Agency Dashboard
Share
Explore

Intro Page

It's all you need to know about this doc
This doc is meant to represent all the key data that you need for operating a small agency. You can manage your customers via CRM, navigate potential deals via pipeline, make projects from deals that you’ve won, and add vendors for the job that should be done. You also can prepare the invoices in both directions and see the budget balance for the projects.

Core entities

Automations

Configuration


Share
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.