Dashboard
Live task load, lead movement, ownership, and recent activity.
Open tasks0Across all active owners
Overdue tasks0Due before today
Pipeline value$0Open deal value
Lead conversion0%Won vs. closed leads
Tasks by ownerActive work only
Recent activityWorkspace feed
Leads by stagePipeline health
Overdue queueHighest priority
| Task | Owner | Due | Status |
|---|
Tasks
Table-first project tracking with owners, due dates, statuses, notes, and tags.
| Task name | Owner | Status | Due date | Tags | Notes |
|---|
Showing 0 tasks
No tasks selected.
Leads
Drag opportunities across a customizable CRM pipeline.
| Select | Company | Contact | Owner | Stage | Source | Value | Last activity | Tags |
|---|
Showing 0 leads
No leads selected.
Reports
Operational visibility for delivery, revenue, and owner performance.
Avg. task cycle0dCompleted task estimate
Win rate0%Closed won / total closed
Follow-up SLA0%Activity within 3 days
Forecast$0Weighted open pipeline
Pipeline stage velocityMedian days
Manager viewTeam load
Staff
Clock in, review schedules, request PTO, and track hours using your Ascend account.
Staff workspaceUses Ascend login
Staff tools use the same Ascend session and shared employee data.
Profile
Your personal account details and password management.
Account detailsRead only
Name-
Email-
Role-
Created-
Last login-
Change passwordRequired after first login
Settings
Roles, permissions, custom fields, tags, statuses, and pipeline configuration.
Roles3 active
AdminFull access
ManagerTeam access
Team MemberAssigned work
Login accounts
Feeds task and lead owners
Current task and lead owners
Create login accounts here. The linked task and lead owners below can be removed when needed.
Custom tagsUnlimited
Task and lead ownersSynced with login accounts
Owners are available for task and lead assignment. Login accounts add to this list automatically, and the list scrolls horizontally when it grows.
SMTP mailercPanel delivery
Use your Namecheap or mailbox SMTP settings here. Invite, task assignment, and lead assignment emails will send through the PHP mailer.
PHP mailer not configured yet.
Persistence statusAPI and database
Checking shared persistence status.
Archived tasksCompleted and cancelled
Custom fieldsTasks and leads
Bulk delete imported leadsExcel cleanup
Delete Excel-imported leads by upload day.
Automation readyFuture
Email sync
Owner SLA alerts
Client portal access