Software
Project Management OS
The operating system for high-performance agencies
// platform capabilities
What We Built
Every feature engineered to solve a real problem — not just fill a feature list.
Clients Sign and Pay — You Just Watch
Contracts go out, come back signed, deposits get collected, and balance payments process automatically — without a single follow-up email. The system handles every awkward money and paperwork conversation so you don't have to. Close a deal and the rest takes care of itself.
Two-Part Payments, Zero Manual Invoicing
Deposits and balance payments run through Stripe end-to-end. Clients get a payment link, they pay, it shows up in the dashboard immediately. No invoicing, no chasing, no wondering if the check is coming. Revenue is predictable because the process is automated.
Proposals That Double as Contracts
Generate a detailed Scope of Work with phase-by-phase breakdowns, send it for approval, and the client signs digitally. The SOW becomes the contract and the project roadmap in one document. No back-and-forth, no version confusion — approved means approved and it's on the record.
Built-In Sales Academy for Your Reps
A full video training academy with series, modules, quizzes, and AI-powered recommendations is built directly into the platform. New sales reps onboard themselves, track their progress, and get personalized next steps. Training happens without a manager in the room.
Clients Always Know Where Things Stand
Every client has their own portal to view their roadmap, review the SOW, track project phases, and make payments. The 'where are we at?' email disappears. Clients feel informed and in control — which means fewer check-in calls and faster approvals.
Every Approval Is Legally Airtight
Approvals are timestamped with IP address, consent text, and the client's typed name. If there's ever a dispute about what was agreed to and when, you have an immutable audit trail that holds up. No more 'I never agreed to that' conversations.
Real Profit on Every Job, in Real Time
Contractor payouts, miscellaneous costs, and revenue are tracked per sale so you always know your actual margin — not just gross revenue. You'll know which tiers and which clients are worth scaling and which are eating your margin before it's too late to fix it.
The Challenge
Managing an agency across dozens of tools - CRM, project management, sales tracking, team communication, billing - creates data silos, missed handoffs, and zero visibility into actual profitability.
Our Solution
A unified platform that consolidates revenue tracking, sales pipeline, lead management, task assignment, team performance, AI cost monitoring, and internal communications into one real-time dashboard.
The Results
Complete operational visibility with real-time revenue, MRR, profit margins, team performance leaderboards, and AI usage analytics - all from a single login.
Project Deep Dive
- ▸Product catalog for managing productized service offerings with version control (draft and published states)
- ▸Flexible task scheduling with one-time, daily, weekly, monthly, and custom RRULE (RFC 5545) recurrence patterns
- ▸Sales-to-fulfillment pipeline that automatically generates task instances from product templates when a sale is created
- ▸Team management with lead/member roles, multi-team membership, and per-product qualification controls
- ▸GoHighLevel webhook integration for ingesting contacts and opportunities with round-robin assignment
- ▸Full audit trail with event logging, filterable by action, user, entity, and date range
More Screenshots
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