Raybotix Workspace: Agency Task & CRM System
The internal operating system for Raybotix Digital: every task timed and approved, cost per client and per role, a lead pipeline, and every website enquiry landing in one inbox with an AI summary.
What it does
Raybotix Workspace is the tool the agency runs on. The dashboard shows total, in-progress, urgent and overdue tasks, hours worked today and this week, monthly cost, active users and timers, and a queue of tasks waiting for approval. Every task carries a project, priority, status, timer and cost, and can be filtered by person, project, status and date.
Analytics turn logged time into daily work hours, productivity per team member and cost per project and per role, exportable to Excel. A CRM board moves leads from new through contacted, qualified, proposal and negotiation to onboarded. A website inquiry inbox collects contact-form and AI-chat enquiries from the agency site with an AI summary of what the visitor wants, and converts them to leads in one click.
Key features
- Dashboard with task counts, hours worked, monthly cost, active timers and pending approvals
- Tasks with priority, status, timers, cost per task and approve / request-changes flow
- Projects and folders for client and campaign work with completed and pending counts
- Team performance: daily work hours, productivity and hours per person
- Cost analytics by project and by role, with Excel export
- CRM lead board from new to onboarded with owners, due dates and priorities
- Website inquiry inbox with source, page, AI summary and convert-to-lead
- Calendar, messages, notifications, billing, staff management and activity logs
AI in the product
- AI summaries of website and chat enquiries
- AI website chat leads captured into the inbox
Modules
Platform
- Web app
- Internal tool — no public sign-up
Screenshots.
Click any screenshot to view it full size. Personal details in the data have been blurred.
- Workspace dashboard with task counts, hours worked, monthly cost, active timers and pending approvals
- All tasks view with status, timers, cost per task and filters
- Team performance analytics: daily work hours and productivity per person
- Cost analytics by project and by role
- CRM leads board from new to onboarded
- Website inquiry inbox with AI summaries and convert-to-lead
- Projects and folders for client and campaign work
See it live
This is an internal tool without public sign-up. The link goes to the agency it was built for.
Other project records.
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