Dashboard
Quick access to all internal tools
Core
Pipeline
CRM overview: clients, deals, leads, onboarding status
Customer Directory
All clients sortable by MRR, tenure, status
Onboarding
Active client onboarding tracker with progress
MRR Dashboard
Live Square revenue data and projections
Task Board
Drag and drop task management
Reports
Monthly client ROI reports
Fulfillment
Go to Market
Social Prospecting
Instagram, Facebook, and Nextdoor outreach — activity and automations
Cold Email
Contractor pipeline, social→Instantly, and job scraper
LinkedIn
LinkedIn → GojiBerry lead push
Content