Active tenants
3
Scale tier · healthy
Monthly recurring revenue
$2,994
↑ 18% this month
AI agent activity (24h)
1,284
↑ 34% from avg
Platform uptime
99.9%
0 incidents
Documents awaiting signature
3
2 templates active
Integrated apps
17 tools · one platform
Avg monthly SaaS replaced
$822+ consolidated
Data isolation
100% tenant-isolated
Recent activity
View all →
| Tenant #3 provisioned — Scale tier | 2m ago | |
| Stripe webhook → entitlement synced | 18m ago | |
| Agent: DocuSeal contract drafted | 1h ago | |
| Vault backup — 2.1 GB complete | 2h ago | |
| Mattermost: 24 messages processed | 3h ago |
Revenue — 6 months
Export →
Upcoming BookingsView →
10am
Fri 16
Dana Kim
Strategy call · 45 min
2pm
Mon 19
Marcus Webb
Demo · 30 min
11am
Tue 20
Priya Nair
Onboard check-in · 1hr
Pending SignaturesView →
Service Agreement
NDA — Valley Industrial
Active AgentsManage →
| Lead Follow-up | Active | |
| Invoice Reminder | Active | |
| Booking Confirm | Paused |
Threads
2m
Dana Kim
Sounds good, I'll confirm tomorrow
1h
Marcus Webb
Can we push the demo to Monday?
3h
Priya Nair
Invoice received, paying this week
5h
#team-general
Reminder: EOD standup at 4pm
Unified Inbox
Email + SMS · 7 unread
T
RE: Service Agreement — ready to sign
Thornfield Corp — "Attached is the signed copy, please confirm receipt…"
2m
V
Quote follow-up
Valley Industrial — "Any update on the revised quote from last week?"
45m
S
[SMS] Invoice #2291 overdue
Summit Roofing replied: "We'll pay by Friday, sorry for the delay."
1h
D
Friday call confirmed
Dana Kim — "Looking forward to it. See you then!"
2h
P
Invoice payment on the way
Priya Nair — "ACH transfer initiated, should clear in 2 business days."
3h
M
Demo rescheduled to Monday
Marcus Webb — "Monday 2pm works perfectly for our team."
4h
R
New lead inquiry
Riverside Group — "Saw your work with Mesa Properties, interested in talking."
Yesterday
Lead 3
Riverside Group
James Tran · Commercial
$4,100
Blue Ridge Corp
Inbound · Website form
Est. $7,500
Oakdale Partners
Cold outreach
Unknown
Proposal 2
Thornfield Corp
Dana Kim · Sent 2d ago
$12,500
Sunrise Retail
Tony Marsh · Under review
$4,100
Negotiating 1
Valley Industrial
Priya Nair · Counter sent
$8,200
Closing 1
Mesa Properties
Alex Reeves · Docs out
$19,000
Won 2
Harmon Group
Closed Apr 28
$22,000
Pacific Logistics
Closed Mar 15
$14,200
2 awaiting signature · 1 signed
Documents
Service Agreement — Thornfield Corp
NDA — Valley Industrial
MSA — Mesa Properties
14.2 GB used · 200 GB total
All Files
Contracts
Proposals
Team Assets
Q2 Proposal.pdf
Mesa Properties NDA.pdf
Brand Kit v3.zip
CredentialsEnd-to-end encrypted
S
Stripe Dashboard
billing@acmeops.com
••••••••••••
G
Google Workspace Admin
admin@acmeops.com
••••••••••••
Q
QuickBooks
finance@acmeops.com
••••••••••••
H
Hetzner Cloud
ops@acmeops.com
••••••••••••
C
Cloudflare
infra@acmeops.com
••••••••••••
Employee Onboarding Checklist
Steps for onboarding new team members — accounts, tools access, first-week tasks, and manager sign-off.
Client Handoff SOP
Standard operating procedure for transitioning a new client from sales to delivery — intro call, setup checklist, 30-day check-in.
Invoice & Payment Policy
Net-15 terms by default. Late payment escalation after 7 days. Automated SMS reminders via Agents. Approved exceptions process.
Active
New Lead → Welcome Sequence
Triggered when a new contact is added to CRM with status "Lead"
CRM: New Lead→
Wait 10 min→
Send Message→
Wait 2 days→
Agent: Follow-up
Last run: 2h ago · 47 contacts through this flow
Active
Invoice Overdue → Reminder
Triggered when invoice status = overdue for more than 3 days
Invoice Overdue→
Send SMS→
Wait 3 days→
Escalate to Inbox
Last run: 1h ago · Summit Roofing triggered
UpcomingMay 2026
10am
Fri May 16
Dana Kim
Strategy call · 45 min · Zoom
2pm
Mon May 19
Marcus Webb
Demo call · 30 min · Google Meet
11am
Tue May 20
Priya Nair
Onboard check-in · 1 hour · Phone
Lead Follow-up Bot
Active
Monitors CRM for new leads. Sends a personalized intro message within 10 minutes of contact creation.
Runs today: 6
Total contacts: 47
Response rate: 68%
Last run: 18m ago
[09:42] ✓ Sent intro to Riverside Group (James Tran)
[07:15] ✓ Sent follow-up to Blue Ridge Corp
[06:01] ✓ Sent intro to Oakdale Partners
Invoice Reminder
Active
Checks for overdue invoices daily. Sends SMS reminder at day 3, email escalation at day 7.
Invoices monitored: 12
Reminders sent: 3
Recovery rate: 81%
Last run: 1h ago
[08:00] ✓ SMS sent to Summit Roofing — Invoice #2291 ($6,800)
[08:00] ✓ No action needed — all other invoices current
[Yesterday] ⚠ Valley Industrial at day 6 — email escalation queued
Booking Confirmation
Paused
Sends confirmation + calendar invite 24h before every booking. Auto-follows up if no response within 4 hours.
Bookings confirmed: 28
No-show rate: 4%
Last run: 2d ago
[Paused] Agent paused by admin — awaiting Retell config update
Last 24 hours · 14 events
Event Log
Document signed — Service Agreement
Dana Kim · Thornfield Corp
2m ago
Agent run completed — Lead Follow-up Bot
System · 3 contacts processed
18m ago
Invoice marked overdue — #2291
System · Summit Roofing · $6,800
1h ago
New booking created
Dana Kim · Friday May 16 · 10am
2h ago
File uploaded — Q2 Proposal.pdf
Jordan M. · 3.2 MB
3h ago
CRM contact added — Riverside Group
System · Inbound via website
4h ago
Agent run completed — Invoice Reminder
System · Summit Roofing SMS sent
5h ago
User signed in
admin@acmeops.com · Chrome · Salt Lake City
5h ago
Wiki page updated — Client Handoff SOP
Sarah K.
6h ago
Flow triggered — Invoice Overdue → Reminder
System · Valley Industrial
Yesterday
New team member invited — riley@acmeops.com
admin@acmeops.com
Yesterday
Document sent for signature — NDA Valley Industrial
admin@acmeops.com → Priya Nair
5d ago