Quick Actions
Create or update important records fast
Active Projects
Progress and nearest deadlines
Upcoming
Tasks, follow-ups and deadlines
Project Pipeline
Current project stage distribution
Revenue Snapshot
Payments recorded in this CRM
Project Pipeline
Track and advance projects through delivery stages
Clients
Contacts, businesses and relationship status
| Client | Business | Phone | Status | Value | Action |
|---|
All Projects
Scope, deadline, payment and delivery progress
Tasks & Follow-ups
Never miss a client commitment
Calendar
Deadlines, tasks and client follow-ups
Payments & Revenue
Advance, due and received amounts
Payment History
| Date | Client | Project | Type | Method | Amount | Action |
|---|
Notes
Client requirements, ideas and internal records
Settings
Customize CRM behaviour
Preferences
Dark Mode
Use dark interface
Compact Tables
Reduce table spacing
Deadline Alerts
Highlight deadlines within 3 days
Data & Sync
All data is synced automatically with your database and stored in your browser.