What usually goes wrong
- Some projects lose money and you find out late
- Teams are over- or under-booked
- Proposals are slow and generic
Outcome
See true project margin, staff to demand, and win work with sharper proposals.
A night in services & agencies, desk to desk
Your booksTally · Excel · Zoho
Night watchreads every night
Collectionswho owes you
Sales deskdeals · quotes
You · Approvalsnothing goes out without you
Outboxemail · WhatsApp
Monday briefyour inbox
A night at an agency or services firm
An illustration of what runs in your workspace. The steps are Cortex's real ones and each links to the page that does it; names and amounts are examples. Anything that contacts a customer waits for your approval unless you set an Autopilot rule (Command).