● Alex Mitchell
Welcome back
What needs you today, then how the business is doing.
Your day
How the business is doing
Compared with the period before
Universal Operating Shortcuts
Jump directly into complete business workflows
Inbox
WhatsApp, SMS and website chat with customers, in one place
Website chat
Put the chat box on your website; visitors' messages arrive here.
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Choose a conversation.
Reports
Dashboards, your own reports, the sales forecast, targets and reports by email
Use the arrows and × on each widget to move or remove it.
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Choose what to report on and press Show report.
Saved reports
| Name | On | Shared | By | Actions |
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Reports sent by email to people in your organization. Each person only sees what their own access allows.
| Name | What | When | To | Next | Last sent | Actions |
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Sales dashboard
Pipeline value, deals to move, tasks due and contacts to follow up
Pipeline Forecast Categories
Stage Probability Coverage| Name & Title | Company | Location | Lifecycle Stage | Actions | ||
|---|---|---|---|---|---|---|
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| Company Name | Domain / Web | Industry | Tier | Rating | Actions |
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| Product / Service | SKU Code | Unit Price (USD) | Description | Status |
|---|---|---|---|---|
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Quotes
Quotes across all deals. Click a quote to open its deal.
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| Task Title | Priority | Status | Due Date | Actions |
|---|---|---|---|---|
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Sales Funnel Conversion
| Stage | Deals | Pipeline Value |
|---|---|---|
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Win / Loss Analysis & Reasons
| Outcome / Reason | Deal Count |
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| When | Who | Result | Length | Outcome | By | Actions |
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| Target Contact / Deal | Note Content / Activity | Author | Date & Time |
|---|---|---|---|
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Prospects
New leads to check and score before they become contacts and deals
| Company | Contact | Domain | Score | Status | Owner | Actions | |
|---|---|---|---|---|---|---|---|
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Email campaigns
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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Social media
Plan, schedule and publish posts to LinkedIn, Facebook, Instagram and X
Reusable Content Templates
Pre-approved copywriting templates, recurring hashtags, and campaign frameworks
| Sender | Message | Channel | Status | Received |
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| Platform | Handle | Account Name | Status | Connected At |
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Forms and surveys
Forms for your website: enquiries, sign-ups and feedback. Answers become contacts.
| Form Title | Slug | Status | Auto CRM Contact | Public URL | Actions |
|---|---|---|---|---|---|
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Form Submissions
Persisted responses & CRM contact sync state
| Submission ID | Answers (JSON) | CRM Contact ID | Submitted At |
|---|---|---|---|
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Invoices and payments
Invoices, payments, credit notes, reminders and recurring invoices
Subscription Period
Renewal timeline & gateway status
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Payment Gateway
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.
Invoices
Customer invoices, payments received and balances due
| Invoice # | Customer | Total | Paid | Balance | Status | Due | Actions |
|---|---|---|---|---|---|---|---|
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Invoices made automatically every week, month or year. Each one can be issued and emailed to the customer by itself.
| Name | Customer | Amount | Repeats | Next invoice | Made | Status | Actions |
|---|---|---|---|---|---|---|---|
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Credit notes
| Credit note # | Invoice | Customer | Date | Reason | Tax | Amount |
|---|---|---|---|---|---|---|
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Refunds
| Refund # | Invoice | Customer | Date | Method | Reference | Amount |
|---|---|---|---|---|---|---|
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Suppliers and purchasing
Suppliers, purchase requests and approvals, purchase orders and supplier bills
| Vendor Name | Category | Contact Email | Payment Terms | Status | Actions |
|---|---|---|---|---|---|
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| Request Title | Vendor | Amount | Status | Created | Actions |
|---|---|---|---|---|---|
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| PO Number | Vendor | Total | Received | Billed | Status | Issued |
|---|---|---|---|---|---|---|
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| Bill | Vendor | PO | Amount | Balance | Status | Due | Actions |
|---|---|---|---|---|---|---|---|
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Workflows
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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Settings
Your organization, people and roles, fields and pipelines, tools and security
Organization Settings
Multi-tenant boundary metadata and identifier
Email Delivery —
Invitations, booking confirmations and ticket replies are recorded here.
| When | To | Subject | Status |
|---|---|---|---|
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| Member Name | Role | Joined | Actions | |
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Pending Invitations
| Role | Status | Expires | Actions | |
|---|---|---|---|---|
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| Team Name | Description | Members | Actions |
|---|---|---|---|
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| 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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AI assistant (Claude)
Scores leads, drafts emails and replies, summarises contacts, deals and tickets, suggests next steps and helps clean up data. When it is on, the record being worked on is sent to Anthropic's Claude to write the answer. Nothing is sent or changed without a person clicking.
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System health
The whole service, every organization. Public status: /api/v1/status
Alerts
Backups
Each backup is restored into a scratch database and compared with the live one before it counts.
| Taken | Result | Size | Restore check | Off-site | Disk free |
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Errors
Slowest requests (last hour, this server)
| Route | Requests | Typical | 95% | Slowest | Errors |
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GST & UPI (India)
Used on your rupee invoices: GSTIN and address in the header, CGST + SGST or IGST worked out from the place of supply, HSN/SAC codes on each line, and a UPI QR code customers can scan to pay. The same details are needed to register e-invoices.
GSTR-1 export
Your sales for a month, laid out like the GST offline tool's sheets (B2B, B2C large, B2C small, HSN summary). Give the files to your accountant or copy them into the offline tool. Credit notes are not included yet: add them there yourself.
Customer portal
Your customers sign in with a one-time link sent to their email (no password) and see their own quotes (to accept and sign), invoices (to pay online) and support requests. Only records linked to that contact are shown.
API keys
Let your own systems read and change CRM data. API documentation
| Name | Key | Can | Last used | Made by | Actions |
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Webhooks
XONIKA3 tells your systems when something happens (signed, retried for a day if your system is down).
Clean up contacts
Free checks: names in all capitals, emails and phone numbers that look wrong, company from a work email, duplicates. The AI check also catches country codes, misspelled cities, job titles and swapped names.
| Contact | What | Now | Suggested | Why | Actions |
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Two-step login
Where you are signed in
Sign-in with Google or Microsoft
Company login (SAML single sign-on)
Your team signs in with Okta, Microsoft Entra ID, Google Workspace, OneLogin or JumpCloud. In your identity provider, add a SAML app with the two addresses below, then paste its details here.
Organization
Privacy requests
Background events
Technical: background events waiting to be processed, and failed ones you can retry
Failed Outbox Events (Dead-Letter Queue)
Authorized operators can inspect failure causes and trigger immediate replay
| Event ID | Topic | Retries | Last Error | Created | Actions |
|---|---|---|---|---|---|
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Orders and stock
Orders from your store or entered by hand, discounts, fulfilment and stock
Recent Orders
Click an order to see its items and totals
| Order # | Customer | Total | Status | Invoice | Paid | Created | Actions |
|---|---|---|---|---|---|---|---|
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Stock
Quantity on hand per product. Fulfilled orders take stock out; returns on a credit note can put it back.
| Product | SKU | On hand | Reorder at | Cost | Stock value | Status | Actions |
|---|---|---|---|---|---|---|---|
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Stock history
| When | Product | Change | Balance | Why | Reference | By |
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Discount Coupons
Promotional percentage and fixed amount discount codes
| Code | Type | Value | Min Order | Uses | Status |
|---|---|---|---|---|---|
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Accounting
Accounts, journal entries, P&L, balance sheet, cash flow and GST reports
Reports
Profit and loss, balance sheet, cash flow, GST / tax, and closing the books
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Trial Balance
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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Chart of Accounts
Accounts marked Automatic are created and posted to by invoices and payments
| Account Code | Account Name | Type | Normal Balance | Currency | Origin |
|---|---|---|---|---|---|
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Journal Entries Audit Log
Manual entries can be reversed; automatic entries come from invoices and payments
| Entry # | Date | Description | Source | Status | Total Amount | Actions |
|---|---|---|---|---|---|---|
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Projects
Projects, tasks, owners and deadlines
Projects
Click a project to manage its tasks and status
| Project Name | Status | Priority | Budget | Tasks | Target Date | Actions |
|---|---|---|---|---|---|---|
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My Open Tasks
Tasks assigned to you that are not done
Tickets
Tickets, replies, assignment and response deadlines
Tickets
First reply due by priority: urgent 4h, high 8h, medium 24h, low 48h
| Ticket # | Subject | Priority | Status | First Reply | Assignee | |
|---|---|---|---|---|---|---|
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Help centre articles
Answers written once: customers read them on your help centre, the chat assistant answers from them, and they are suggested on tickets.
| Title | Category | Status | Views | Helpful | Updated |
|---|
Help centre and customer satisfaction
Meetings and booking pages
Booking pages customers use to book a time with you, and the meetings booked
Event Types
Shareable meeting templates with duration, location, and buffer rules
Scheduled Appointments
All confirmed, completed, and rescheduled reservations
| Attendee | Event Type | Scheduled Time | Host | Status | Actions | |
|---|---|---|---|---|---|---|
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Partners
Resellers and referral partners, their deal registrations and commissions
Channel Resellers
Active partner companies with tier and commission rates
| Company | Tier | Status | Commission % | Agreement | Enrolled |
|---|---|---|---|---|---|
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Registered Deals
Partner-submitted enterprise deals awaiting review or approval
| Partner | End customer | Expected value | Status | Expires | Actions |
|---|---|---|---|---|---|
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Commissions
Earned when a registered deal is won; payable once the customer pays
| Partner | Deal | Deal value | Rate | Commission | Status | Actions |
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Integrations
Connect Stripe, calendars, social accounts, your website and your online store. Keys are checked with the service before they are saved, and stored encrypted.
Your connections
What is connected now, whether it works, and when it last synced
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Leads from ads
People who fill in a lead form on your Facebook, Instagram or Google ads arrive here as contacts, with the campaign and form they came from
Which ads bring customers (last 90 days)
Latest leads
Add a connection
Choose a service. Calendars are personal: each team member connects their own.
Sync history
Each store sync: what came in, what changed, and any errors
| When | Connection | Type | Result | Checked | New | Updated | Failed | Notes |
|---|---|---|---|---|---|---|---|---|
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