Overview
Your agency at a glance
Revenue collected Last 6 months
Payments received across all clients.
Pipeline
Where every active project stands.
Recent activity
The latest movement across your clients.
Needs attention
Nothing here should sit for long.
| Client | Project | Stage | Payment | Balance | Portal |
|---|
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Client & project
Timeline
Payment
Project total–
Paid–
Balance–
Status–
Monthly after delivery–
Documents · one click
Service agreement–
Invoice–
Welcome doc–
| Client | Invoice No | Total | Paid | Balance | Status |
|---|
Recently generated
| Document | Client | Number | Date | Open |
|---|
Tasks
Per-client and personal to-dos with due dates, right next to the client they belong to. Drag to done, never lose a follow-up.
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Goals
Set your monthly revenue and client targets and watch live progress bars fill as the money and projects roll in.
Phase 3AI Agent
Ask anything: "who owes me money?", "summarise VINCO", "draft an update for Noor". It writes emails, creates tasks, and flags risks — powered by Claude.
Phase 4