Initial data

Team schedule

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Upcoming events

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My projects

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Overview

Total clients
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Closed won and paying
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— Monthly recurring revenue
In pipeline
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— Potential monthly range
Awaiting call
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Monthly revenue by client

Solid bars are paying clients. Dashed bars are open quotes, at the top of the range.

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Client status

Closing progress

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Closed
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Monthly recurring revenue

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Clients

clientIndustryStatusMonthlyח.פ / ע.מEmailWebsiteActions
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Implementers

Where each implementer stands, how many deployments they own, and what is blocked.

Total deployments
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Live
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In progress
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Spec, Building, and Testing
Blocked
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Project progress Pick projects to compare

Agreements

Client pays vs implementer gets

ProjectStageClient paysImplementer getsYou keepMargin
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Revenue analytics

Payments
  • Paid
  • Pending
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Services

AgentProgressPricePaymentsPayment dueMore

Priority tasks

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Documents

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Show schedules:
This month

Finance

Money in, money out, invoices and quotes. Everything in one place.

Revenue
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Expenses
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Net profit
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Revenue minus expenses

Cash flow

Last 6 months, income against expenses
Income Expenses Net

Needs attention

What to handle next

Latest documents

Invoices, receipts and quotes from Yesh Invoice and the CRM

Revenue by client

Last 3 months

Settings

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Users

NameEmailPhoneRoleLast sign-in
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Mail

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Automations

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Apps

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API keys

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What you can do with the key

Help

All questions

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Still stuck? support@agent4u.co.il

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How can I help you?

בחרו קבוצה מהרשימה

Email

Your own mailbox, inside the CRM.

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everything

  • —Actions today
  • —Active today
  • —Agents reporting
  • —Errors today

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