Content session
Add Action
Retainer clients
Today
Billing figures are calculated from the Client Directory. Pipeline fields are still manual — update them from Zoho CRM.
Next Actions
Everything you've captured — client work, sales/BD, admin, follow-ups
Business Development
Your sales activity, not a CRM — Zoho still holds leads, contacts and deals
Active builds
Grouped by who's holding the ball
Post calendar
Tap a date to mark a post scheduled or published — replaces the paper calendar
Monthly reports
Every retainer client owed a monthly report — due dates, send status, and cadence, in one place
Revenue
Recurring billing comes from the Client Directory. Money collected comes from your Zoho Books Payments Received exports. The two are never added together — Zoho Books remains the record.
Import Zoho Books report
Weekly Review
A Friday or Monday snapshot — so you don't have to mentally rebuild the business
Daily Journal
Daily business summaries — kept separate from tasks. Nothing written here creates an action.
Client Directory
Reference records for every client — current, pending, defaulted and former. Zoho CRM and Zoho Books remain the source of truth for deals, invoices and payments.
Import clients from a CSV
Choose your master client spreadsheet (exported as CSV). It is read in your browser and nothing is saved until you press Import. Existing Command Center and Zoho data are never changed; billing amounts are stored as contract values, not payments received.