What we’ve shipped, newest first. If it is still a plan, it isn’t here.
Due dates and “today” follow your workspace’s timezone, so the whole team agrees on what is due when. Times follow your own profile timezone, and your workspace’s date format and week start apply on every screen.
Mark a lead as spam, a supplier or a duplicate and it leaves your win rate instead of counting as a loss. Deals can be one-off, or a monthly or annual retainer with a term and a setup fee, and the overview totals one-off, monthly and committed value separately.
Sales pipelineJoin a second workspace by invitation and switch between them from the menu. Sign in to several accounts in one browser, and each device remembers where you left it.
Home answers three questions in order: what needs their attention, what is in progress, and what has changed. Requests come one at a time, with “I don’t have this yet”. Uploads show real progress and retry, and messages sit in a pane that keeps its place.
Client portalsConnect an AI assistant you already use, approve it once, and it works in your workspace with Penny’s tools and your permissions.
Each person links their own Slack. DMs and channels arrive with the rest of your mail, and replies send as you.
Your workspace