ScaleShield — CRM Tour
Client Panel · CRM Tour
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Slide 01 / 12

Welcome to the ScaleShield Client Panel.

A 60-second animated tour of every feature you'll use day to day. Sit back, autoplay is on — or use the dots / arrows below to step through manually.

Live spend tracking Bind to any BM PDF reports 24/7 support
Slide 02 / 12

All your accounts in one place.

When you log in, the dashboard greets you with the live state of every ad account assigned to your client — counts, status, and aggregated spend.

scaleshield.crm — your client panel
Live
Your accounts
0
Active right now
0
Spend / 24h
$0
Replaced today
0
Slide 03 / 12

Your account list, live.

Every assigned ad account shows up with its source BM, current spend, and status pill. Status updates in real-time — so you never have to refresh to know what's happening.

your assigned accounts
Live
act_8847_2031
BM #1
$2,840
Active
act_8847_2032
BM #3
$5,120
Active
act_8847_2033
BM #2
$8.50
Warming up
act_8847_2034
BM #5
$8,720
Active
Slide 04 / 12

Filter spend by any date range.

Today, yesterday, last 7 / 14 / 30 days, this month, last month, all time, or pick a custom range — the spend column updates instantly with Meta data for that window.

Spend range
Showing
All time
Total spend
$184,720
Accounts
12
Avg / account
$15,393
Slide 05 / 12

Search, sort, filter by status.

Type to search by ID, name or BM. Sort by spend low-to-high or high-to-low. Filter to just Active or Disabled accounts in one click.

Sort: Spend ↓ Status: Active Reset
Slide 06 / 12

Bind any account to a new BM.

Click "Bind New BM" on any row, drop in the target BM ID, pick the exact permissions you want, and we handle the share — bypassing Meta's normal re-share limit.

Bind New BM

Enter the target Business Manager ID and pick the permissions to grant.

Manage campaigns
Create and edit ads, access reports.
View performance
Access reports and view ads.
Manage Creative Hub
View, create and edit mockups.
Manage ad accounts
Full account settings & finances.
Cancel
Send Bind Request
Slide 07 / 12

If something dies, it gets replaced.

Any account that goes down with $0 or minimal spend is replaced free, automatically. You'll see the row flash, change to "Replacing", then settle back as a fresh active account — typically within 5–10 minutes.

live replacement
Live
act_8847_2035
BM #4
$3.10
Active
Slide 08 / 12

Never miss a change.

A bell icon sits top-right with a red dot whenever you have unread updates — status changes, new accounts assigned, bind requests, replacements. Click it for the full feed.

Ad Accounts page header
Notifications Mark all read
Ren 49: Active → Disabled
BM: Desikart X Splius
just now
New ad account assigned: Ren 89
Account ID: act_8847_2178 · BM: BM #1
3m ago
Bind request sent: Ren 81 → BM 1247-9921
3 permissions requested · Status: pending
12m ago
Auto-replaced in 7 min
act_8847_2035 → act_8847_2178
28m ago
Slide 09 / 12

One-click PDF report.

Click Download PDF and you get a clean, branded report of whatever's currently filtered — perfect for forwarding to clients, finance, or just keeping records.

PDF
Branded header Date range + totals Per-account breakdown Auto-named file
Slide 10 / 12

Talk to support, live.

A floating chat bubble in every corner of the CRM connects you to a real human on our ops team. Click Start chat with support, type your question, and we get an instant Telegram alert so someone replies in seconds — not hours.

💬 One-click Start 📲 Operator pinged on Telegram instantly 🔔 Glowing badge + pulsing bubble when we reply 📑 Full history in the dedicated Support Chat page ✓ Read receipts both ways
Slide 11 / 12

Important news? You won't miss it.

When something needs your immediate attention, our team can push a full-screen alert directly to your dashboard. Next time you load any CRM page, a blocking overlay shows the message — you can't dismiss it until you've clicked I've read this. On our end we see exactly when you read it, so we know the message landed.

🚨 Full-viewport blocking overlay 📣 Custom title + message from our team ✓ Single-click acknowledge 📊 Read receipts on operator side 🔁 Queues multiple alerts in order
Slide 12 / 12

Now try it yourself.

Real working demo — click around. Search, sort, change the date range, click Bind New BM, download a PDF report. The autoplay is paused so you can take your time.

Your accounts
12
Active right now
11
Spend / range
$0
Replaced today
1
Live demo Showing spend for all time — synthetic data, identical UI to the real CRM

Bind New BM

Enter the target Business Manager ID and pick the permissions to grant.

Auto-replaced
Auto-play on