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Total customers
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Live
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In progress
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Overdue tasks
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Zapier webhook — automated reminders
Paste your Zapier "Catch Hook" URL. When you click "Send reminder" on any customer, Zapier fires a real email via Gmail or Outlook.
Not configured
Setup: Zapier → New Zap → Trigger: Webhooks by Zapier → Catch Hook → Action: Gmail → Send email. Use {{client_email}}, {{app_name}}, {{overdue_tasks}}, {{portal_url}} in your email template.
Active customers
Click a row to update progress. Click "Open portal" to view their pre-filled onboarding portal.
Customer
Stack
Progress
Progress bar
Go-live
Status
Reminder
Actions
No customers yet — click + Add customer to get started
Activity log
Reminders sent and status changes
Recent activity
No activity yet. Add a customer and send a reminder to see log entries.