Essential Marketing

Agency OS

Staff login — clients, IT tickets, messaging & work sheets.

Client portal → /CRM/client/

Dashboard

Recent IT tickets

Clients

IT Tickets

Portal messages

Work completion sheets

Database setup

Run CRM/sql/portal_and_worksheets.sql in the Supabase SQL Editor once. That creates IT tickets, portal users, messages, work sheets, and activity logs — and adds marketing/IT fields on clients.

Also add STRIPE_SECRET_KEY on Vercel to charge IT tickets. Client portal: /CRM/client/