Global Business Operating System & Multi-Tenant SaaS Platform
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Real-time cross-module metrics computed directly from PostgreSQL business records
Jump directly into complete business workflows
Manage customer contacts, company accounts, deals pipeline, tasks, and interaction timelines
| Name & Title | Company | Location | Lifecycle Stage | Actions | ||
|---|---|---|---|---|---|---|
| Loading contacts... | ||||||
| Company Name | Domain / Web | Industry | Tier | Health Score | Actions |
|---|---|---|---|---|---|
| Loading companies... | |||||
| Product / Service | SKU Code | Unit Price (USD) | Description | Status |
|---|---|---|---|---|
| Loading products catalog... | ||||
Quotes across all deals. Click a quote to open its deal.
Loading quotes...
| Task Title | Priority | Status | Due Date | Actions |
|---|---|---|---|---|
| Loading tasks... | ||||
| Stage | Deals | Pipeline Value |
|---|---|---|
| Loading funnel... | ||
| Outcome / Reason | Deal Count |
|---|---|
| Loading win/loss analysis... | |
| Target Contact / Deal | Note Content / Activity | Author | Date & Time |
|---|---|---|---|
| Loading customer timeline... | |||
Discover targeted leads, score opportunities, and convert qualified leads into CRM records with 1-click
| Company | Contact | Domain | Score | Status | Owner | Actions | |
|---|---|---|---|---|---|---|---|
| Loading leads... | |||||||
Send emails to lists of contacts. Every email has a one-click unsubscribe; opens, clicks, bounces and unsubscribes are counted per person.
| Campaign | Status | List | Sent to | Delivered | Opened | Clicked | Actions |
|---|---|---|---|---|---|---|---|
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| Template | Subject | Shared | Used | Actions |
|---|---|---|---|---|
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| Sequence | Emails | In it now | Replied | Finished | On | Actions |
|---|---|---|---|---|---|---|
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| List | Kind | People | Can receive email | Actions |
|---|---|---|---|---|
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Visual content calendar, multi-channel post composer, publication scheduler, and engagement inbox
Pre-approved copywriting templates, recurring hashtags, and campaign frameworks
| Sender | Message | Channel | Status | Received |
|---|---|---|---|---|
| Loading messages... | ||||
| Platform | Handle | Account Name | Status | Connected At |
|---|---|---|---|---|
| Loading accounts... | ||||
Typeform-style responsive forms for lead capture, feedback, and automated CRM contact synchronization
| Form Title | Slug | Status | Auto CRM Contact | Public URL | Actions |
|---|---|---|---|---|---|
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Persisted responses & CRM contact sync state
| Submission ID | Answers (JSON) | CRM Contact ID | Submitted At |
|---|---|---|---|
| No responses yet | |||
Real-time plan entitlements, usage limits, customer invoice creation, automated tax, and payment tracking
Renewal timeline & gateway status
Loading subscription details...
Provider Boundaries & Security
Provider: Stripe (Test-Mode Adapter)
Webhook Verification: HMAC-SHA256 signature verification active.
Dunning Policy: Retries 1-3 maintain grace period; >3 transitions to uncollectible.
Customer invoices, payments received and balances due
| Invoice # | Customer | Total | Paid | Balance | Status | Due | Actions |
|---|---|---|---|---|---|---|---|
| Loading invoices... | |||||||
Supplier catalog, purchase approval workflow, automatic Purchase Order issuance, and compliance records
| Vendor Name | Category | Contact Email | Payment Terms | Status | Actions |
|---|---|---|---|---|---|
| Loading vendors... | |||||
| Request Title | Vendor | Amount | Status | Created | Actions |
|---|---|---|---|---|---|
| Loading requests... | |||||
| PO Number | Vendor | Total | Received | Billed | Status | Issued |
|---|---|---|---|---|---|---|
| Loading purchase orders... | ||||||
| Bill | Vendor | PO | Amount | Balance | Status | Due | Actions |
|---|---|---|---|---|---|---|---|
| Loading bills... | |||||||
Rules that act by themselves when something happens: a deal is won, a form is filled in, a ticket is opened. Every run is recorded below.
| Rule | When | Then | On | Runs | Last run | Actions |
|---|---|---|---|---|---|---|
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| When | Rule | Result | What happened | |
|---|---|---|---|---|
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Manage organization profiles, user role permissions, invitations, and functional teams
Multi-tenant boundary metadata and identifier
Invitations, booking confirmations and ticket replies are recorded here.
| When | To | Subject | Status |
|---|---|---|---|
| Loading... | |||
| Member Name | Role | Joined | Actions | |
|---|---|---|---|---|
| Loading members... | ||||
| Role | Status | Expires | Actions | |
|---|---|---|---|---|
| Loading invitations... | ||||
| Team Name | Description | Members | Actions |
|---|---|---|---|
| Loading teams... | |||
| Field | Type | Choices | Required | Used in | Actions |
|---|---|---|---|---|---|
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| When | What | File | By | New | Updated | Skipped | Failed | |
|---|---|---|---|---|---|---|---|---|
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| When | Who | What | Record | Where from |
|---|---|---|---|---|
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Real-time outbox relay metrics, lease lock monitoring, and failed event inspection with replay capabilities
Authorized operators can inspect failure causes and trigger immediate replay
| Event ID | Topic | Retries | Last Error | Created | Actions |
|---|---|---|---|---|---|
| No failed events detected | |||||
Multi-tenant catalog orders, checkout fulfillment, discounts, and margins
Click an order to see its items and totals
| Order # | Customer | Total | Status | Invoice | Paid | Created | Actions |
|---|---|---|---|---|---|---|---|
| Loading orders... | |||||||
Promotional percentage and fixed amount discount codes
| Code | Type | Value | Min Order | Uses | Status |
|---|---|---|---|---|---|
| Loading coupons... | |||||
Chart of accounts, balanced journal postings, and real-time trial balance verification
Debits and credits summed from posted journal lines, per currency
| Currency | Total Debits | Total Credits | Status |
|---|---|---|---|
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| Code | Account | Currency | Debit | Credit |
|---|---|---|---|---|
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Accounts marked Automatic are created and posted to by invoices and payments
| Account Code | Account Name | Type | Normal Balance | Currency | Origin |
|---|---|---|---|---|---|
| Loading chart of accounts... | |||||
Manual entries can be reversed; automatic entries come from invoices and payments
| Entry # | Date | Description | Source | Status | Total Amount | Actions |
|---|---|---|---|---|---|---|
| Loading journal entries... | ||||||
Projects, tasks, owners and deadlines
Click a project to manage its tasks and status
| Project Name | Status | Priority | Budget | Tasks | Target Date | Actions |
|---|---|---|---|---|---|---|
| Loading projects... | ||||||
Tasks assigned to you that are not done
Tickets, replies, assignment and response deadlines
First reply due by priority: urgent 4h, high 8h, medium 24h, low 48h
| Ticket # | Subject | Priority | Status | First Reply | Assignee | |
|---|---|---|---|---|---|---|
| Loading tickets... | ||||||
Calendly-grade scheduling engine with real-time server availability, buffer controls, and conflict-free booking
Shareable meeting templates with duration, location, and buffer rules
All confirmed, completed, and rescheduled reservations
| Attendee | Event Type | Scheduled Time | Host | Status | Actions | |
|---|---|---|---|---|---|---|
| Loading bookings... | ||||||
Channel partners, reseller tiers, commission rules, and deal registration approvals
Active partner companies with tier and commission rates
| Company | Tier | Status | Commission % | Agreement | Enrolled |
|---|---|---|---|---|---|
| Loading partner resellers... | |||||
Partner-submitted enterprise deals awaiting review or approval
| End Customer | Expected Value | Status | Expiration Date | Actions |
|---|---|---|---|---|
| Loading registered deals... | ||||
Connect Stripe, calendars, social accounts, your website and your online store. Keys are checked with the service before they are saved, and stored encrypted.
What is connected now, whether it works, and when it last synced
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Choose a service. Calendars are personal: each team member connects their own.
Each store sync: what came in, what changed, and any errors
| When | Connection | Type | Result | Checked | New | Updated | Failed | Notes |
|---|---|---|---|---|---|---|---|---|
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Your workspace operates on an isolated multi-tenant plan. Select a tier below to view live proration estimates and upgrade instantly.
3 seats, 1,000 CRM contacts, 2 connectors
15 seats, 10k contacts, Bookings & Social
Unlimited seats & records, priority SLA
| Description | Qty | Price | Total |
|---|---|---|---|
| Enterprise Subscription Service | 1 | $79.00 | $79.00 |
Scanning for duplicates...
Choose a CSV file (in Excel or Google Sheets: Save as / Download as CSV). Up to 20,000 rows. The first line must be the column names.
| Column in your file | Example | Goes into |
|---|
This permanently removes the person and their notes, activities, follow-ups, emails, form answers and list memberships, and blanks their bookings and tickets. It cannot be undone.
Invoices and orders are kept because tax law requires them; they will no longer link to the person. Their email address stays on the do-not-email list so they are never emailed again.
Line amounts exclude tax. The invoice number is assigned automatically.
Plan and schedule multi-channel social media posts onto your content calendar
Send this link to . It is shown only once.
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Company • Title
No active deals linked to this contact.
No audit events recorded yet.
domain.com • Industry
No contacts associated with this account.
No active deals for this account.
No audit events recorded yet.
Invoice a won deal directly, or use a quote: an accepted quote creates an order you invoice from Orders.
No individual line items added.
No formal quotes generated.
No stage transition history recorded.
No audit events recorded yet.
domain.com
Links or creates the company and contact (no duplicates) and opens a qualified deal.
| Item | Qty | Unit price | Tax % | Amount (ex tax) |
|---|---|---|---|---|
| Loading... | ||||
| Payment # | Date | Method | Reference | Amount |
|---|---|---|---|---|
| — | ||||
—
No purchase orders issued to this vendor yet.
UUID
{ "status": "empty" }
Vendor: —
Choose what you are told about. Emails are sent only when email delivery is connected.
| Event | In the app | By email |
|---|
—
—
/f/enterprise-contact • Auto-syncs to CRM Contact
Trigger: crm.deal.won
{ "status": "executed" }
Channel: Email + LinkedIn Ads