Clients
Manage all active projects with budgets & services
| Client | Services | Budget | Month/Year | Status | |
|---|---|---|---|---|---|
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Payments
Auto-generated from client budgets
| Client / Period | Budget | Received | Balance | Expenses | Net P/L | Progress | Actions |
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Instagram
Content calendar & monthly targets
Pitching Pipeline
New prospects & proposed services
Meetings
Schedule & track all meetings
📋 My To-Do
Your assigned tasks across all clients
💸 Expenses
Track all agency expenses & profit/loss
⚡ Admin Dashboard
Member management, activity log & trash recovery
👥 Team Members & PINs
📋 All Team Tasks Click status to toggle
📋 All Team Tasks
📋 Activity Log
🗑️ Trash (7-day recovery)