Selected Project
Project
Master Calendar
Upcoming Project Dates
Event Snapshot
Next Milestones
Activity & Approvals
Recent CRM changes
Event Workspace
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Sign in to your DeSIGNATURE workspace.
Live portal required for saving.
This local preview can show the CRM layout, but saving, deleting, email, and database actions should be tested on the live portal.
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Agency overview
DS
Manage this event
Cancel or archive to retain history. Delete is available only for empty events and checks for retained records first.
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Unified Marketing Intelligence
Website & Commercial Performance
Private reporting for designature.ae, connected to DeSIGNATURE GA4 and CRM records.
Ready
Live now0active users in the last 30 minutes
30-Day Movement
Audience Trend
Acquisition
Traffic Channels
Content
Top Pages
Audience
Top Countries
Technology
Devices
Audience
New vs Returning
Acquisition
Source / Medium
Commercial Funnel
From Enquiry to Retained Value
Google Analytics 4
Audience, acquisition, engagement and content performance.
Google Search Console
Search visibility activates after Search Console access is connected.
Meta · Facebook & Instagram
Paid and organic social reporting activates after Meta access is connected.
Executive Interpretation
What Management Should Watch Next
Plan · produce · deliver
Events
One workspace for every event, from the first brief to closeout.
Across your events
Files & approvals
Find a file, then open its event to review or upload a new version.
Event Calendar
Projects by Date
Calendar
Client directory
Enquiries
| Client | Source | Event | Date | Budget | Location | Status | Action |
|---|
Manual Opportunity
Create Manual Enquiry
Inquiry Review
Enquiry Review
Portfolio Downloads
0 requests| Name | Status | Requested | Action |
|---|
Partner Intake
Vendor / Partner Registry
Staff-only supplier registry for reusable vendor details, portfolio links and approval notes. External vendors do not enter the CRM; share the private intake link when you want them to submit details directly.
Vendor Directory
Find the right partner quickly
Browse by service category or search across company, contact and location.
| Partner | Category | Contact | Portfolio | Status | Action |
|---|
Finance
Budgets, quotations, invoices and payments.
Active Event
Select or create an Event first
Select or create an Event first.
VAT pending
Checking billing access
Loading quotations and invoices…
How quotations & invoices work
- Prepare the quotationChoose an event created from an enquiry. Add scope, pricing and any optional items, then save the draft.
- Record acceptancePreview or download the PDF. Record approval, sending and client acceptance in the quotation register.
- Create the invoiceUse an accepted quotation, or create a direct event invoice. Save, review and issue it.
- Track the paymentCreate the receivable from the issued invoice. Confirm payment only after the money is received.
“Sent” records a status; it does not email the document. A saved budget or invoice draft does not record a payment.
Commercial Documents
Choose the next action for this Event
Select or create an Event first.
Quotation
New Draft
Quotations
Controlled Revisions
Invoice
New Draft
Invoices
Invoice Register
Collections
Receivables
Payment analysis & follow-ups
Invoice Tracking
All Generated Invoices
Drafts appear here immediately. Waiting to Receive changes only after a receivable is explicitly created.
| Invoice | Event | Client | Total | Issue Date | Due Date | Invoice Status | Collection Status | Outstanding | Action |
|---|
Invoice Draft
Invoice Preview
Receivable Follow-Up
Due, Overdue & Upcoming Client Payments
Costs
Payables & Company Expenses
Client payments
| Project | Client | Item | Due | Amount | Status | Actions |
|---|
Need To Pay
| Project | Payee | Item | Due | Amount | Status | Actions |
|---|
Company Expenses
| Expense | Provider | Due | Amount | Status | Actions |
|---|
Project Overview
Event workspace
Active
Priority Queue
Workspace Items Needing Attention
Workspace Health
Project Readiness Snapshot
Workspace Navigator
Jump to operational sectionsCommunication Log
Client, vendor & internal touchpoints
Vendors & Procurement
Supplier shortlist, quotes and contract status
Approvals & Changes
Client sign-offs and scoped change requests
Risk & Permit Register
Track blockers before they become event-day issues
Run of Show
Event-day sequence, leads & cues
Guests & RSVP
Invite list, tiers and guest requirements
Workstream Task Register
Master Timeline
Phase-by-phase plan calculated from the event date and project milestones.
Project File Library
Documents, Proposals & Task Files
New files and replacement versions stay internal until reviewed and released. Task attachments remain linked to their task.
Quotation Draft
Quote Preview
Approval Queue
Internal review before client release
Access Control
Invite Users & Manage 90-Day Client Access
Review Queue
Access Items Needing Attention
Recovery Snapshot
Export CRM Backup Before Major Changes
Download a timestamped CRM snapshot for recovery. It includes projects, inquiries, finance, users, invites and activity, but excludes passwords, auth tokens and private setup links.
Preparing snapshot summary...
Restore is local-preview only. Live database recovery should use Supabase admin tooling.
| Role | Project | Status | Access Ends | Action |
|---|
Active Users
| Name | Role | Status | Action |
|---|
Owner / Developer Tools
Website Content Studio
This area is hidden from project managers, finance users and clients. Krste has developer/admin access and Desislava has owner access, so both accounts can open the studio when DeSIGNATURE needs to update approved public website text, portfolio items, logos or images.
Open Content StudioMicrosoft 365 Setup
SharePoint Data Mapping
The CRM file model is ready for SharePoint or Microsoft Graph, but the live connector is not connected yet. For now, uploaded local preview files stay in the browser session; production files should route through Vercel, Supabase and the future SharePoint connector.
Open this tab on the live portal to check configured services.