Module 1
👥
Client CRM
CRM Clients
A structured commercial pipeline. Kanban (Prospect / Active / On-hold / Churned), follow-up alerts, source tracking. The "next-action" AI prompt so leads never go cold.
Pipeline commercial structure. Kanban (Prospect / Actif / En pause / Churned), alertes de relance, suivi des sources. Prompt IA "next-action" pour ne jamais laisser un lead refroidir.
19 properties / 4 views / 1 AI prompt
19 proprietes / 4 vues / 1 prompt IA
Module 2
📊
Projects & margins
Projets & marges
Per-project profitability with effective hourly margin computed automatically. Visual status flags (red / yellow / green / star) to spot drift before it kills your month.
Rentabilite par projet avec marge horaire effective calculee automatiquement. Statut visuel (rouge / jaune / vert / etoile) pour reperer les derapages avant qu'ils ne tuent ton mois.
5 views / margin watch / timeline
5 vues / surveillance des marges / timeline
Module 3
📝
AI Proposal Generator
Generateur de propositions IA
3000+ char master prompt, 5 industry variants (Design / Dev / Marketing / Consulting / Coaching), 5 reusable blocks (T&Cs, Warranty, Why me, Method, FAQ). Response delay tracking included.
Mega-prompt 3000+ caracteres, 5 variantes metier (Design / Dev / Marketing / Conseil / Coaching), 5 blocs reutilisables (CGV, Garanties, Pourquoi moi, Methode, FAQ). Tracking des delais de reponse inclus.
5 variants / 5 blocks / 1 master prompt
5 variantes / 5 blocs / 1 mega-prompt
Module 4
💸
Invoices & cashflow
Factures & cashflow
International tax handling (Tax-exempt / Domestic Standard / Cross-border 0%). Computed payment status. AI follow-up prompt calibrated on 9 cases (3 client profiles times 3 escalation levels).
TVA geree nativement (Franchise micro / Standard / Intra-UE 0%). Statut paiement calcule. Prompt IA relance calibre sur 9 cas (3 profils clients x 3 niveaux d'escalade).
5 views / 9 follow-up variants / monthly rollup
5 vues / 9 variantes de relance / rollup mensuel
Module 5
🔄
Weekly review
Revue hebdomadaire
5-level energy score (early burnout signal). 5-level overall rating. AI "3 priorities" prompt that adapts to your energy - recovery first if you're at 1 or 2 out of 5.
Score energie 5 niveaux (signal burnout precoce). Note globale 5 niveaux. Prompt IA "3 priorites" qui s'adapte a ton energie - recovery first si tu es a 1 ou 2 sur 5.
Template button / 4 linked DBs / 3 views
Template button / 4 DBs liees / 3 vues
Module 6
🤖
Prompt Library
Bibliotheque de prompts
30 ready-to-use prompts in 7 categories: Sales, Proposals, Onboarding, Project management, Invoicing, Content, Self-review. Gallery view, favorites, tags.
30 prompts prets a l'emploi en 7 categories : Prospection, Propositions, Onboarding, Gestion de projet, Facturation, Content, Self-review. Vue galerie, favoris, tags.
30 prompts / 7 categories / 4 views
30 prompts / 7 categories / 4 vues