Live demo · sign in and click anything

A business workspace with a door for your clients

CRM, projects, invoicing and analytics on one database — plus a portal where your clients approve work, sign contracts and see what they owe. This is the working demo, not a brochure.

demo@visionos.app · DemoPass!23 — shared, read-write, hosted on a free tier that sleeps between visits

The Executive analytics screen: revenue, ARR, profit and client-retention tiles above revenue trend and forecast charts, with CRM, Sales, Invoices, AI Assistant and Workflows listed in the sidebar.

53

Screens, all on a real API

110

Database tables

12

Client-portal screens

0

TODO markers in the codebase

Every department, one surface

Modules share the same data model, so an invoice knows the deal, the deal knows the project, and the assistant knows all three. What's live and what isn't is written down, module by module.

Client portal

Your clients sign in to see only their own projects, approvals, contracts and invoices. Four roles, so the right person is the one who approves.

CRM & sales

Contacts, companies and deals with a stage pipeline. Full create, edit and delete, gated by role.

Projects & invoicing

Projects, tasks, calendar and meetings, with invoices raised against the work and tracked to paid.

Analytics

Live aggregates over your own data. Three metrics without a source table are derived by a documented formula, commented where they are calculated.

AI assistant

Reads your live workspace data and writes a short account of what moved this month and what is worth watching.

Security model

Separate signing keys for staff and client sessions, row-level security on every table, and an audit log that records refused access as well as granted.

Have a look round first

Nothing here is behind a form. Sign in with the demo account above, break whatever you like, and judge the software rather than the marketing. If you want your own instance set up, get in touch.