Dashboard

Dashboard

Your operations rolled up into one beautiful summary

₹0 Revenue
0 Active Clients
0 Projects
0 Outstanding

Revenue Analytics

JanFebMarAprMayJunJulAugSepOctNovDec

Upcoming & Recent

No recent items to show.

CRM Lead Pipeline

Track prospective leads from first contact to close

New Lead 0
In Talks 0
Proposal Sent 0
Won 0
Lost 0

Clients Vault

Access your clients' folder cabinets, contracts, and history

Active Cabinets
Completed Cabinets

Projects

Manage project timelines, tasks, and budgets

Active Projects
Completed Projects

Select or create a project to display the task board.

Invoices & Quotations

Generate branded itemized PDFs and track payments in ₹

Document ID Client Type Total (GST incl.) Issue Date Status Actions
No records found.

Proposals

Build Scope of Work templates and get them signed digitally

Proposal Title Client Status Signed By Signed Date Actions
No proposals found.

Intake Forms

Share tokenized onboarding forms with clients to retrieve details

Form Title Client Folder Public URL Submissions Actions
No intake templates defined.

Meetings

Schedule syncs and auto-generate virtual meeting invitations

Topic Client Scheduled Date / Time Meeting URL Actions
No scheduled meetings.

Verified Reviews

Share your credentials and display testimonials automatically

Embed Badge

Display your average rating on your portfolio site using this code snippet:

<iframe src="/reviews-badge" width="150" height="40" style="border:none"></iframe>

Your Public Review Portfolio

Clients can read reviews left by other clients at this public endpoint:

/?reviews=userId
View Portfolio Page

Client Testimonials Feed

No client reviews logged yet.

Team Management

Collaborate with developers, designers, and track payments

Member Name Email Address Role / Status Paid Sum Actions
No team members added.

Client Workspace

Welcome back! Review project status and sign files below

Client Portal

My Active Projects

No assigned projects yet.

Contracts & Proposals to Review

No pending documents to sign.

Billing & Invoices

No invoices raised.

Onboarding & Intake Forms

No pending forms.

Onboarding Intake

Please fill out this quick form so we can align details.

Client Testimonials

Verified feedback from completed projects

★★★★★
5.0 / 5.0 Star Rating

INVOICE

BILLED TO:

DATE OF ISSUE: July 15, 2026

DUE DATE: July 30, 2026

Description Qty Rate Amount

Subtotal: ₹0.00

GST (18%): ₹0.00

Total: ₹0.00