Clientcee CRMC
Clientcee CRM

v1.7.7 to v1.8.1 (May 27, 2026) A brand new dashboard built around your day

Pritam Das
Pritam DasFounder

Your dashboard has been completely rebuilt to show what needs your attention, how the business is doing, and what's coming up.

At a glance:

- A one-line summary at the top calls out everything that needs your attention right now

- Key numbers for clients, active leads (with your win rate), outstanding payments, revenue this month and expenses this month, each compared to last month

- Click any number to jump straight to the related list

Needs Attention:

- Overdue invoices with the total amount to collect, unsigned proposals, open tasks, expenses waiting for approval and recurring expenses due today, all in one strip

Business insights:

- A cash flow chart comparing what you invoiced with what you collected over the last 6 months, including your collection rate

- A pipeline view showing how many leads sit in each status

- Your top 5 clients by revenue this month

- Recent activity showing real business updates, not login noise

Your day:

- Today's agenda, with a Tomorrow tab to plan ahead

- Quick actions, now including Record Payment

Stays up to date:

- The dashboard refreshes itself every minute, so the numbers are always current without reloading

Personal widgets:

- Water tracker: log glasses with one tap, set a daily goal and get gentle reminders to drink water

- Focus timer: a built-in Pomodoro timer with work and break sessions and a daily session count

- Revenue goal: set a monthly target and watch your progress, with a daily pace to stay on track

- Birthdays: see client and team birthdays coming up in the next 7 days. You can now add a date of birth to each client

A lighter look:

- Icons across ClientCee have been refreshed with a cleaner, lighter line style

shipped

Pritam Das
Published by Pritam Das