FulcraTek operations
Clients
Operating dashboard
Pipeline, overdue work, open receivables, and recent account activity.
Pipeline forecast
Open revenue by stage and close probability.
Needs attention
Overdue follow-ups, stale deals, and unpaid invoices.
Next tasks
Work due soon across sales and delivery.
Recent activity
Saved work, notes, invoices, and portal actions.
Sales pipeline
Track opportunities from intake through signed work, with value, probability, and next action.
Client list
0 records
New client
Projects
Manage project scope, progress, tasks, and invoices from the client profile.
Documents
Invoices and other documents for this client.
Open opportunities
Timeline
Tasks and follow-ups
Manage sales follow-ups, proposal nudges, invoice collection, and delivery tasks.
Task queue
0 tasks
New task
Every open deal should have a next action.
Invoices
Select an invoice from the list, or create a new one.
Document builder
Save before sending so the portal stays current.
Client portal links
Share a client-specific portal for proposals, invoices, payment links, and status.
Portal setup
Choose a client and generate a shareable access link.
Portal preview
Same data clients see when they open their link.
Settings
Advanced
User access
Danger zone
Clears browser cache only. Server data stays intact.