Dashboard
Overview of clients, pipeline, and open work
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Active clients
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Open leads
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Open tasks
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Overdue tasks
Financial — this month
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Monthly recurring revenue
$0
Paid this month
$0
Ad spend this month
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Clients with monthly fee
Recent payments
Recently added clients
Clients
Every client and prospect in one place
Pipeline
Leads moving toward a signed client
Tasks
Deliverables across all clients
Workflow
When work started, what service, and how far along it is
Team
Everyone with a login — set their role and position. To add a new login, use Supabase → Authentication → Users.
Social Media Access