Active Clients
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Outstanding
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Overdue
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Cold Leads
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Proposals
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Contracts
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Recent Clients
No clients yet
Recent Invoices
No invoices yet
Revenue Forecast
Last 3 months · USD equivalent
Referral Tracker
To track a referral: go to Clients → Add Client or edit an existing client and select who referred them in the Referred By field. Referrers appear here automatically.
Total Referrers
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Clients From Referrals
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Referred Revenue
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Top Referrer
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No referrals tracked yet. When adding a client, select who referred them.
Opportunity Pipeline
Pipeline Value
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Opportunities
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Likely to Close
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Avg Deal Size
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Swipe to see all stages
Your Clients
No clients yet
Your Invoices
No invoices yet
Your Proposals
No proposals yet
Your Contracts
No contracts yet
Smart Collections
Total at Risk
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High Risk
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Overdue Invoices
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Clients to Chase
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No open invoices — all clear
Other Actions
All clear — no other actions needed
🤖 AI Studio
Powered by Claude AI
✦
AI Follow-up Writer
Generate a polished WhatsApp message for any situation — payment reminders, cold leads, proposals, or general follow-ups. Four tones including Arabizi.
🎙
Voice Note Script
Get a ready-to-speak script with pacing markers and delivery tips. Perfect for WhatsApp voice notes — sounds natural, not rehearsed.
✦ Pro Tips
• Always select your client first — the AI uses their data to personalize the message.
• Voice notes convert better than text for overdue payments — clients feel the personal touch.
• Arabizi tone works best with informal clients. Use Professional for corporate contacts.
• Regenerate 2-3 times and pick the version that sounds most like you.
🧠
Freelancer Memory
AI
Powered by Claude
Ask anything about your business. The AI reads your live data and answers instantly.
Your Expenses
This Month
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This Year
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Net Profit (This Month)
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Revenue − Expenses
Top Category
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No expenses yet — add one to start tracking your net profit
