Admin Portal
Part Time CMO — internal access only
Email
Password
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Dashboard
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Add customer
✕
Company name
Contact name
Email
Phone
Subscription type
Proof of concept
Weekly block
Monthly block
Retainer — 1 day/week
Retainer — 2 days/week
Retainer — 3 days/week
Retainer — 4 days/week
Hourly rate ($)
Total hours in bucket
Status
Active
Inactive
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Save customer
Add lead
✕
First name
Last name
Company
Email
Phone
Source
Status
New
Contacted
Qualified
Proposal
Won
Lost
Notes
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Save lead
Add invoice
✕
Invoice #
Customer
Amount ($)
Status
Outstanding
Paid
Overdue
Draft
Issued date
Due date
Description
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Save invoice
Add ticket
✕
Title
Customer
Priority
Low
Normal
High
Urgent
Description
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Save ticket
Log hours
✕
Status
Completed — deduct from hours remaining now
Scheduled — upcoming work, doesn't deduct yet
Hours logged
Date worked
Billable — uncheck to log free/complimentary hours that don't deduct from hours remaining
Note
Cancel
Log hours
Add document
✕
Title
Type
Working document — visible to everyone on their team
Agreement / NDA — visible to their super admin only
File
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Upload