Dashboard
Active Jobs
| Client | Job | Status | Deadline |
|---|
Recent Activity
Activity log coming soon
Pipeline Funnel
Pipeline
Track leads from first DM to active client
Clients
All businesses in the CRM
All
Active
Onboarding
Leads
| Business | Contact | City | Package | Status | MRR |
|---|
Jobs
All deliverables and projects
All
In Progress
Queued
Delivered
| Client | Type | Title | Status | Deadline | Deliverables |
|---|
Onboarding
Client setup checklists
Milestones
Monthly deliverable tracking
| Client | Month | IG Posts | Newsletter | Analytics Report |
|---|
Payments
Billing and revenue tracking
| Client | Invoice | Amount | Due | Paid | Status |
|---|