Command Center
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
Tasks
Your to-dos, client deliverables & requests
Finances
Revenue, bank balance, splits & expenses in one place
Revenue
Monthly recurring revenue overview
Based on your splits. Adjust percentages anytime.
Email Workflows
Connect Resend and manage automated sequences
Connect Resend to send beautiful HTML emails automatically. Free up to 3,000/month. Your emails send through your Cloudflare Worker — no size limits, full HTML preserved.
Paste your Cloudflare Worker URL and credentials to enable real-time sync across all devices.
Open any client → Workflows tab to assign a sequence. Emails fire automatically on schedule once Resend is connected.
Settings & Team
Manage staff accounts, invites, and access
Send a secure invite link by email. Staff invites give access to assigned clients and projects. Client invites give access to their personal portal only.
Contracts
Track contract dates and expiry alerts
Invoices
Log invoices and track what's been paid
Goals
Monthly and quarterly targets
Expenses
Log costs against your operations budget
Media & PR
Every press hit, podcast, and appearance
Content Calendar
Posts and campaigns across your client roster
Meetings
Structured notes for every client meeting
Referrals
Track who referred who and nurture your network
Vendors & Partners
Agencies, studios, and collaborators you work with
PayPal Integration
Send invoices and track incoming payments
Connect your PayPal Business account to send payment requests directly from Invoices and automatically mark invoices paid when payment arrives.
You need a PayPal Business account (free). If you already have one, skip to Step 2.
This is the email address you use to log into your PayPal Business account. It is the same email your clients would send payments to if they paid you manually through PayPal.
That is all you need. No developer account, no API keys, no extra setup.
When you click Send via PayPal on any invoice, the dashboard emails your client a payment link. They click it and pay through PayPal. You then manually mark the invoice as Paid once you see the payment in your PayPal account. Simple and no coding required.
Go to Invoices → click any invoice → click "Send via PayPal". Your client receives a PayPal payment request to their email. They pay through PayPal's secure checkout.
When a client pays through PayPal, the invoice automatically updates to "Paid" in your dashboard. You'll also see a toast notification when a payment comes in.
Connect PayPal to see recent transactions here
Client Portals
Each client gets a private view of their projects
Go to a client record → click "Invite to Portal". They get an email with a unique secure link.
Client sets their own password on first visit. They only see their own projects — nothing else.
Live project stages, progress bars, deliverables, and a messaging thread with you. No notes, no finances.
Calendly
Your booking links — share with clients and prospects
Select a client and a call type — sends them a branded email with the booking link. Requires Resend to be connected.
Scratchpad
Brain dump — ideas, notes, anything