Open pipeline
$248.6k
↑ 12.8% vs last month
Thursday, August 27, 2026
Good evening, Matt.
Your customer workspace is calm, clear, and ready for the next move. Here’s what deserves your attention today.
Won this month
$42.8k
↑ 8.4% vs last month
Active contacts
—
↑ 4.2% this week
Tasks due today
08
3 high priority
AI command center
What would you like to move forward?
Ask about your customers, create a follow-up plan, or make a change. Every action is permission-checked and reviewable.
Recent activity
Latest workspace events
AI prepared a follow-up briefNorthstar Labs · reviewed by you
12m
Import preview completedCSV migration · 128 records checked
1h
Reply received from Elena RossiMeridian Health · email thread
3h
Pipeline overview
Weighted value across your active deals
Discovery4
Northstar Labs$38,000Updated 2h ago
Acme Studio$12,500Updated yesterday
Evaluating3
Meridian Health$54,000Updated 3h ago
Brightline$24,000Updated Monday
Proposal sent2
Orbital Systems$72,000Updated 5h ago
Kindred Works$18,500Updated Tuesday
Negotiation2
Vela Commerce$29,500Updated 1h ago
Atlas Legal$16,200Updated yesterday
People in your workspace
Live from your canonical CRM records
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Email plan and mailboxes
Every account has these controls; limits follow your plan.
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Custom domain
Add your hostname, verify DNS, then add the mailbox to Apple Mail, Outlook, Gmail, Thunderbird, and other mail apps without typing servers.
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