Your first departments, connected

One place to see the work.
And move it forward.

A working dashboard we configure, connect and maintain for your business. Start with daily admin and sales follow-through. See sample workflows below, then review exactly what the starting package includes.

Explore the live demo ↗See packages and pricing

Front Office + Sales

Your day.
Your next customer.

Explore the full starting package ↗

Front Office

Start with what needs you.

Your brief, schedule and tasks come together before the day gets away from you.

Morning brief
Calendar & tasks
Activity log

NVZN / Front OfficeDemo

Good morning, Jamie.

THU, OCT 082 priorities · 1 meeting

Cedar Studio walkthroughAlex Lee · 30 min · Video call

Studio refresh · $3,600Proposal viewed Tuesday · Follow-up due

Material samples questionReply drafted for Alex · Review needed

Your morning brief

Alex opened the studio refresh proposal. Review the follow-up before your 10:00 walkthrough, then confirm the material samples.

The priorities, together.

Front Office

A reply ready to review.

Read the message and prepare a response with the context in front of you.

Connected email
AI-prepared replies
Human approval

NVZN / Front OfficeDemo

Inbox / Cedar Studio

CONNECTED MAILBOXjamie@example.com

Alex Lee · Cedar Studio“Can we see samples before we decide?”

Reply drafted with project contextReception layout · Materials · Installation

Jamie’s review queue1 draft waiting · Nothing sent

Prepared reply · Not sent

Hi Alex, absolutely. I’ll bring the oak and warm-white finish samples to our walkthrough so you can compare them in the space.

AI prepares the draft. You keep the final say.

Sales

Keep the next conversation moving.

Customer records, proposal drafts and follow-ups share a home.

Customer pipeline
Proposal drafting
Sent, viewed & accepted

NVZN / SalesDemo

Your sales workspace

3 OPEN OPPORTUNITIES$11,200 pipeline

Cedar Studio · Alex Lee$3,600 · Proposal viewed

Maple House · Morgan James$2,400 · Discovery scheduled

Juniper Office · Riley Kim$5,200 · Preparing proposal

Next action / Cedar Studio

Review Jamie’s follow-up draft. The proposal was viewed Tuesday; no reply has been recorded.

Follow-through, built into the day.

You keep the final say

A little help.
A human decision.

AI prepares the response. You review it before anything goes out.

Reply preparedDemo

TOAlex Lee · Cedar StudioREMaterial samples for your studio

Hi Alex, absolutely. I’ll bring the oak and warm-white finish samples to Thursday’s walkthrough. We can choose the direction together before anything is ordered.

Thanks, Jamie

Awaiting your review

Sales / Follow-through

Keep the next
conversation moving.

Cedar Studio · $3,600Studio refresh proposalViewed Tue, 2:32 PM

LAST ACTIVITYProposal viewed · No reply yet

NEXT ACTIONReview the prepared follow-up

Demo

Two areas of work. No extra departments or staff required.

Your starting package / $5,000 + $500 per month

Two areas of work.
One place to start.

“Departments” means areas of your business, not extra people you need to hire. You can be the person handling both.

01 / Front Office

Get oriented. Prepare the response.

Morning brief and schedule: review priorities and upcoming commitments.
Email and tasks: see messages and to-dos, with AI-prepared replies for review.
Internal assistant: ask for help using the information connected to your dashboard.
Activity log and quicklinks: check recorded activity and reach the tools you use.

02 / Sales

Move the conversation forward.

Customer records and pipeline: track contacts, stages and opportunities.
Proposal drafting: use your notes or a brief, service information and previous examples to prepare a draft.
Proposal status: see sent, viewed and accepted proposals.
Follow-up drafts: review prepared messages for proposals that have gone quiet.

Configured with you.

Your business identity, selected workflows, email and calendar connections, training and initial tuning. We agree account compatibility and the setup details in your written scope.

Beyond the starting package.

Additional departments, specialist integrations, data migration and custom requirements are scoped separately.

Compare packages and monthly care ↗

See one workflow

Follow up.
Without starting over.

Try one task from start to finish.
Select a step, edit a draft and approve the sample.

Proposal sent

Draft ready

Your approval

Sent

01 / Proposal sent

A proposal goes quiet.

See the proposal, the scope and the last recorded activity together. When it is time to follow up, the context is already here.

Meet Cedar Studio

A studio refresh, from proposal to follow-up.

NVZNSales / Cedar StudioDemo

Alex LeeCedar Studio · Studio refresh

Follow-up due

Proposal CS–1042

A fresh start for your studio.

Reception & workspace refresh

Space planning & concept$1,800

Materials & finish selections$1,200

Installation coordination$600

Project total$3,600

Prepared by Jamie MorganValid through Oct 15

Proposal activity

Proposal sent to AlexTue, 9:14 AM

Proposal viewedTue, 2:32 PM

No reply recorded · follow-up dueToday

Demo · no email is sent

Seven departments / 23 sections

Everything the dashboard
can take off your plate.

Front Office and Sales come with your starting package. Delivery, Marketing, Finance, People and Bid Response can be added when you’re ready. Open a department to see every section.

Nothing leaves without your approval. The AI reads widely and proposes freely, but a drafted email, task, meeting or post is a card in your approval queue. Nothing sends, books, creates or publishes until you tap approve.

01 / In your starting package

Front Office

The assistant who runs your day.

A morning brief, one view of your schedule and inbox, and an assistant that knows your business.

AI Daily Brief
Today’s Schedule
Email
Task List
Activity Log
Quicklinks
Internal Chatbot

See the 7 sections ↗ 02 / In your starting package

Sales

The coordinator who chases every lead.

A sales pipeline (where every deal stands) that surfaces quiet leads, tracks every proposal and drafts the first version of the next one.

CRM (your customer list)
Pipeline Analytics (your sales numbers)
Proposals
Proposal Generator

See the 4 sections ↗ 03 / Add when you need it

Delivery

The project coordinator and the paperwork.

Every active project with a status page your customer can check, plus the repeat forms filled for you.

Active Projects
PDF Filler

See the 2 sections ↗ 04 / Add when you need it

Marketing

The marketing coordinator.

Content waits for your approval, and your website, search and local listing numbers sit side by side.

Marketing Approval Queue
Website Analytics
SEO / Search Performance
Google Business Profile

See the 4 sections ↗ 05 / Add when you need it

Finance

The bookkeeper you see once a month.

Cash, profit and overdue invoices from QuickBooks, with reminders written and waiting for your click.

Financial Dashboard
Invoicing Tracking
Invoicing Generation

See the 3 sections ↗ 06 / Add when you need it

People

Human resources for a small team.

A private view of payroll and a scorecard for each person on your team.

Payroll Tracking
Performance Tracking

See the 2 sections ↗ 07 / Add when you need it

Bid Response

The proposal writer who answers bid requests.

Feed it a bid request (an RFP or RFI) and get the requirements, a bid or no-bid call and a drafted response.

Bid Request Response Generator

See the section ↗

Every section is configured to your business, accounts and wording. Your written scope confirms exactly which sections and connections are included. Compare packages and monthly care ↗

Connected to your actual work

Your tools.
Your information.
Your system.

Email and calendar connections form the base. Other connections depend on the departments and tools selected for your installation.

Existing client systems include Microsoft 365, Google tools and QuickBooks. We confirm compatibility, accounts and any migration work in your written scope.

You own the code and database. Monthly service covers maintenance, support, ongoing improvements, hosting fees and AI usage included up to an agreed amount.

Start with a written plan ↗

One place to see the work.And move it forward.

Your day.Your next customer.

Start with what needs you.

A reply ready to review.

Keep the next conversation moving.

A little help.A human decision.

Keep the nextconversation moving.

Two areas of work.One place to start.

Get oriented. Prepare the response.

Move the conversation forward.

Configured with you.

Beyond the starting package.

Follow up.Without starting over.

A proposal goes quiet.

A fresh start for your studio.

Everything the dashboardcan take off your plate.

Front Office

Sales

Delivery

Marketing

Finance

People

Bid Response

Your tools.Your information.Your system.

Let’s make roomfor your actual job.

One place to see the work.
And move it forward.

Your day.
Your next customer.

A little help.
A human decision.

Keep the next
conversation moving.

Two areas of work.
One place to start.

Follow up.
Without starting over.

Everything the dashboard
can take off your plate.

Your tools.
Your information.
Your system.

Let’s make room
for your actual job.