }}
Role
Status
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