Dashboard

Maya runs a six-person digital agency on crm-153. This is her team's morning view — what needs attention, at a glance.

Tasks due

Follow up with Marcus on the revised proposal
Due 4 days ago · Marcus Webb
Call Tom Gallagher back — discovery call
Due 3 days ago · Tom Gallagher
Send July invoice to Bluebird
Due 3 days ago · Priya Natarajan
Prep kickoff deck for Harborview redesign
Due 10 hours ago · Dr. Alan Pierce
Book product photographer for Cascade sprint
Due in 3 days · Sofia Ramirez
Check in with Emily about September start
Due next week · Emily Chen

In your workspace these have reminder emails behind them — nothing slips.

Closing soon

Board

Fall campaign — Bluebird Coffee
2026-07-24 · Priya Natarajan
$9,200
Tenant portal microsite — Ridgeline
2026-07-31 · Marcus Webb
$7,500
Social media retainer — Alvarez Fitness
2026-08-01 · Nick Alvarez
$1,200
Google Ads management — Ridgeline
2026-08-07 · Laura Bennett
$2,400
SEO retainer — Harborview Dental
2026-08-10 · Dr. Alan Pierce
$3,600

Pipeline · $53,200 open

Board

Lead
2 · $6,000
Contacted
2 · $8,900
Qualified
2 · $21,600
Proposal
2 · $16,700

Unpaid invoices

$3,950 outstanding across 2 invoices — 1 overdue

INV-11 · Dr. Alan Pierce
Due 2026-07-22
$3,000
INV-12 · Rachel Kim
Overdue — was due 2026-07-08
$950

Overdue invoices get automatic reminder emails, and clients pay by card on a hosted page.

Recent activity

Maya Reynolds logged a call on Dr. Alan Pierce · 4 days ago
Alan is interested in local SEO once the new site ships. Follow up after kickoff.
Maya Reynolds logged a email on Priya Natarajan · 5 days ago
Three-tier proposal with the photography add-on Priya asked about.
Maya Reynolds logged a call on Tom Gallagher · 5 days ago
Tried Tom at the clinic — left a voicemail, sent a follow-up email with times.
Maya Reynolds logged a email on Dr. Alan Pierce · last week
Alan signed the SOW. Deposit invoice cleared same day.
Maya Reynolds logged a email on Sofia Ramirez · last week
18-week plan with photography sprint in August.
Maya Reynolds logged a call on Sofia Ramirez · 2 weeks ago
Sofia confirmed budget approval for the redesign. Wants launch by early November for holiday traffic.
Maya Reynolds logged a email on Marcus Webb · 2 weeks ago
Added the maintenance-request flow and updated pricing.
Maya Reynolds logged a email on Tom Gallagher · 2 weeks ago
Website refresh + local SEO inquiry. Current site is 8 years old.

Every call, email, and note lands on the contact it belongs to — the whole team sees the same history.

Your workspace could look like this by lunch

Import your contacts from a CSV, invite the team, and drag your first deal across the board. Free forever — unlimited contacts, unlimited teammates, no credit card.