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Owner-only · Agency tier

See your agency's MRR
before your accountant does.

Workspace-wide deal pipeline. MRR forecast + churn + projected revenue by month. Owner-only visibility. Lead follow-up reminders so stale prospects don't fall through cracks. Bundled with the Agency tier.

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What you see at /pipeline

4 panels.

MRR forecast

Current MRR + 3-month projection. Pulled from active Engagement rows × monthly fee × probability-of-renewal.

Churn

Cancelled engagements in the last 30/60/90 days. Trailing churn rate. Surfaces clients to win back.

Projected revenue

Per-month roll-up of all engagement cycles + new opportunities × probability. Helps cash-flow planning.

Lead follow-up reminders

Daily cron flags stale leads (no interaction in 14+ days). Surfaces in /pipeline and via email. No prospect goes silent without you noticing.

Honest framing

This is for the agency owner, not the sales team. Most SEO agencies (3-30 people) have one or two people who close deals. Their daily question is ‘what's the MRR right now and where's it going next quarter?’

That's the question we answer. Not a full sales-ops surface. If you have a dedicated SDR team running 1,000+ leads/month, use a real sales CRM. If you're an agency owner who wants to see the next 3 months at a glance, this is the right tool.

FAQ

Pipeline questions.

Who can see /pipeline?
Workspace owner only. Even Admin-role users don't see it by default — you can grant access via /settings/team if you want a co-founder to see revenue. By design, financial data isn't broadly accessible.
Where does the MRR data come from?
Engagement rows in the workspace. Each active engagement has a monthly fee. Sum across engagements = MRR. Cancelled engagements with status CANCELLED stop contributing. Pretty simple math; no manual entry needed if you keep engagements current.
What's the probability adjustment?
For pipeline (not-yet-closed deals), you set a probability per deal (10% / 30% / 50% / 80%). Projected revenue weights each by its probability. So a $5K/mo deal at 80% probability contributes $4K to next-month projection.
How does the stale-lead detector work?
/api/cron/lead-followup-reminders runs daily. For each contact with status PROSPECT and no ContactInteraction in 14 days, fires an email to the owner. Configurable threshold in workspace settings.
Can I export the pipeline data?
Yes. CSV export of all engagements + cycles + probabilities. Round-trip safe — re-import works for migration.

Owner-level revenue visibility.

Unlocks on Agency tier. 14-day trial.

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