Announcements

System Maintenance

Scheduled for Saturday, 10:00 PM - 2:00 AM

New Feature Released

Check out the new analytics dashboard!

Total Account Value

$124,870.45

+2.4% this month

Birthdays

Sarah Johnson

Today

Michael Chen

Tomorrow

Tasks

Follow up with Acme Corp

Due tomorrow

Prepare Q2 report

Due in 3 days

Recent Notes

Client requested additional features for the project

2 hours ago

Meeting notes from today's call with marketing team

Yesterday

Follow Up

Client Last Contact Next Action Status
Acme Corporation 2 days ago Send proposal Pending
Globex Inc 1 week ago Schedule meeting In Progress