Software

Project Management OS

The operating system for high-performance agencies

Client: Conversion Marketing Pros

Real-time revenue command center tracking monthly recurring revenue, one-time sales, projected vs actual profit margins, AI API usage costs (tokens, calls, success rates), and team performance leaderboards - giving agency operators complete financial visibility from a single screen.

The Challenge

Managing an agency across dozens of tools - CRM, project management, sales tracking, team communication, billing - creates data silos, missed handoffs, and zero visibility into actual profitability.

Our Solution

A unified platform that consolidates revenue tracking, sales pipeline, lead management, task assignment, team performance, AI cost monitoring, and internal communications into one real-time dashboard.

The Results

Complete operational visibility with real-time revenue, MRR, profit margins, team performance leaderboards, and AI usage analytics - all from a single login.

More Screenshots

Productized service catalog with version-controlled offerings, customizable pricing tiers, public sales page generation, and slug-based routing - enabling agencies to package and sell services like software products with one-click links.

Comprehensive lead management system with smart list segmentation, lead scoring, source tracking, and phone/email contact data synced from GoHighLevel - turning raw contacts into qualified pipeline opportunities.

Centralized contact database with 574+ records synced from GoHighLevel CRM, featuring status indicators, creation tracking, and bulk management tools for maintaining a single source of truth across the entire organization.

Integrated scheduling hub with day/week/month views, multi-user filtering, appointment type categorization, and GoHighLevel calendar sync - keeping every team member's schedule visible and coordinated without switching tools.

Unified messaging console pulling SMS, email, and chat conversations from GoHighLevel into a single threaded inbox with conversation history, read status, and quick-reply - eliminating the need to jump between platforms to respond to clients.

Internal team messaging system with real-time direct messages between team members, read receipts, and notification badges - providing a private communication channel separate from client-facing messages.

Project deliverables hub showing 24 active projects with task completion tracking, team member assignments, classification tags (Product System vs Custom Logic), and status indicators - giving project managers instant visibility into every active engagement.

GoHighLevel pipeline integration displaying 34 opportunities across multiple pipeline stages in a Kanban view, with real-time sync, opportunity values, and stage progression - bridging the gap between CRM data and operational execution.

Team management dashboard with role-based access controls, member profiles, contact information, and status indicators - enabling agency owners to manage their entire workforce from a centralized admin panel.

Built-in learning management system with categorized course libraries, progress tracking, and completion certificates - enabling agencies to onboard new team members and train sales reps without third-party LMS tools.

Enterprise audit log with timestamped activity tracking, user action history, admin impersonation records, and searchable event filters - providing full compliance visibility and accountability across every system interaction.

AI-powered tools launcher featuring a Contract and SOW Generator that creates professional agreements from project parameters - automating document creation that typically takes hours into minutes.

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