Thu · 12 Nov

Good morning,
Alex

Business is healthy · ahead of goal pace

Revenue · November

$0

+18.2%

89% of monthly goal$14,000

Today’s priorities

0 of 0

Upcoming deadlines

Recent activity

ClientOS · Preview 0.1

Pipeline

Leads

Open pipeline$0

ClientOS · Preview 0.2

Clients

Clients0

Your business relationships.

Client revenue

$0

Total clients0

Active0

ClientOS · Preview 0.3

Projects

Projects0

Active work, milestones, and delivery.

Portfolio value

$0

Total0

Open0

Done0

ClientOS · Preview 0.4

Invoices

Invoices0

Bill clients, track payments, and collections.

Outstanding

$0

Open0

Collected0

Overdue0

ClientOS · Preview 0.5

Analytics

Understand your business performance.

Collected revenue

$0

Financial performance

Project performance

Client performance

Sales & conversion

Business insights

ClientOS · Preview 0.6

Settings

Manage your account and preferences.

Account

Appearance

Alert preferences

These switches store on-device alert preferences only. Push delivery is not enabled in this app.

Preferences

Data management

Your data is stored on this device only. Export a backup regularly.

ClientOS

Leads, clients, projects, invoices, analytics and settings in one place.

v5 · Screen 07

ClientOS · Settings

Good morning,
Alex

Today’s priorities

Upcoming deadlines

Recent activity

Leads

Clients0

Projects0

Invoices0

Analytics

Financial performance

Project performance

Client performance

Sales & conversion

Business insights

Settings

Account

Appearance

Alert preferences

Preferences

Data management

Create new

New lead

Filters

New client

Filters

New project

New project

Filters

Project status

Milestone

Task

Quick invoice

New invoice

Record payment

Filters

Confirm

Custom range