PIPELINE42.80L12.4%COLLECTED18.35L4.1%OVERDUE3.12L8.6%PROJECTS272.0%WIN RATE38.4%1.7%LEADS16422.5%UTILISATION81%1.2%HEADCOUNT346.3%

The agency operating system

Run the whole agency
on one board.

Sales, delivery, finance, HR and marketing in a single white-label workspace — with an assistant that reads your live data instead of guessing.

30modules0paid keys neededRBACon every route
Desk / Command Center
PIPELINE42.80L 12.4%
COLLECTED18.35L 4.1%
OVERDUE3.12L 8.6%
PROJECTS27 2.0%
WIN RATE38.4% 1.7%
LEADS164 22.5%
CoversLeadsPipelineClientsProjectsFinanceHRCampaignsContentReportingProposalsAssetsAI

Instruments

Command Center

Open the app and see the whole agency at a glance — live KPIs, an AI-written daily digest, and pipeline plus revenue without opening five tabs.

Live KPIsAI daily digestPipeline + revenue

Sales Pipeline

A drag-and-drop kanban with weighted forecasting and win/loss tracking so you always know what's really going to close.

Drag-drop kanbanWeighted forecastWin / loss

Leads

Capture inbound leads through a public intake webhook, score them automatically, and convert the good ones into deals and clients.

Intake webhookScoringOne-click convert

Clients 360° + Client Portal

Every client in one view, plus a white-label portal where clients approve work, view invoices, and read shared reports under your brand.

360° profilesWhite-label portalApprovals & invoices

Projects

Run delivery in board, list, or calendar view with milestones, deliverables, client approvals, and built-in time tracking.

Board / list / calendarMilestonesTime tracking

Finance & Billing

Raise GST-ready invoices, record payments, and watch profitability dashboards turn project work into clear numbers.

GST invoicesPaymentsProfitability

Team, HR & Infinity Hire ATS

Attendance, leave, auto-payroll and salary slips for the team — plus Infinity Hire, a hiring kanban with offer management for new roles.

Attendance & leaveAuto-payroll + slipsInfinity Hire hiring kanban

Marketing

Plan a content calendar, run campaigns with ROAS tracking, and assemble client-ready reports in the reporting studio with PDF export.

Content calendarCampaigns + ROASReporting studio (PDF)

Products, Partners & Sales Agents

Track your own products' MRR, manage partner and reseller relationships, and pay sales agents on commission with live leaderboards.

MRR trackingCommissionsLeaderboards

Toolkit

Everyday utilities built in: Linktree pages, QR codes, PDF e-sign, a file converter, an AI proposal generator and an AI Gmail digest.

Linktree + QRPDF e-sign + converterAI proposal & Gmail digest

AI Assistant

An assistant that actually knows your live workspace data and answers in plain English — ask about a deal, a client, or this month's numbers.

Knows your live dataPlain-English answersContext-aware

Security & ⌘K Palette

Server-enforced role-based access control with a granular permission matrix and an audit log — and a ⌘K command palette to jump anywhere.

Server-enforced RBACPermission matrix + audit log⌘K command palette

Why it replaces the stack

01

One workspace, not seven tools

Stop stitching together a CRM, a PM tool, invoicing, an HRMS and a pile of toolkits — it all lives in one secure surface.

02

Sell, deliver and bill in one flow

A deal becomes a project becomes an invoice without re-entering anything or exporting spreadsheets between apps.

03

Your brand in front of clients

Approvals, invoices and reports reach clients through a white-label portal — no third-party logos, just yours.

04

Runs with zero paid keys

The whole OS runs without any paid API keys and is RBAC-secure by default, so every role only sees what it should.

Close the other eight tabs.

One board for the work, the money and the people.