Select a playbook.
—Live
—In setup
—MRR
—Unpaid
—Open leads
—Overdue
—Checklist open
Today
What needs your attention right now.
Overdue leads
0Due today
0Go-live gaps
0DPA missing
0Health down
0Open leads — no next date
0Accounts
Live deployments, onboarding pipeline, and compliance status — one place.
MRR trend
| Company | Status | Tier | MRR | Go-live | Health | Updated |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Money
Invoices due, overdue, and paid — keep chase list next to MRR.
| Company | Label | Amount | Status | Due | Paid |
|---|---|---|---|---|---|
| Loading… | |||||
Leads
Pipeline from first contact to won — next action and stage in one list.
| Company | Stage | Est. MRR | Next action | Due | Source |
|---|---|---|---|---|---|
| Loading… | |||||
Quote
Core / Premium × sites → a one-pager you paste into email. Optionally push MRR onto a lead.
—
Deploy
Fill the wizard → get config.js + a runbook. Optionally save a setup account in CRM.
—
Playbooks
Pinned SOPs and objection snippets — your second brain. Built-ins ship with the app; add your own notes anytime.
Calendar
Lead next-actions on a month grid. Click a day for details.
—
Select a day
- Click a date on the calendar.
Overdue
0Compliance
View, fill, and send DPA / privacy docs — tick status per account.
—Accounts
—DPA missing
—Privacy missing
—Ready
Emails
Fill a template from a lead, copy or open mailto, then log what you sent.
Manager
Work and key notes from Guard Radar Manager (Grok Bot), or pasted here by hand.
Bot ingest: POST /api/manager-log/ingest with header X-Manager-Token.