Every module talks to every other. Your dashboard knows your income, pipeline, and habits. All at once.
◈
Dashboard
See income, pipeline, MRR, and year progress every morning. Set monthly targets and track them visually.
live metrics
monthly target
income chart
◫
Year Plan
Map the full year by month and week. Add tasks by category: Marketing, Design, Finance. Write monthly reflections.
12 months
weekly breakdown
category filter
✓
Daily Tasks
Brain dump anything instantly. Navigate between days, set priorities, track progress with a visual daily bar.
brain dump
priority levels
day progress
▦
Calendar
Full monthly view with colour-coded events: scheduled, done, postponed, cancelled. Today's events show on your Dashboard.
monthly view
colour-coded
dashboard sync
◷
Work Timeline
Kanban timeline by day. Add work items with progress %, status, and notes. Navigate by month. Today always highlighted.
kanban view
progress %
monthly nav
◑
Client Pipeline
5-stage Kanban: Lead, Contacted, Proposal, Won, Lost. See total value per stage and overall pipeline metrics instantly.
5 stages
deal value
pipeline metrics
◎
Clients
Full CRM: name, business, WhatsApp, Instagram, email, website, status, notes. Search and filter in seconds.
full CRM
search + filter
WhatsApp link
↻
Retainers
Track recurring clients, see MRR history by month, and close more retainers with a built-in pitch script editor.
MRR tracking
MRR history
pitch editor
↑
Income
Log every payment with invoice number, source, and status. Never miss a pending invoice. Export CSV anytime.
invoice numbers
pending tracker
CSV export
↓
Expenses
Log expenses with custom categories, set an opening balance per month, see net profit. Export CSV for your accountant.
custom categories
opening balance
CSV export
◉
Habit Tracker
Daily and weekly habits with a 31-day checkbox grid. Completion bar chart and overall progress. Build the same way you build your business.
daily + weekly
completion chart
archive
⊞
Resources
Personal link and tool library. Save URLs, notes, and references. Find anything in seconds. All in one clean card view.
link library
notes
card layout