Where things stand

Written mostly by the OS, not by hand.

Needs you first

Pulled out of your inboxes. Nothing here is real work until you accept it.

Your work, grouped and colour-coded. Group by client, status or owner, filter to what you need, and change a row's status to move it.

Deals go amber at 10 days without contact, red at 21. Use a card's dropdown to move stage.

Proposals and agreements you send for signature. The wording is sealed the moment it goes out.

Clients first, then prospects and leads.

Prospects you are working towards. Promote one and it becomes a client.

One timeline. The tag says who wrote each line.

Brief a worker; it researches and comes back with a deliverable for you to approve. Nothing goes out without your yes.

Pipeline, revenue and momentum at a glance. Follows the agency filter.

People, access, and retainer types.