Dashboard
Shared live with your team
Lead pipeline
Income
Client payments coming in
| Date | Client | Project | Amount | Status | By |
|---|
Expenses
Money going out
| Date | Category | Vendor | Amount | Status | By |
|---|
Leads
Pipeline & opportunities
| Date | Name | Company | Value | Status | Next | By |
|---|
Credential Vault
Shared logins — passwords encrypted
🔐 Passwords are encrypted with a shared vault password both of you agree on (it's never stored). Use the same one on both accounts to read each other's entries. If lost, encrypted passwords can't be recovered.
| Service | Username | Password | URL | Note |
|---|