
Budgets, trackers, price lists, and plans, edited together in real time and saved as you type. Formulas, filters, conditional formatting, tabs, and comments, with Excel and CSV import and download. Ask your agent to build a sheet from a list, fill in a block of cells, or answer a question from the numbers.
One app owns the whole domain. These are the workflows, views, and features inside it, rather than a separate tool for each.
Every person gets their own agent; teams can share one. Sensitive actions wait for approval, and every action is logged with the data it used and the outcome.
Add a field, a stage, a rule, a view, or a workflow inside this app. It's built on the same records and permissions, as open code you can change again.
Every Monday, add last week's signups and revenue to the metrics sheet and flag any week that drops.