Financial Overview
Your Business at a Glance
All time
Income vs Expenses — Last 6 Months
Expenses by Category
Recent Transactions
| Date | Description | Category | Type | Amount |
|---|
Ledger
Transactions
| Date | Description | Category | Type | Note | Amount |
|---|
Billing
Invoices
| Invoice # | Client | Issue Date | Due Date | Status | Amount |
|---|
Accounting
Chart of Accounts
Income Accounts
Expense Accounts
Analytics
Financial Reports
Profit & Loss Statement
Income Breakdown
Expense Breakdown
CRM
Pipeline & Contacts
Deal Pipeline
Follow-Ups Due
Upcoming Outlook Meetings
CRM
Contacts
| Name | Company | Type | Score | Source | Owner | Phone | Deals | Revenue |
|---|
CRM
Deal Pipeline
Contact
Contact Info
Open Tasks
Linked Invoices
Deals
Outlook Emails
Activity History
CRM
Tasks & Follow-Ups
Stay on top of every lead
| Task | Due | Priority | Contact | Deal | Assigned To |
|---|
CRM
Companies
| Company | Industry | City | Phone | Website | Contacts | Pipeline | Won |
|---|
Integration
Microsoft 365
Outlook email, calendar & Teams meetings
Connection
App Configuration (admin)
One-time setup: register this app in Microsoft Entra (Azure), then paste the IDs below. See the AZURE-SETUP guide for exact steps. Every team member can then connect their own Microsoft account.
What this enables
✉ See Outlook emails with each contact directly on their CRM page
📅 Schedule Teams meetings with contacts — invite sent from your calendar, meeting logged as a CRM activity
⏰ Push follow-up tasks to your Outlook calendar as reminders
📋 See your upcoming Outlook meetings on the CRM overview
📅 Schedule Teams meetings with contacts — invite sent from your calendar, meeting logged as a CRM activity
⏰ Push follow-up tasks to your Outlook calendar as reminders
📋 See your upcoming Outlook meetings on the CRM overview
Access Control
Users
| Name | Role | Created | Last Sign In |
|---|