01
Project rollups
Each client engagement gets its own cockpit: linked deals, expenses, lead forms, tasks, and recent context.
Internal company workspace
Souli CRM
One private surface for the agency to run projects, leads, finance, follow-ups, and Discord-captured decisions without making the team hunt through scattered tools.
Project cockpitsCompany rollupsAI briefs
Souli / company pulseToday
Project cockpit
What needs attention next?
Two project follow-ups, one unscoped cost, and three new leads need a human decision before the day gets noisy.
Projects
6
Leads
14
Costs
$8.7k
LeadsFinanceAI brief
02
Company view
Project finance and lead activity roll up to the Souli org level so the team sees the business clearly.
03
Daily work
Follow-ups, reviews, reminders, and decisions stay close to the records they affect.
Operating memory
Useful records for small teams moving fast
Project briefs grounded in deals, costs, leads, tasks, and recent notes
Finance and pipeline rollups at project and company level
Follow-up suggestions that point to the exact record needing action
Lead intake that becomes structured CRM context instead of loose messages
AI where it removes real work
The goal is not a chatbot bolted onto a dashboard. The useful shape is grounded assistance: summarize a project, explain margin risk, find the next follow-up, draft the client note, and show exactly which records were used.