Campaigns & outreach
Emails
See what each email says, who it is for and how it has performed.
Loading emails...Opens and clicks start with tracked sends. Earlier untracked emails are not included.
Recipients & results
Send history
See the recipient, email, date and results for each recorded message.
Your database
Recipients
Website enquiries and saved contacts, with customers clearly marked.
Test enquiries are excluded. External spreadsheets and customer systems are not synced to this list.
Add or update a contact
Save a person or business, or mark an address as do not contact.
Customer conversations
Leads
Follow up real enquiries, record notes and keep things moving.
Test enquiries Form checks only. Excluded from your real leads.
Website checks
Test enquiries
These were submitted to check the enquiry form. They are not outreach emails or real customer enquiries.
You do not need to act on these.
They are kept for reference and excluded from your real enquiry totals, customer list and website conversions. Nothing has been deleted.
Website performance
Website statistics
Page visits, QR visits and enquiries generated by your website.
Website statistics
Since 1 November 2026. Test enquiries are excluded from conversion figures. Page views are visits, not unique people.
QR opens count visits through links tagged ?qr=1 or utm_medium=qr, from this update onwards. Rankings need at least 20 page views.
| Page | Views | Leads | Conversion | QR opens |
|---|
Client accounts
Clients
Manage your active clients, renewals and account history.
Active accounts with an end date in the past are shown as expired. Records here are separate from website test enquiries.
Invoices & payments
Accounts
Track ad hoc and automated invoices, payments and what each client owes.
GBP ledger for And It Has. No external accounting service is linked. Draft invoices are excluded from amounts owed.
Figures reflect your current invoice filters.
Recurring invoices
Loading billing status...
Only enabled schedules for active clients generate invoices within their account dates. Each billing period is generated once. Drafts can be reviewed before issue. This does not email clients or take payments.