Welcome back
Reading the studio…
Checking projects, clients, billing and the calendar.
Needs You
Ranked by urgency
The Week Ahead
Calendar · tasks · deadlines
Project Health
Progress against deadline
Client Pulse
Latest messages
Sales CRM
Pipeline Value
—
Open opportunities
Weighted Pipeline
—
Value × probability
Closing 30 Days
—
Expected close
Open Deals
—
Active pipeline
Client Roster
All Projects
Production & Tasks
Open Tasks
0
Across active projects
Due This Week
0
Requires attention
In Review
0
Internal or client review
Completed
0
Current workspace
Team Capacity
Workload based on active task ownership
Calendar
New Project
Syncs to Client Portal instantly
Incoming Briefs
0 received
Log Manual Brief
From call or email
Website Inquiries
0 received
CAVYRE Leads
0 active leads
New / Scheduling0Needs first response or walkthrough
Walkthroughs0Scheduled or completed
Sales Pipeline0Proposal or negotiation
Won / Build0Won, portal build, or live
Downloadable Form Library
Blank PDF applications for offline / email use
Lead Pipeline
Every CAVYRE website application
Testimonials
Deliverables & Files
Asset Library
Website Studio
Everything visitors see, edited from here.
Work Projects
＋
Drop photos here to start a new project
Or click to choose. The first photo becomes the cover, the rest fill the gallery. PNG or JPG.
Site Preview
Turn on Edit Text and click any wording to change it, or click an image to replace it
Text Changes
Wording you have changed on the site — revert any of it to the original
Page Images
Journal
Team Members
Messages
0 unread
Send to Client
Appears in Client Portal immediately
Casa de Veux · Outbound Presentation Engine
Send Desk
Present · Pitch · Deliver · Follow Up. Build designed client communications from one connected record.
Drafts0
Sent0
Viewed0
Action0
Billing / Finance
Invoices
Create, track and close client billing from the same project record. Payment status is shared with Project 360, Casa Intelligence and the Client Portal.
Live client billing
Paid
—
Collected revenue
Outstanding
—
Open receivables
Overdue
—
Requires follow-up
Total Issued
—
All invoices
| Invoice | Client / Project | Issued | Due | Amount | Status | Update Status | Actions |
|---|
Casa Intelligence
Executive operating view
Collected YTD
—
Recorded payments
Open Receivables
—
Invoice balance after payments
Pipeline
—
Open sales opportunities
At-Risk Work
—
High-priority overdue / review
Ask Casa
Workflow intelligence — not a generic chatbot
Intelligence Response
Choose a question above. Casa Intelligence will summarize the connected operating data currently in the portal.
Automation Rules
When something happens → move the operation forward
Season Timeline
Internal Notes
Deleted Items
0 items
Email connection
Checking the connection…
Invitations and notices go out from Casa de Veux through Resend.
Connection Checklist
What has to be in place
Where It Is Used
Emails the portal sends
Portal invitations
System → Access & Invitations: client, creative and team access
CAVYRE workspace invitations
CAVYRE → Client Portals → Invite
Connection test
Sent only to you, from this page
Email Preview
Exactly as it arrives
Account Security
Supabase Auth
Team Accounts
Supabase Auth · role-based access
Invite team members by email. Each person creates and controls their own secure password.
Client Access
Unique per client
Invite each client by email. Casa never displays or shares their password.