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Create Your Own 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 a Demo

Connects to your tools

Stripe Pipedrive Pipedrive GoHighLevel Meta Ads Whop Whop Close.com Close.com Sheets Commas

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 Commas Whop GoHighLevel
Linear Peak
Revenue chart
Apr 2023Sep 2023Feb 2024Jul 2024Dec 2024May 2025Oct 2025Mar 2026

Sales Insights

Pipeline and deal analytics

Sync CRM data nowEdit layout

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, Commas in one ledger

This Month

Total Volume

$318,740

1,842 transactions across all processors

StripeWhopCommas
LinearPeak
Sep 1Sep 8Sep 15Sep 22Sep 30
S

Stripe

Primary1,204 txns
$196,320
W

Whop

412 txns
$77,900
,

Commas

226 txns
$44,520

Recent Transactions

1,842 succeeded payments

CustomerDate & TimeProcessorAmount
j.mercer@northwind.example

Sep 11, 2026

4:12 PM

Stripe$4,800.00
team@apexfitness.example

Sep 11, 2026

11:40 AM

Whop$1,250.00
hello@lumenmedia.example

Sep 10, 2026

6:03 PM

Commas$2,400.00
s.okafor@vaultventures.example

Sep 10, 2026

9:27 AM

Stripe$12,000.00
ops@polarisgroup.example

Sep 9, 2026

3:55 PM

Stripe$6,500.00

Marketing

Paid campaigns and Meta Ads

OverviewPaidMeta Ads
7D30D60D90DMonth
Ad Spend

$12,480

ROAS

4.2x

Leads

312

Calls Booked

96

Deals Closed

18

CPA

$693

Cost Per Call

$130

Lead → Call %

31%

Total Revenue

$52,410

from ad spend · 30 days

Intelligence

Forecasts, reports, P&L builder & reconciliation

DashboardReportsP&L BuilderReconcile

Pipeline Forecast

$1,241,600 actuals + 90d projected 78% confidence

Seasonal trend model — solid = actual, dashed = projected, shaded = likely range

30d60d90d180d365d
AprMayJunJulAugSepOctNovDec

Jul 2026

$96,400

Won revenue

Aug 2026

$104,900

Won revenue

Sep 2026

$88,200

Won revenue

Close Rate

22.4%

won ÷ closed in period

Open Deals

25

Avg Deal Value

$8,120

won deals in period

Scenario Modeler

What-if projections — starts from your real close rate and avg deal value; drag to model changes.

Close Rate

22%

Avg Deal Value

$8,120

Deals / Month

55
Projected monthly revenue$98,260 ▲ 11.4% vs current pace

Team

Setters, closers, compensation & commissions

Filter reps…
AllSettersClosers
Log

Revenue

$534.2K

Commission

$53.4K

Reps

6

Sets

214

Closes

48

Close Rate

22.4%

Pipeline

$5.1M

Roster6
#1MRMarcus ReynoldsCloser · 11 closes$142.0K
#2ACAlicia ChenSetter · 64 sets$98.4K
#3DPDevon PriceFull cycle · 9 closes$77.9K
#4SOSam OkaforSetter · 41 sets$61.2K
#5LNLena NovakCloser · 6 closes$54.7K
Add rep
MR

Marcus Reynolds

Closer

marcus@youragency.example

activeEditLog

Revenue

$142.0K

Commission

$14.2K

Close Rate

31%

Pay & Commission

Rate

10%

Earned

$14,200

Effective rate10.0%
On deal value$142,000

Live Deals (CRM)

Open deals7 · $61,500
Won this period11 · $142,000
Lost4 · $22,100
Avg cycle18d

Performance

Deals closed11
Close rate31%
Avg deal value$12,909

Pipeline · Deals by Stage

11 won17 open4 lost
StageDealsValueMixShare
Reschedule2$14,200
5%
Call Scheduled5$41,500
16%
Potential Deals4$63,800
25%
Next Week's Projects3$52,000
20%
This Week's Projects3$88,400
34%

Apps

Bonus tools inside the same OS shell

LibraryIntelligence
Active✓ On

AI Terminal

Query your live business data in plain English — deals, revenue, ROAS, team — with confirm-to-run actions

Open →
Active✓ On

Story Attribution

Track which Instagram stories, reels, and posts drive leads and revenue

Open →
Active✓ On

Funnel Simulator

Model campaign profitability before spending a dollar

Open →
Active✓ On

Funnel Builder

Drag-and-drop visual funnel builder with simulation

Open →
ActiveOff

Webinar/VSL Builder

Turn a specific offer into a full webinar or VSL funnel spec

ActiveOff

Story Sequence Creator

Template-based Instagram story sequence planner with archetypes

Active✓ On

Pipeline Automations

Auto-assign deals, trigger notifications, stage-based workflows

Open →
Coming Soon

Proposal Generator

Generate client-ready proposals from your real numbers

CRM syncVortexOS nativeLead Ledger
Search deals...
All Contacts
Any Value
Refresh
Pipedrive · Main Pipeline
Save ViewCustomize stages

Pipeline Value

$5.1M

8 wks

Total Deals

25

8 wks

Leads

312

8 wks

Monthly Income

$84.2K

6 mo

Stage

Reschedule

2

$14,200

PN

Priya Nair

Coaching inquiry

Value
$6,200
BM

Beacon Mfg.

Reschedule · Fri

Value
$8,000

Stage

Call Scheduled

5

$41,500

ML

Maria Lopez

Discovery · Tue 2pm

Value
$9,000
TD

TechCo Demo

SaaS · 2-week trial

Value
$12,500
JW

James Whitmore

Inbound · LinkedIn

Value
$8,000
RS

Reach Studios

Agency referral

Value
$12,000

Stage

Potential Deals

4

$63,800

SK

Sarah Kimura

Q3 retainer

Value
$18,000
CC

Coaching Cohort

8-week program

Value
$24,000
PG

Polaris Group

Discovery call done

Value
$21,800

Stage

Next Week's Projects

3

$52,000

DP

Daniel Park

Proposal sent

Value
$15,000
VV

Vault Ventures

Awaiting terms

Value
$22,000
OC

Onyx & Co.

Follow-up Thu

Value
$15,000

Stage

This Week's Projects

3

$88,400

ER

Enterprise Renewal

Closing this week

Value
$48,000
MR

Marcus Reynolds

Final terms

Value
$24,400
NA

Northwind Audit

Awaiting signature

Value
$16,000
vortex-ai — saved session
ready

how did cash collected this month compare to last month, and which rep drove it?

14:02
reasoning
compare_periods· Sep vs Aug · cash_collectedget_rep_scorecard· top closers · Sep

Cash collected in September is $318,740, up 15.3% on August ($276,410). Stripe carried 62% of it, Whop 24%, Commas 14%.

repclosescashclose rate
M. Reynolds11$142,00031%
D. Price9$77,90026%
L. Novak6$54,70019%

Marcus Reynolds drove it: 11 closes on 36 sets, most of them from This Week's Projects. Refunds stayed flat at 1.1%.

forecast next month at the current pace

Ask your data anything... (Shift+Enter for a new line)

Management

Client portfolio, users & access, reports

Portfolio Trend

12-month revenue & cash

Revenue Cash
OctDecFebAprJunAug
3M6M1YALL

Revenue · Sep

$186,400

▲ 8.2% vs Aug

Cash Collected · Sep

$142,900

77% collection rate

Owed To You

$27,300

5 clients · pays Oct 1

Portfolio All-Time

$2.41M

8 clients · 6 active

All (8)Active (6)Behind (1)Invited (1)Inactive (0)
Users & AccessPrint reportsDownload CSVNew Client
NC

Northwind Coaching

northwind.example

active

Revenue

$48,200

Owed to you

$6,400

Cash

$41,800

Pipeline

$118K

Sep · $18,400 revenueOpen report →
AF

Apex Fitness Co.

apexfitness.example

behind

Revenue

$31,900

Owed to you

$9,100

Cash

$22,800

Pipeline

$46K

Aug report missingOpen report →
LM

Lumen Media

hello@lumenmedia.example

active

Revenue

$27,600

Owed to you

—

Cash

$27,600

Pipeline

$62K

Sep · $9,200 revenueOpen report →

Connects with the tools you already use

Setup

Your command center, built in minutes.

Hook up your tools once — Stripe, Pipedrive, GoHighLevel, Meta Ads, Whop, and more. Your own API keys, isolated per workspace, never shared. Click a step to preview it, or watch the walkthrough auto-play.

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
you@example.com
••••••••••••
Account created — workspace ready

Settings — Integrations

Isolated per workspace · never shared

5 of 7 connected
Stripe
✓ Live
PipedrivePipedrive
✓ Live
Meta Ads
✓ Live
WhopWhop
✓ Live
CommasCommas
✓ 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 — plus a Lead Ledger, a Management view and an AI Terminal — 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. Pick which CRM pipeline it mirrors, reorder or hide stages, and track raw leads per batch in the Lead Ledger. Move a card here, the deal moves in your CRM.

  • Mirrors your real CRM stages
  • Pick the pipeline, reorder or hide stages — syncs back
  • Lead Ledger: batches, sources, booked-lead tracking
03 — Payments

Payments

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

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

TOTAL VOLUME

$318,447.90

247 transactions across all processors

StripeWhopCommas
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. Plus an AI Terminal that answers plain-English questions from your own synced numbers.

  • 30/60/90-day revenue forecasts
  • Auto-generated per-client P&L
  • AI Terminal that answers from your own numbers
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, rep profiles with deals by stage, deal logs, per-rep commissions, and a compensation sheet for the rest of your staff. Reps see their numbers. You see everyone's. Commission reports generate themselves.

  • Setter + closer leaderboards
  • Auto-calculated commissions + manual compensation sheet
  • Rep profiles: deals by stage, close rate, sets, sparklines
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

Isolated 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.

Eight tools we built for ourselves — AI Terminal, Story Attribution, Funnel Simulator and Builder, Webinar/VSL Builder, Story Sequence Creator, Pipeline Automations — included with every plan. Plus an MCP server and CLI so your own agents can read the same numbers.

Attribution Story Attribution app screenshot

Story Attribution

Free

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

Forecasting Funnel Simulator app screenshot

Funnel Simulator

Free

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

Builder Funnel Builder app screenshot

Funnel Builder

Free

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

Who it's for

Built for operators, not analysts.

No dashboards to build, no SQL to write. Just the numbers that move your business.

Growth Agencies

Track every client's numbers without hiring a BI team.

Per-client P&L & rev-share splits
ROAS across every account

High-Ticket Consultants

Everything reconciled before Monday standup.

Pipeline & cash in one view
Ad spend reconciled daily

Info Product Operators

Run every launch and campaign from one OS.

Whop & Stripe subscriptions
Launch & campaign tracking
Book a Demo

See your entire business on one screen.

Get a live walkthrough with your own data. 20 minutes, no slides — we'll wire up your CRM, payments, and ad spend on the call and show you the numbers that actually run your business.

Book a Demo Call Explore the App
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