Operations Dashboard
Your Tools
All internal systems in one place. Password-protected — not linked from the public website.
Core Tools
CRM Dashboard
Kanban pipeline, project timelines, payment tracking, client portal links, and project threads.
Internal
Expense Tracker
YTD spend, tax deductible totals, category tracking, monthly chart, and CSV export.
Finance
Content Calendar
4-week posting schedule with platform filters, add/edit posts, notes, and file attachments.
Content
Document Templates
Download service agreements, SOWs, invoices, NDAs, and rate sheets as ready-to-edit DOCX files.
Templates
Website Pages