Clients · Operations
💱 USD → ₹—
☁ Synced

Dashboard

Pending collections · low-balance alerts · monthly revenue

Add deliverable category

Create a new line item. It will appear in Work Tracker, Pricing, and Invoice automatically — no duplicate setup anywhere.

Add new client

Set the basics. You'll set up deliverables in the Work Tracker right after.

💱 Currency Rates → INR

Set the default rate for each currency, and optionally a custom rate per month (e.g. dollar was ₹83 in March, ₹85 in May). Months without a custom rate fall back to the default.

💡 These rates are used everywhere — payments, dashboard rollups, ledger, and per-client INR equivalents. Monthly rates save instantly. Leave the default blank to skip a currency.

Rename client

Update the display name. This changes everywhere — modal, invoices, dashboard.

📄 Final Invoice Preview
Click any text to edit · changes save instantly
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Add Lead

Track potential clients through your pipeline — separate from onboarded clients.

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Move to Stage
Follow-Up Engine
Next Follow-Up
Assigned To
Follow-Up Count
0
Last Contact
Lead Details
Log Activity
Add Video to Pipeline