Good morning, Jake 👋
Here's what's happening today
Recent Activity
Quick Actions
Contacts
| Name | Company | Phone | Status | Actions |
|---|
Leads
Enquiries from your website contact form
Task Manager
Weekly kanban board
Project Tracker
Project
Onboarding
Production
Final Actions
Onboarding
Proposal
Deposit Paid
Shoot Booked
Shoot Date
V1 Editing
Exported
V1 Review
Amendments
Final Edit
Final Payment
Whiteboard
Double-click anywhere to add an idea · drag cards to arrange · scroll to pan, pinch or ⌘-scroll to zoom
Proposals
| Project | Contact | Value | Date | Status | Actions |
|---|
Invoices
| Invoice # | Client | Amount | Due Date | Status | Payment Link | Actions |
|---|
Cash Flow
Financial overview by month
Client Income
Invoice Tracking
Expenses —
Income vs Expenses — Last 12 Months
Reporting
Archive
Completed projects, paid invoices, and their proposals — all in one place
Accounts & Company Details
Quick reference for company and accounts information
Backup & Restore
Download a complete copy of your CRM data as a JSON file, or restore from a previous backup.
Director 1 — Personal Details
Director 2 — Personal Details
Saves automatically