Dashboard
Overview
Monthly Revenue
$0
↑ 8% vs last month
Active Clients
0
Currently retaining
Open Pipeline
0
Active leads
Open Tasks
0
Pending team actions
Month at a glance
Branding: Blue = Google & payments · Red = tasks · Dark = scheduled retainers.
Active clients
| Client | Services | MRR | Status |
|---|
Open tasks
Hot prospects
No prospects yet.
Clients
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| Client | Contact | Services | MRR | Status | Engagement | Invoices & pay | Action |
|---|---|---|---|---|---|---|---|
| No clients yet. | |||||||
Pipeline
Drag cards to move through stages · Click to edit
New Lead0
Drop here
Contacted0
Drop here
Qualified0
Drop here
Proposal Sent0
Drop here
Won ✓0
Drop here
Lost0
Drop here
Contacts workspace
Imports land as staged (not on the pipeline board). Segment here, then promote a segment to the pipeline when you are ready to email or call.
| Type | Segment | Name | Business | Services | Status | Follow-up | Open | |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
Contact
Potential / MRR
—
Segment
—
Profile
Email composer
Resend in Settings · templates support {{name}} {{business}} {{mrr}} {{tier}} {{services}} {{ideas}}
Recent sends (this contact)
Find local businesses via Google Maps and add directly to your pipeline
Saved searches & re-runs
Save the keyword and location above, then run again in one click. Cadence is stored for your notes (full scheduling needs a server job).
Loading saved searches…
Business
Address
Phone
Actions
Enter a keyword and location above, then click Search to find local businesses via Google Maps.
Analytics Hub
Website traffic, pipeline, and connected platforms
Website — PostHog
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Pipeline snapshot
Form-campaign lead imports are handled outside this hub. Use Contacts → Import CSV / Excel for lists (staged first), then promote segments to the pipeline when you are ready.
Staged in Contacts
0
On pipeline board
0
Active clients
0
Won + Lost
0
Outreach bot file (optional)
Upload a
results.json array from your bot to count sent / failed / skipped here (does not auto-sync the pipeline).Analytics filter
Only properties and sites whose names contain this text are listed (default marketingsvc). Save in Settings to persist.
Connect Platforms
Google buttons use the same OAuth Client ID as Tasks → Google Calendar. In Google Cloud, enable: Calendar, Google Analytics Admin, Search Console, Google Ads API, and Google Business Profile / My Business Account Management.
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Analytics Dashboard
PostHog shows live website pageviews above when configured. Connect Google and other platforms below for ads and search data.
Invoices
Loading invoices...
Paid
$0
Pending
$0
Overdue
$0
No invoices yet. Create your first one.
Tasks
Team tasks, Google Calendar, and upcoming invoice payments
Google Calendar
Ready — Connect signs you in for Calendar plus Analytics, Search Console, Business Profile, and Ads (same OAuth client).
Events below match the month shown in “Month at a glance” (not all accounts).
Upcoming payments
Open invoices from Supabase plus scheduled retainer dates (next ~95 days). Matched clients show estimated MRR. Click invoice rows to open in Invoices.
Month at a glance
This month: Google (blue), tasks (red), invoice dues (blue), retainers (black slate).
G Google
T Task
$ Invoice due
R Retainer
No tasks yet. Add a task and assign to team.
SOPs
Standard procedures by service — edit, embed images or videos, export PDF for your team
Select an SOP from the list, or create a new one.
Reports
Month-over-month acquisition and milestones you define
Growth — from Apr 2026
| Month | New clients | New pipeline leads | Closed won | MoM clients |
|---|---|---|---|---|
| Loading… | ||||
Trend — new clients
Bank statements (accounting)
Upload PDF or CSV exports for your records. Files are sent to Supabase Storage bucket bank-statements when it exists; otherwise metadata is kept in this browser only.
Milestones & campaign beats
Track launches, “follow us” pushes, or quarterly goals. Stored in this browser (export from backups if needed).
Settings
Agency profile, integrations, and team management
Agency Profile
White-label branding
Agency name
Client-facing brand name
Primary email
For automations and replies
Theme
Switch between dark and daylight mode
Team Members
Manage access and roles
Google integrations
Same OAuth Web Client ID powers Calendar, Analytics (GA4 admin), Search Console, Business Profile, and Ads list in this CRM. Use Authorized JavaScript origins for this site. Google Ads also needs an API developer token from your Google Ads manager account (stored below for API calls from the browser — treat it as sensitive).
PostHog (website analytics)
The marketing site already sends pageviews via PostHog. Add a Personal API Key (not the public project key) and your numeric Project ID from PostHog → Project settings to load top pages and referrers in Analytics Hub. Uses the same hostname filter as Google above.