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Kinetic Management Portal

Business

Kinetic Management Portal

par Craig Rogers

Gratuit

Prix actuel — pas de promo en cours

v1.0.1 26 Mo Universel 4+

Description

The official Kinetic Management Portal — a private app for current clients and staff of Kinetic Management.

If you're a Kinetic client, this is your portal. View your active projects, pay invoices, sign contracts on your phone, message Craig directly, and stay on top of everything happening on your account — all in one place.

If you're staff, this is your tool for running the roster: pipeline, tasks, invoicing, AI-drafted outreach, automated workflows, and the reports that keep the business moving.

This app is by invitation only. Accounts are issued by Kinetic Management to existing clients and team members. If you don't already have an invite from Craig, the app won't work for you.

CLIENT FEATURES
• See all your active projects with real-time milestone progress
• Receive invoices and pay them with PayPal, Cash App, or Venmo
• Sign contracts on your phone with a single tap
• Direct message Craig — push notifications keep you in the loop
• View your contract history and signed agreements anywhere, anytime
• Get notified the moment something new lands on your account

STAFF FEATURES
• Full pipeline view — Lead, Prospect, Pitching, Negotiating, Signed
• Client and project tracking with deep detail pages
• Invoicing with built-in pay links and outstanding-balance tracking
• Two-signature contract flow with on-screen signatures
• AI tools: outreach drafting (DM, text, email), call scripts, prospect discovery
• Workflow automation — 15 prebuilt sequences plus an AI-assisted builder
• Auto-triggers fire workflows when client status changes, projects start, contracts get signed
• Daily morning push reminders for overdue tasks and items needing attention
• Reports: revenue trends, pipeline value, conversion rate, top clients

ABOUT KINETIC MANAGEMENT
Kinetic Management is a boutique talent and influencer management agency run by Craig Rogers. This app is the internal portal we built so our clients and staff stay connected without juggling email threads and spreadsheets. It exists because we needed it — not as a product for other agencies, but as the tool that runs our day-to-day.

Already a client and need help signing in? Email craig@kinetic-mgmt.com.

Nouveautés (v1.0.1)

Fixed how the Finances sub-accounts (Your Pay, Tax Reserve, Operations) calculate. Each bucket now tracks independently — paying yourself only reduces Your Pay, not all three. The three envelopes always add up to your bank balance.