Admin Hub
Internal tools and back-office work. This page is unlisted and not indexed by search engines.
Sales & Outreach
Lead Management
Contacts, lead status, and communication logs.
Pipelines
Discover and track local business opportunities.
GBP Audit
Instantly audit a business Google Business Profile for weak spots and optimization opportunities.
Automation Audit
Assess a business automation readiness and identify high-impact automation gaps.
Local Search Audit
Audit a business local search visibility — rankings, citations, on-page SEO, and backlinks.
Reviews Audit
Audit a business review and reputation health — volume, recency, responses, and sentiment.
Project Intake
New project intake form for clients.
Appointments
Calendar of consultation bookings from the Contact form.
Delivery & Operations
Projects
Tasks, time tracking, and project delivery.
Client Portal
Manage client projects, deliverables, approvals, access, and messages.
Social Scheduler
Plan, draft, and schedule social media content for clients.
Reports
Create, store, and send client performance reports for any service you deliver.
Contracts
Create and send client service agreements for e-signature.
Project Terms
Present website project terms and payment milestones in a meeting, then download a PDF for the client.
Invoices
Create invoices and collect payment via Stripe.
Invoice Builder
Private tool for building branded invoice PDFs.
Invoice History
Every invoice you have sent, plus unfinished drafts saved automatically.
Service Catalog
Predefined services for contracts and invoices.
Analytics
Traffic and audience insights from GA4.
Brand & Content
Hours Report
November 2026
Safressia LLC
Self-Employment Activity Report