Deals, contacts, stages, follow-ups.
Sample data
Each deal carries the brand, the contact, the scope, the fee, the deliverables, and the dates. Stages are plain: inquiry, quoted, agreed, in production, delivered, invoiced, paid.
- Every inquiry from your page arrives as a deal, not a lost email
- Follow-ups surface when a reply or a deliverable is late
- Contracts bank and business documents stay attached to the deal
- Connected paid-plan inboxes bring email and DM threads onto the record
