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.
Phase 3Calendar
Kickoff calls, delivery deadlines and follow-ups from every client, in one shared view — no more juggling Google Calendar.
Phase 3Goals
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