Client process tracker
Roadmap
Client details
Project focus
Biggest problemWebsite is not converting enough leads.
Current projectBusiness Website Build
Next actionReview design direction
Owner-level CRM sync demo
Command data
PipelineLead → Client
Portal actions write CRM-style records so the Admin CRM can read activity.
AutomationEmail alerts
Messages, signatures, and payments prepare notifications to Pat In The Cloud.
TrackingAudit history
Every important action is saved as a local demo event.
AnalyticsGrowth view
Ready to connect Google Analytics, Stripe, DocuSign, and Printful events.
Monthly statements
History
Documents & e-signature
Required documents
Production note: connect this section to DocuSign with webhook logging, secure document storage, and role-based access.
Billing & payments
Invoices
Stripe · PayPal · Venmo · Apple Pay · Google Pay · ACH
Production note: connect payments through secure backend integrations for Stripe, PayPal, Venmo, Apple Pay, Google Pay, and ACH. Never store card data in the browser.
Security model
Production controls
Audit log
Recent activity