Dashboard
Active Clients
0
Open Projects
0
Monthly Revenue
$0
Pipeline Prospects
0
Upcoming Deadlines
Follow-Up Needed
Recent Clients
Active Projects
Client CRM
Full roster — every client, lead, and relationship
Prospect Pipeline
Leads and prospects not yet signed
Follow-Ups
Active clients who need a touch
Projects
Every deliverable across your roster
Revenue
Monthly recurring revenue overview
Monthly Recurring
$0
Projected (Negotiating)
$0
Active Clients
0
Active Client Revenue
Pipeline Projected
Email Workflows
Connect EmailJS and manage automated sequences
EmailJS Connection
Connect your Gmail to send automated emails directly from your address. Free up to 200/month. Paste your credentials below after completing the EmailJS setup.
In your EmailJS template body, use these exact variables:
To Email: {{to_email}} Subject: {{subject}} Body: {{message}}
Airtable Data Sync
Paste your Cloudflare Worker URL and credentials to enable real-time sync across all devices.
Workflow Library
Open any client → Workflows tab to assign a sequence. Emails fire automatically on schedule once EmailJS is connected.
Settings & Team
Manage staff accounts and access
Admin
Staff Members