Secure login
Use your account email and password. If email 2FA is enabled, you will be asked for a one-time code.
Legacy PIN fallback
Dashboard
Action-focused live snapshot. Use KPI Reporting for period analysis and campaign/source performance.
Due follow-ups
High-score live targets
Recent activity
Property search
Quickly find a property by postcode, house number, street, town/city, source, campaign, tag or notes. Search filters as you type.
Click a property to open the summary page.
Campaigns
Create named postal campaigns and notes, then attach properties to them.
Tags
Create motivation, condition and risk tags. The app uses active tag score values to calculate a property score.
Property types
Manage the dropdown options shown on the property entry page.
KPI Reporting
Filter by day, week, month, quarter, half year, all time, or custom date range. v1.3 now reports from stage-change events, letter-sent events and response-date events, rather than only using the latest property updated date.
By campaign
By source
Stage/event movements in period
Current status snapshot
Recent logged events
PropertyData enrichment queue
Prepare and check a shortlist before connecting the trial. This screen never makes a PropertyData request or spends credits.
Trial shortlist
Select ready properties to see the maximum credit use.
HubSpot hand-off
Review responder and qualified opportunities before creating a deal. The connection is dormant until the required encrypted secrets are added.
Eligible opportunities
Postal production, follow-ups & ROI
Run day-to-day campaign work from one place. Postal exports and status changes are admin-controlled; no external service is required.
Postal batch
Follow-ups
Campaign ROI
Responses and conversions against recorded postage cost.
Follow-up workbench
Campaign ROI
CSV import
Example CSV header
Security & users
Manage users and review the audit log. New users can be given 2FA and a temporary password.
Add user
Current users
Recent audit log
Backup & restore
Export a full JSON backup of the app data, restore from a previous backup file, or clear test data after a forced backup.
Export full backup
Downloads a JSON file containing the core database tables and relationships. A recent download is required before bulk delete is enabled.
Bulk delete is locked until a fresh backup is downloaded.
Restore from backup
This replaces the current app data with the selected backup. Download a fresh backup before restoring.
Delete all test/app data
Use this after testing when you want to clear the database and start clean. This deletes campaigns, tags, properties, touchpoints, property events and audit logs. User accounts and active sessions are preserved so you do not lock yourself out.
- Download a full JSON backup using the button above.
- Complete three confirmations.
- The server also checks that your user downloaded a backup within the last 30 minutes.
v1.8 operating approach
This app remains the high-volume cold-target and postal-campaign log. HubSpot should only receive responders, high-priority opportunities or franchise submissions.
Define motivations, conditions, risks and property-type dropdown options.
Tick tags and complete key fields; the app calculates a reachable 100-point score.
Filter KPIs by day/week/month/quarter/half year to see what is working.