Vortex

Vortex OS

Create your own command center by hooking up your payment processors, CRMS, Ad accounts, p&l records & sheets to our operating system.

Get Started Book Demo

Dashboard

Executive Snapshot

Key metrics across all your business tools

Layout Presets
Key Metrics
+18%

Total Revenue

$534.2K

vs previous period

+12%

Cash Collected

$318.7K

Stripe + Whop

+28%

Calls Booked

741

this month

+4pp

Close Rate

22.4%

deals won / created

TOTAL INCOME

Dec 2022 — Apr 2026 · monthly

PERIOD TOTAL

$707,167

Revenue (CRM) Stripe Fanbasis Whop GoHighLevel
Linear Peak
Revenue chart
Apr 2023Sep 2023Feb 2024Jul 2024Dec 2024May 2025Oct 2025Mar 2026

Sales Insights

CRM + payment metrics in one view

Pipedrive GoHighLevel Close.com All CRMs

Value Won / Yearly

$419,200

Income by month · last 12mo

$60K$30K$0

Total Pipeline Value

$5.1M

All open deals · main pipeline

Total

$5,127,340

Active

$61,500

Won (YTD)

11

Lost (YTD)

14

2026 Won

$142,800

Current year income

$50K$25K$0

Close Rate (YTD)

24%

Closed ÷ created this year

Created142
Won11
Lost14

This Week Sets

4

deals
-64% vs last week

This Month Sales

$24,000

+100% vs last month

Deals Created

142

2026 new deals

Deal Conversion Funnel

Call scheduled

3

Rescheduled

0

Potential deals

9

Next week

0

This week

4

Payments

Stripe, Whop, Fanbasis in one ledger

All processors

Total Volume

$318,447.90

247 transactions across all processors

Stripe Whop Fanbasis
S

Stripe

247 transactions

$318,447.90

GROSS VOLUME

$318,447.90

NET VOLUME

$309,281.44

Recent Transactions
CustomerDateProc.Amount
Marcus ReynoldsApr 28Stripe$3,500
Sarah KimuraApr 15Stripe$1,850
Daniel ParkApr 3Stripe$2,200

Marketing

Ad spend + funnel metrics

Overview Paid Meta Ads

AD SPEND

$8,420

LEADS

4,210

DEALS CLOSED

38

CALLS BOOKED

412

ROAS

28.4x

CPA

$221

COST PER CALL

$20

LEAD → CALL %

9.8%

Total Revenue

$241,380

Intelligence

Forecasting, reports & client economics

Dashboard Reports P&L Builder Reconcile

Revenue Overview · Jan 1 – Dec 31, 2025

WON REVENUE

$741,220

Pipeline closed deals

PIPELINE VALUE

$84,200

Active open deals

DEALS WON

183

$4,052 avg deal

CASH COLLECTED

$318,447

Stripe payments

Pipeline Forecast

$862,440 Actual + 90d projected

Scenario Modeler

Close Rate28%
Monthly Leads48
REV/MO
$62,000
ROAS
19.2x

Client P&L

Revenue (Stripe)$318,447
Pipeline value$84,200
Ad spend$8,420
Net Profit$310,027

Deal Conversion

Pipeline performance & team commissions

Week Month 30d All Time

New Lead

4,920

Call Sched.

3

Potential

381

This Week

4

Won

127

CONVERSION

2.6%

REVENUE

$538,400

PIPELINE VALUE

$3.9M

APPTS SET

982

Team2 members · 1 setter · 1 closer
+ Log Deal
RANKREPDEALSCLOSE %REVENUECOMM.
#1
AC

Alex Chen

Top Closer
424%$48,000$4,800
#2
JM

Jordan Mills

setter
12——$2,100

Apps Library

Bonus tools inside the same OS shell

5 apps available

Story Attribution

Track every touch source

Funnel Simulator

Model conversion paths

Funnel Builder

Drag-drop flow editor

Automations

Pipeline triggers + webhooks

Story Creator

UTM links + sequence builder

Browse all apps

Pipeline

Drag deals between stages — syncs back to your CRM

+ New Deal 25 open · $5.1M
New Lead
8

Maria Lopez

Coaching Inquiry

$8,500

TechCo Demo

SaaS · 2-week trial

$15,200

James Whitmore

Inbound · LinkedIn

$6,400

Reach Studios

Agency referral

$4,200

Stage Value$34,300
Qualified
5

Sarah Kimura

Q3 retainer

$24,000

Coaching Cohort

8-week program

$12,000

Polaris Group

Discovery call done

$18,500

Stage Value$54,500
Proposal
4

Daniel Park

Sent Apr 22

$32,000

Vault Ventures

Sent Apr 19

$45,000

Onyx & Co.

Sent Apr 15

$22,800

Stage Value$99,800
Negotiation
3

Enterprise Renewal

Closing this week

$48,000

Marcus Reynolds

Final terms

$28,500

Beacon Mfg.

Awaiting signature

$36,200

Stage Value$112,700
Won
5

Ads Audit + Build

Closed Apr 26

$8,500

Q2 Coaching

Closed Apr 21

$12,000

Northwind Audit

Closed Apr 14

$9,800

Heritage Pro

Closed Apr 9

$15,500

Stage Value$45,800

Accounts

Manage your client portfolio & invitations

Invite Client

ACTIVE CLIENTS

12

PENDING INVITES

3

MRR (TOTAL)

$48,200

RETENTION

94%

CLIENTSTATUSMRRJOINEDROLE
VC

Velocity Consulting

contact@velocity.co

ACTIVE$8,400Mar 12Client
SK

Summit Kineapolis

team@summitk.io

ACTIVE$5,200Feb 8Client
DR

Drift & Reach Co.

info@driftreach.com

INVITED—Apr 28Pending

Connects with the tools you already use

Setup

Wire your APIs once. The OS fills itself in.

Every integration is your own key, encrypted per workspace. Nothing is shared across customers. Click any step to preview it — or watch it auto-walk through.

Start Free Setup Walk Through With Us

Stuck on a provider? Book a demo — we walk the key flow on a shared screen.

vortexos.io/login
Step1 / 4

Welcome to VortexOS

Sign in to access your operating system

Or continue with email
caden@vortexventures.io
••••••••••••
Account created — workspace ready

Settings — Integrations

Encrypted per workspace · never shared

5 of 7 connected
Stripe
✓ Live
PipedrivePipedrive
✓ Live
Meta Ads
✓ Live
WhopWhop
✓ Live
FanbasisFanbasis
✓ Live
Google Sheets
Optional
GoHighLevel

Add GoHighLevel

Private Integration Token + Location ID

Last step
pit-2c8f4d-9a7e-4b32-pi
loc_VxR7nQp4Mb
Connected — found 1,247 contacts & 38 pipelines

Sync Center

Manual sync · auto-refresh hourly

Live syncing

Last sync: 42 sec ago

Stripe✓ DONE
2,847 records · 3.2s
PipedrivePipedriveSYNCING
68% · 384/564
Meta Ads✓ DONE
142 campaigns · 1.8s
WhopWhopQUEUED
starts in 1.4s

RECORDS

3,719

DEDUPED

412

RECONCILED

$534K

You're live

Drag widgets · move pipeline cards · export reports

All systems live
Executive SnapshotThis Month
DRAG

Total Revenue

$534.2K

Cash Collected

$318.7K

Pipeline Value

$5.1M

Close Rate

22.4%

Revenue · 12 mo$534,180
WIDGETS

Drag-drop layout

EXPORT

PDF reports

AI

Auto-summary

The OS

Every number that runs your agency, in one place.

Six core surfaces that replace the eight tabs you have open right now.

01 — Dashboard

Executive Dashboard

The single screen leadership opens in the morning. Cash collected, pipeline value, MRR, team performance, ad spend — every number that matters, in one customizable layout.

  • Customizable metric cards — swap any KPI
  • Revenue chart with processor breakdowns
  • Drag-and-drop layout, saved per user

EXECUTIVE SNAPSHOT

Key metrics across all your business tools

⊞ Layout Presets

KEY METRICS

+18%

Total Revenue

$534.2K

vs previous period

-2%

Cash Collected

$318.7K

vs previous period

+28%

Calls Booked

741

vs previous period

+4pp

Close Rate

22.4%

vs previous period

REVENUE

PERIOD TOTAL $534,180

Total Income · Dec 2022 – Apr 2026 · monthly

Revenue (CRM)Stripe
Apr 23Oct 23Mar 24Oct 24Mar 25Oct 25Apr 26
Pipedrive GoHighLevel Close.com All CRMs

VALUE WON / YEARLY

$419,200

Income by month · last 12mo

TOTAL PIPELINE VALUE

$5.1M

ALL OPEN DEALS

TOTAL $5,127,340
WON (YTD) 11

2026 WON

$142,800

Current year income

CLOSE RATE (YTD)

24%

Closed ÷ Created this year

Created 142 · Won 11

THIS WEEK SETS

4 deals

-64%

THIS MONTH SALES

$24,000

+100%

DEALS CREATED

142

2026 new deals

DEAL CONVERSION FUNNEL

Call scheduled

3

Rescheduled

0

Potential deals

9

Next week

0

This week

4

02 — Pipeline

Sales Pipeline

A drag-and-drop deal board that syncs both ways with Pipedrive, Close, or GoHighLevel. Move a card on Vortex, the deal moves in your CRM. No double-entry, no stale data.

  • Mirrors your real CRM stages
  • Drag deals between columns — auto-syncs back
  • Conversion funnel built from your real stages
03 — Payments

Payments

Every transaction across Stripe, Whop, and Fanbasis on one timeline. See net cash, refunds, and payment volume by processor without logging into three dashboards.

  • Stripe + Whop + Fanbasis in one view
  • Customer-level transaction history
  • Real-time volume + refund tracking

TOTAL VOLUME

$318,447.90

247 transactions across all processors

StripeWhopFanbasis
S

Stripe

247 txns

$318,447.90

GROSS VOLUME

$318,447.90

NET VOLUME

$309,281.44

W

Whop

0 active members

$0.00

Not connected · Connect Whop in Settings to sync

RECENT TRANSACTIONS

CUSTOMERDATEPROC.AMOUNT
Marcus ReynoldsApr 28Stripe$3,500
Sarah KimuraApr 15Stripe$1,850
Daniel ParkApr 3Stripe$2,200
OverviewPaidMeta Ads
7D30D60D90DMonth

AD SPEND

$8,420

LEADS

4,210

DEALS CLOSED

38

CALLS BOOKED

412

ROAS

28.4x

CPA

$221

COST PER CALL

$20

LEAD → CALL %

9.8%

TOTAL REVENUE

$241,380

04 — Marketing

Marketing

Ad spend, cost per lead, ROAS, calls booked, deals closed — eight metrics that actually tell you if your marketing dollars are working. Pulled from Meta Ads or imported from sheets.

  • Ad spend, ROAS, CPL, CPA
  • Leads, calls booked, deals closed
  • Meta Ads sync + CSV/Google Sheets import
05 — Intelligence

Intelligence

30, 60, 90-day revenue forecasts. Auto-generated client P&L from Stripe data. Scenario modeling so you can see what happens if you raise prices, cut a client, or hire a closer. The brain of your business.

  • 30/60/90-day revenue forecasts
  • Auto-generated per-client P&L
  • Scenario modeling + AI insights
DashboardReportsP&L BuilderReconcile

Revenue Overview · Jan 1 – Dec 31, 2025

WON REVENUE

$741,220

Pipeline closed deals

PIPELINE VALUE

$84,200

Active open deals

DEALS WON

183

$4,052 avg deal

CASH COLLECTED

$318,447

Stripe payments

PIPELINE FORECAST

$862,440 Actual + 490 pre-projected

SCENARIO MODELER

Close Rate — 28%

Monthly Leads — 48

REV/MO
$62,000
ROAS
19.2x

CLIENT P&L

Revenue (Stripe)$318,447
Ad Spend$8,420
Net Profit$310,027

DEAL CONVERSION

WeekMonth30dAll Time

New Lead

4,920

Call Sched.

3

Potential

381

This Week

4

Won

127

CONVERSION

2.6%

REVENUE

$538,400

PIPELINE VALUE

$3.9M

APPTS SET

982

Team 2 members · 1 setter · 1 closer

+ Log Deal
RANKREPDEALSCLOSE %REVENUECOMM.
#1
AC

Alex Chen Top Closer

424%$48,000$4,800
#2
JM

Jordan Mills setter

12——$2,100
06 — Team

Team

Setter and closer leaderboards, conversion funnels, deal logs, and per-rep commissions. Reps see their numbers. You see everyone's. Commission reports generate themselves.

  • Setter + closer leaderboards
  • Auto-calculated commissions
  • Per-rep deal logs + activity tracking
How It Works

The engine that keeps every number honest.

Setup is what you do. This is what VortexOS does — every hour, in the background, while you sleep. Click any layer to see the engine work.

Get Started Free Book Live Demo
/connect
Live

Integrations

Encrypted credentials · per-workspace

4 of 6 Connected

Stripe

Connected

Pipedrive

Pipedrive

Connected

Meta Ads

Connected

Whop

Whop

Connected

GoHighLevel

GoHighLevel

Connecting...

+ Add

Add API Key — Close.com

sk_live_a8f3xb2k9p4mq

Sync Engine

Pulling, normalizing, deduplicating

Syncing
Stripe
✓ 2,847 records
PipedrivePipedrive
73% · 412 / 564
Meta Ads
✓ 142 campaigns
WhopWhop
41% · 318 / 776

RECORDS

3,719

DEDUPED

412

RECONCILED

$534K

Your Command Center

Live data · all sources · one screen

All Systems Live
+18%

Total Revenue

$534.2K

+12%

Cash Collected

$318.7K

+15%

Pipeline Value

$5.1M

+4pp

Close Rate

22.4%

Revenue · 12mo$534,180
Bonus Apps

Plus an entire app library.

Tools we built for ourselves and shipped for everyone. Use them or ignore them.

Story Attribution

Story Attribution

Track which Instagram stories, reels, and posts drive DMs and closed deals.

Funnel Simulator

Funnel Simulator

Model campaign profitability before you spend a dollar. ROAS, CPA, breakeven.

Funnel Builder

Funnel Builder

Drag-and-drop visual funnel builder. Map your traffic flow and see projected outcomes.

Built for operators, not analysts.

Growth Agencies

Track every client's P&L, rev-share splits, and ROAS without a BI hire.

High-Ticket Consultants

Pipeline, cash, and ad spend reconciled before Monday standup.

Info Product Operators

Manage launches, Whop subs, and ad campaigns from one OS.

Pricing

Simple pricing for serious operators

All plans include a 5-minute onboarding call. Book a demo to get started.

Starter

Book a Demo

For solo operators and small teams

  • ✓1 workspace
  • ✓Up to 3 integrations
  • ✓Dashboard + Pipeline
  • ✓PDF Reports
Book Demo
Most Popular

Growth

Book a Demo

For agencies and growing teams

  • ✓3 workspaces
  • ✓All integrations
  • ✓Full feature access
  • ✓Team + commission tracking
  • ✓AI Assistant
Book Demo

Operator

Book a Demo

For multi-brand operators and enterprises

  • ✓Unlimited workspaces
  • ✓Everything in Growth
  • ✓White-label options
  • ✓Priority support + onboarding
  • ✓Custom integrations
Book Demo

The ultimate command center for your business.

Five minutes of setup. One screen forever after. Every dollar, deal, and ad source reconciled in real time — so you can steer with the receipts, not your gut.

Get Started Book Demo