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Open Tasks
— overdue
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Follow-ups Due
CRM pipeline
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Unpaid AR
— overdue
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Proposal Pipeline
— need follow-up
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MTD Net
— rev / — exp
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Receipts to Reconcile
Card recon
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Clients
Prospect → Active
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Projects
— active engagements
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Conferences
— upcoming
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Leads in Pipeline
— converted
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Products in Catalog
— live
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Documents
CUSO Formation Library
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Articles
Thought leadership
Next 7 Days
Quick Links
Products
The PoCs we sell, in the same lifecycle view as the Think Tank Roadmap. Click any card to add price + customer-facing copy + published toggle.
Projects
Active client work — prospect → proposal → engaged → delivering → delivered → ongoing → closed. Each project links to a client and (optionally) a product.
Clients
Prospects + active clients with primary contact and status. Work is tied to clients via the Projects module.
CRM
Working view of leads and active accounts — pipeline stages, scheduled follow-ups, and service issues in one place.
Proposals
Track proposals from drafted through sent, negotiating, and won — pipeline value at a glance, with won proposals converting straight into a project.
Contracts
All active client agreements in one list, with renewal dates tracked so nothing lapses unnoticed.
Conferences
Upcoming + past events with leads captured at each. Each lead has a status (new → contacted → qualified → converted → dead) and can be one-click converted into a client.
Accounting
Light invoicing (status tracking, optional project linkage), expense log, monthly P&L summary. QuickBooks stays authoritative.
Card Reconciliation
Upload receipts, add monthly statements, auto-match by amount + date. Per-card last-4 tracking.
Knowledge
CUSO Formation library (board packet, NCUA compliance, operating agreement, frameworks) plus thought-leadership articles.
Tasks
Shared to-do board for the two of you — assign, due-date, and check off work across every other module.
Calendar
One calendar pulling together every date-bearing thing in the app — conferences, renewals, due tasks, and follow-ups.