CE Exit demo ✕

Good morning, DJ

Here's your business in under 30 seconds.
Revenue · MTD
$12,480
▲ 18%
Open pipeline
$42,600
9 deals
Tasks due
7
2 overdue
Automation health
OK
14 flows
Recent activity
New lead · Titanium Detailing2m
Invoice #1042 paid · $5001h
Proposal approved · STAKE3h
Follow-up sent · automatic3h
Review request · 2 sent5h
Business Scan72 / 100
Marketing81
Sales64
Automation48

CRM

Every customer, every interaction — one place.
NameCompanyStageValueLast touch
Mike R.Titanium DetailingCustomer$5002m ago
Sarah L.STAKE CapitalProposal$2,0003h ago
Jordan P.Fly Style StudioNegotiation$1,5001d ago
Alex T.Shiftly (pilot)Discovery$8,0002d ago
Dana W.Top FlavorzCustomer$2504d ago

Pipeline

$42,600 open across 9 deals.
Lead3
Roofing co.
$3,000
Dental practice
$5,500
Food truck
$1,200
Qualified2
Shiftly pilot
$8,000
Law firm site
$2,500
Proposal2
STAKE Capital
$2,000
Fly Style Studio
$1,500
Won2
Titanium Detailing
$500
Top Flavorz
$250

Projects

The execution layer — every build in flight.
Titanium Detailing — SiteLive
6 / 6 milestones · shipped in ~1 week
STAKE — Acquisition OSIn build
11 / 20 milestones · design review Thu
Fly Style — RebrandReview
awaiting client approval
Shiftly — DiscoveryPlanning
scope + roadmap in progress

Automations

14 flows running. The work that runs itself.
New lead→Send SMS in 60s→Create CRM deal→Notify DJ
Invoice paid→Send receipt→Request review in 3d
Booking made→Add to calendar→Reminder 24h before
Project shipped→Send handoff guide→Start Care Plan

AI Assistant

Full context of your workspace — ask it anything.
AI
Morning, DJ. You have 7 tasks today and 2 overdue. Titanium's invoice was paid — I've queued the review request. Want me to draft this week's follow-ups for the 3 proposal-stage deals?
DJ
What's my biggest risk right now?
AI
The Fly Style rebrand is 80% done but stalled on client approval for 4 days — that's your highest-value item at risk. I can nudge them with a friendly check-in and attach the preview link. Want me to send it?

Business Scan

Score every system, get a priority roadmap.
Run the real scan →
Latest scan
72 / 100
Strong systems
Customer experience90
Marketing81
Automation48
Priority roadmap
  1. 01Automation (48) — add workflows that remove repetitive work. → Automation & AI
  2. 02Sales (64) — instant follow-up + pipeline tracking. → CRM
  3. 03Technology (68) — connect the tools, one dashboard. → Business OS

Analytics

What's working, where leads come from, what to fix.
Site visitors · 30d
3,410
▲ 22%
Leads
86
▲ 12%
Conversion
31%
lead → customer
Avg. response
54s
automated
Lead sources
Google / local44%
Referrals28%
Social18%
Direct10%