Monthly recurring revenue
Pipeline by stage
Income status (this + last 5 months)
Top customers by MRR
Pipeline
Drag cards between stages. When a deal reaches Won its MRR counts toward your recurring revenue.
Customers
| Name | Company | Stage | MRR | Contact |
|---|
Income
| Customer | Period | Amount | Due | Status |
|---|
Quotes
✨ Describe the job — I'll draft the quote
Tell me who it's for and the work with prices. Use "/mo" for monthly items; anything else is one-time. I'll build the line items for you to review.
🧮 Cost calculator
Enter what the job costs you and the profit you want — I'll work out what to charge.
| Quote | Customer | Monthly | One-time | Status |
|---|
Invoices & Expenses
| Date | Vendor | Category | Amount | Receipt |
|---|
Receipts and invoices you attach are stored in this browser. Tax years run 6 April – 5 April.
Prospects
Your lead list. Ask Claude to “pull prospects” — the agent gathers leads from Gojiberry, Origami and your other tools (names, companies, emails, phones) and adds them here, skipping duplicates. Use → Customer to move a good one into your pipeline.
Then ask Claude to “check my prospects” — the update agent scans your inbox (Outlook), LinkedIn, Origami and Gojiberry for anything new from these people, flips their status (contacted → replied) and writes a dated note in Last activity.
| Name | Company | Contact | Source | Status | Last activity |
|---|
Marketing
This tab tracks Soro, Origami and Buffer. Ask Claude to “run a marketing check” — the agent opens each tool in your browser (using your existing logins), pulls the latest numbers, and updates these cards. Click a card title to open the tool itself, or use Edit data to update cards by hand.