Overview
Command & Control (C&C) is Ironwood's integrated CRM system for managing client relationships. It combines lead management from The Swarm with traditional CRM features like contact management, appointments, and client history.
Integrated with Swarm
Swarm leads can be converted directly to clients in Command & Control for seamless workflow management.
Key Features
Rolodex View
Browse and manage all your contacts in a clean, organized interface. Search, filter, and sort clients by name, company, or status.
Mission Timeline
Calendar view of all appointments and notary jobs. Schedule, manage, and track upcoming missions in one place.
Lead Management
Track leads through the funnel: Target → Contacted → Client. Convert Swarm leads directly to clients with one click.
Client History
Maintain detailed notes, contact history, and job records for each client. Never lose track of important information.
Client Management Workflow
Discover Leads
Use The Swarm to identify potential clients in your service area. Swarm generates Market Dossiers with contact information and business details.
Deploy Outreach
Launch automated email campaigns and optional physical postcard campaigns through Swarm. Track engagement and responses.
Convert to Client
When a lead responds or books a service, convert them to a client in Command & Control with one click. All information transfers automatically.
Manage Relationship
Add notes, schedule appointments, track jobs, and maintain detailed client history. Use the Mission Timeline for calendar management.
Command & Control Views
Rolodex View
Browse all contacts in a card-based interface. Perfect for quick lookups and general contact management.
- • Search by name or company
- • Filter by status or tags
- • Quick access to contact details
Mission Timeline
Calendar view showing all appointments and scheduled jobs. Manage your schedule and never miss a mission.
- • Monthly and weekly views
- • Drag-and-drop scheduling
- • Integration with client records
Lead Funnel
Track leads through stages: Target → Contacted → Client. Visual pipeline view for managing your sales process.
- • Status progression tracking
- • Quick conversion actions
- • Filter by stage
Client Detail
Detailed view for each client including contact info, notes, history, and related jobs and appointments.
- • Complete contact information
- • Notes and history timeline
- • Related jobs and appointments