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CRM · Client Management

Client Onboarding Hub

Streamline how you onboard new clients — centralise documents, tasks, and communication in one place.

  • ✓ Onboarding checklist builder
  • ✓ Document request tracker
  • ✓ Client portal link sharing
  • ✓ Status dashboard view
One-time access
$59
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CRM · Sales

Lead Tracker & Pipeline Manager

A lightweight CRM to manage your leads, track deal stages, and follow up without losing anyone in a spreadsheet.

  • ✓ Kanban pipeline view
  • ✓ Email follow-up reminders
  • ✓ Notes & activity log per contact
  • ✓ CSV import from any source
One-time access
$49
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CRM · Reporting

Weekly Business Snapshot

A simple dashboard that pulls together your key numbers so you always know where the business stands.

  • ✓ Revenue & pipeline summary
  • ✓ Task completion tracking
  • ✓ Weekly auto-report generation
  • ✓ Exportable to PDF or Notion
One-time access
$39
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