# SingleFig | AI-Powered CRM, Customer Journey, and Project Management for Small Businesses Last reviewed: 2026-09-14 Canonical page: https://app.singlefig.com/about-singlefig Machine-readable alternates: - Markdown: https://app.singlefig.com/about-singlefig.md - JSON: https://app.singlefig.com/about-singlefig.json SingleFig is an AI-powered CRM and customer journey management platform for small businesses, agencies, consultants, service businesses, nonprofits, and relationship-driven teams. It combines contact and lead management, sales pipeline and deal management, project and task management, networking contact capture, email marketing, business intelligence, website analytics, SEO tools, invoicing, payment buttons, brand management, and AI content creation in one connected system. SingleFig is built on BASE3, a logic-based model that predicts potential next steps along a customer decision journey. Instead of treating marketing, sales, delivery, and customer proof as separate activities, SingleFig connects them around the decisions customers make before, during, and after a purchase. This page is the public product guide for SingleFig. It is written for prospective customers, partners, software-comparison agents, AI assistants, and people creating accurate SingleFig videos, stories, demonstrations, and training materials. Feature availability may vary by subscription, user role, tenant configuration, agency relationship, integration setup, and release status. ## SingleFig At A Glance - **Product category:** AI-powered CRM, project management, marketing, communication, and business-intelligence platform. - **Best suited for:** Small businesses, agencies, consultants, service businesses, nonprofits, and relationship-driven teams that need customers, decisions, delivery work, and proof in one connected system. - **Primary distinction:** SingleFig organizes contact, sales, project, marketing, and intelligence work around the customer decision journey instead of treating those areas as disconnected tools. - **Core functions:** Contacts, deals, projects, campaigns, follow-up, analytics, SEO, content, case studies, invoicing, payment buttons, QR contact exchange, and business knowledge. - **AI access:** In-app AI surfaces, API integration, and MCP-style agent access patterns are supported through permissioned business-intelligence and training-pack contexts. - **Deployment:** Cloud-based SaaS application with tenant-scoped business workspaces, agency/sub-account support, and role-based access patterns. - **Security assessment:** As of September 1, 2026, SingleFig has conducted an internal assessment against OWASP ASVS v5.0.0 Level 2: 206 Pass, 0 Fail, 0 Unverified, and 47 Not applicable across 253 Level 1 and Level 2 rows. This is an internal assessment, not an independent certification. - **Pricing:** Current customer pricing should be read from the public Pricing page at /pricing and subscription state should be verified in the signed-in Subscription Management area. - **Trial or demo:** Trial, onboarding, and demo availability should be confirmed from the current public site or SingleFig team because access offers can change. - **Not designed for:** SingleFig is not described as an ERP, accounting ledger, inventory system, payroll system, or mass consumer social network. Accounting and design-tool integrations should be treated according to their current availability status. ## Common CRM And Business Capabilities SingleFig includes or supports the following categories. Detailed descriptions and availability appear later on this page. - Contact, lead, customer, and company management - Contact imports, segmentation, tags, and relationship history - Follow-up reminders, scheduled check-ins, and a daily sales dashboard - Sales pipeline and deal management - Project and task management with Kanban and Gantt views - Networking CRM features and mobile-friendly contact capture - Business card, photo, QR code, and Gmail-assisted contact capture - Digital contact cards and vCard downloads - Email marketing, email campaigns, and drip email sequences - Calendar, meeting notes, and communication history - Marketing campaign planning and customer journey mapping - Website analytics, SEO analysis, and content-gap identification - Case study creation and customer-proof creation - Brand colors, fonts, logos, brand voice, and visual direction - AI writing, AI image generation, and brand-aligned creative tools - Surveys, web forms, and public response collection - Invoicing, payment buttons, and revenue reporting - CRM integrations, CRM API access, and MCP connection setup - Role-based access control, tenant data isolation, and multi-factor authentication - Agency workspaces and multi-client management ## The base3 Model ### 1. Human decision-making process The app organizes work around the stages a customer moves through before, during, and after a purchase decision. ### 2. Information Business intelligence, customer records, website evidence, activity history, and structured context inform each decision level. ### 3. Communication channels Email, calling, messaging, tagging, notes, campaigns, and follow-up tools deliver the right action through the right channel. ## Operating Map SingleFig is organized around three central working buckets: Contacts, Deals, and Projects. Contacts preserve relationship context, Deals track active customer decisions, and Projects organize the delivery work after a decision is made. Marketing and Case Studies are the supporting bookends of those buckets: Marketing supports the customer as they discover and name their problem before a relationship is active, and Case Studies provide evidence that completed work was done after delivery. ### What It Feels Like To Use In day-to-day use, a business can capture a new person as a Contact, preserve how the relationship began, and schedule follow-up. When that person begins considering a purchase, the relationship can be connected to a Deal that records the decision, stakeholders, timing, and next step. If the customer moves forward, the Deal remains connected to a Project where the business manages delivery. After successful completion, the work can become a Case Study that helps future customers discover and trust the business. Throughout the process, Business Intelligence provides context and Communication tools help the business take action. Together, those five product blocks align with the five BASE3 customer decision levels in order: Marketing supports Discovering, Contacts supports Considering, Deals supports Deciding, Projects supports Validating, and Case Studies supports Promoting. Communication sits above the five decision-level blocks because it is the channel layer. Business Intelligence sits below them because it is the information layer that informs each decision level. - Marketing: Discovering - Supports the stage where a customer discovers, names, and begins to understand their problem. - Contacts: Considering - Preserves relationship context while people consider whether and how to engage. - Deals: Deciding - Tracks active customer decisions, stages, stakeholders, next steps, and deal context. - Projects: Validating - Organizes delivery work that validates the decision the customer made. - Case Studies: Promoting - Provides evidence of completed work so the customer can promote and validate the decision they made. ### Central Buckets #### Contacts The relationship layer. Contacts are the people, companies, referrers, prospects, clients, partners, and collaborators the business knows. Examples: - contact records - company and relationship details - segments and tags - follow-up reminders - notes and activity history - email and call context #### Deals The decision layer. Deals represent active or potential work where someone is deciding whether to buy, approve, refer, renew, or move forward. Examples: - deals - pipeline stages - services or products under consideration - decision timing - stakeholders - next steps #### Projects The delivery layer. Projects organize the work after a decision is made so promises, tasks, evidence, files, and outcomes stay connected. Examples: - project plans - tasks and responsibilities - timelines - workspace artifacts - meeting notes - delivery history ## Decision Levels ### Discovering: Marketing Support the customer as they discover, name, and understand their problem, while helping the business shape marketing around that problem through market context, website presence, SEO, campaigns, content, and message clarity. ### Considering: Contacts Help the business recognize, organize, understand, and follow up with people and companies who are already in relationship with the business. ### Deciding: Deals Track active customer decisions, proposals, deals, quotes, timing, stakeholders, service fit, and next actions. ### Validating: Projects Support the delivery work that proves the decision was right, keeps commitments clear, and creates evidence of value. ### Promoting: Case Studies Support the customer in promoting and standing behind the decision they made by turning completed work into evidence, stories, references, and market-facing material. ## Supporting Layers ### Business Intelligence Keeps customer records, business context, website evidence, performance data, content knowledge, and analysis close to the work so users and agents can answer with context instead of guessing. ### Communication Supports sending email, calling, tagging, messaging, logging notes, and coordinating follow-up so decisions can be acted on through practical channels. ## Feature Catalog 1. [Contact Management](#1-contact-management) 2. [Networking Features](#2-networking-features) 3. [Deals](#3-deals) 4. [Projects](#4-projects) 5. [Marketing, Campaigns, And Demand Creation](#5-marketing-campaigns-and-demand-creation) 6. [Case Studies And Proof](#6-case-studies-and-proof) 7. [Business Intelligence, Analytics, And SEO](#7-business-intelligence-analytics-and-seo) 8. [Communication Channels](#8-communication-channels) 9. [Integrations And Data Sources](#9-integrations-and-data-sources) 10. [Brand, Library, And Knowledge Assets](#10-brand-library-and-knowledge-assets) 11. [Billing, Payments, And Revenue](#11-billing-payments-and-revenue) 12. [Profiles, Accounts, Agencies, And Administration](#12-profiles-accounts-agencies-and-administration) ### Availability Vocabulary - **Available:** The capability is documented as part of the current product surface or code-backed app experience. - **Available with setup:** The capability exists but requires tenant setup, credentials, domain configuration, connected accounts, or admin activation. - **Limited availability:** The capability may depend on role, plan, tenant type, agency relationship, or configured business context. - **Beta:** The capability is present as an early or explicitly beta-labelled surface and should not be presented as mature in the same way as core workflows. - **Planned:** The capability is intentionally on the product roadmap but is not currently available as live customer functionality. - **Future-prepared or parked:** The capability is represented in planning, registry, or future-prepared code but should not be described as live customer functionality unless current implementation evidence proves it. - **Not supported:** The page does not document SingleFig as providing this capability, or it explicitly says the capability should not be claimed. ### 1. Contact Management Decision level: Considering The contact system is the relationship memory of SingleFig. It helps a business capture people, understand their context, organize them into useful groups, and keep follow-up moving. Primary routes: - /ContactManagement - /ContactManagement/contacts/:contactId - /ContactManagement/import - /ContactManagement/imports - /ContactManagement/activity - /calendar - /my-qr-code Scenario references: - Networking Follow-Up - Forgotten Contact Recovery - Gmail Conversation To CRM Relationship - Contact To Deal - BASE3 Decision Journey Features: - **1.01 CRM Contact and Relationship Management** (Available): **Keep every customer, prospect, partner, and referral relationship organized in one connected workspace.** SingleFig provides a central CRM workspace for managing people and companies connected to the current business. Users can review contact lists, open complete contact records, filter and organize relationships, manage lifecycle status, and carry contact context into follow-up, deals, campaigns, and projects. - How it works: Open Contact Management from the Contacts and Leads area. Choose the Contacts tab for the main list. Use lifecycle filters, search, and table columns to narrow the list. Open a contact row when a specific relationship needs review or action. - **1.02 Contact Ownership and Lifecycle Management** (Available): **Separate active, archived, and still-to-be-reviewed contacts so each relationship receives the right attention.** Contact Management includes views for My Contacts, My Quarantined, All Contacts, All Quarantined, and All Archived. Personal views focus on records owned by the signed-in user, while users with the appropriate access can review lifecycle groups across the business. This keeps routine follow-up separate from contact review, cleanup, restoration, and archiving. - How it works: Start in My Contacts for the signed-in user's active owned contacts. Switch to My Quarantined for owned records that need review. Use All Contacts, All Quarantined, or All Archived for tenant-wide lifecycle review. Open records before approving, restoring, archiving, or cleaning up contact data. - **1.03 CRM Contact Search, Filters, and Custom Columns** (Available): **Find the right people quickly and shape the contact list around the information that matters for the work at hand.** Users can search contacts by known details and narrow the list using lifecycle status, ownership, categories, tags, segments, and other available fields. Manage Columns controls which information appears in the contact table. Supported custom fields brought in through contact imports can also appear as columns and be included in segment or audience CSV exports when populated. - Integrations: CSV - Available - How it works: Use search when part of a name, email, phone number, or company is known. Use lifecycle, ownership, category, tag, or segment context to narrow the list. Open Manage Columns to choose visible table fields. Add safe imported custom fields when they appear in loaded contact data. - **1.04 Add Contacts and Quick Contact Capture** (Available): **Save new relationships while the names, context, and next steps are still fresh.** Contacts can be added manually or captured through mobile-friendly photo and QR workflows. Users can save captured records for later review, while the Chrome CRM Companion can open Add Contact with Gmail sender information already filled in when configured. Photo capture extracts visible text; QR decoding is handled through its own contact-sharing workflow. - Integrations: Chrome CRM Companion - Available with setup; Gmail - Available with setup; QR - Available - How it works: Open Contact Management and choose Add Contact from the contact workspace or contact drawer. Enter contact details manually, start a photo capture, scan a QR/contact-card link, or open a Chrome CRM Companion handoff when sender details are available. Review the filled fields before saving; photo capture may stage extraction separately and QR decoding follows the QR-specific save path. Choose the save path that matches the moment, such as Create Contact, Save and Review Later, or Save and Send Email when email requirements are satisfied. - **1.05 CSV and Excel Contact Import** (Available): **Bring existing contact lists into SingleFig without losing the information your team already relies on.** Contact Import accepts CSV files, Excel XLSX files, and pasted spreadsheet data. Users can name an import, map source fields to SingleFig fields, assign categories and customer decision levels, review cleanup options, and confirm the records before import. Excluded rows can be downloaded for correction, and supported custom spreadsheet columns remain available on the resulting contact records. - Integrations: CSV - Available; XLSX - Available; Pasted data - Available - How it works: Upload a CSV/XLSX file or paste contact data. Name the import and review field mapping. Choose presets, categories, decision levels, and cleanup options. Confirm the import and review excluded rows when needed. Use Contact Management columns and exports to work with safe imported custom fields later. - **1.06 Contact Import History and Error Review** (Available): **See what happened during earlier imports and recover records that need correction instead of letting them disappear from the process.** Past Imports preserves a record of Contact Management imports, including imported totals and excluded-row counts. When available, users can download a temporary CSV containing excluded records, correct the source data, and return to the contact list to review the contacts that were created or updated. - Integrations: CSV - Available - How it works: Open Past Imports from Contact Management. Review import counts and excluded record evidence. Download temporary excluded CSV files when available. Return to the contact list to inspect created or updated contacts. - **1.07 Contact Source and Creation Activity Tracking** (Available): **Understand how each new relationship entered the CRM so its origin and follow-up context are not lost.** The Contact Activity feed records contact-creation events from supported sources, including manual entry, spreadsheet imports, QR contact sharing, and contact-card capture. This source history helps users distinguish how contacts were added and identify the follow-up that may be appropriate. - Integrations: QR - Available - How it works: Open the Contact Activity view. Review recent contact creation events. Use source context to understand why a contact exists and what follow-up may be needed. - **1.08 Complete CRM Contact Profiles and Relationship History** (Available): **See the history and current state of a relationship in one place before deciding what to do next.** Each Contact Detail page brings together identity and company information, relationship status, source details, notes, timeline activity, email history, deals, tasks, and project context. When available, AI overviews, relevant news, engagement ideas, and research provide additional context that users can verify before acting. - Integrations: Connected mailbox - Available with setup; Gmail - Available with setup - How it works: Open a contact from Contact Management or a related workflow. Review identity, status, account, and source context. Use notes, timeline, activity, deals, and project context to understand the relationship. Use available AI and research panels as supporting context, then verify facts before acting. - **1.09 Contact Profile Photos and Photo Capture Review** (Available): **Keep a person’s lasting profile image separate from temporary photos used to capture and verify contact information.** SingleFig treats contact portraits and capture photos as different types of information. A portrait serves as the durable image on a contact profile, while a business-card or other capture photo can be retained temporarily as evidence during contact review and enrichment. Accepted capture photos can be processed for visible text, while QR codes use a separate decoding workflow. - How it works: Open a Contact Detail record and use the Portrait Photo card for the durable profile image. Upload, paste, crop, view, or promote a stored capture photo when the record has photo evidence worth keeping. Use captured contact images as review/enrichment evidence; SingleFig keeps capture evidence separate from the public-facing portrait. Use QR-specific scan/save actions when the image contains a QR contact exchange rather than ordinary visible contact text. - **1.10 Contact Segmentation, Categories, Tags, and Bulk Editing** (Available): **Organize contacts into meaningful groups for more relevant follow-up, outreach, reporting, and campaigns.** Contacts can be organized with categories, color-coded category settings, tags, built-in SingleFig Segments, and custom rule-based segments. Bulk editing applies a shared change to selected records, while owner assignment and company alignment keep responsibility and account relationships clear. Authorized users can also copy a contact into another accessible business account as a separate record. - Integrations: CSV - Available - How it works: Use categories and tags for explicit contact organization. Use fixed segments for built-in contact group logic. Use custom segments when a saved rule-based group is needed. Use bulk editing carefully when multiple selected records need the same update. Use copy-to-account when a contact should exist as a separate record in another accessible tenant. - **1.11 Customer Follow-Up Reminders and Scheduled Check-Ins** (Available): **Give every important relationship a clear next step—and make overdue follow-up difficult to overlook.** Users can schedule a check-in for a contact, record what they plan to discuss, and document the outcome after the conversation. The next scheduled check-in is reflected on the contact record and appears in due, overdue, and this-week views. When configured, an email digest can also surface follow-up that needs attention. - Integrations: Email digest - Available with setup - How it works: Create a check-in for a contact when future follow-up is needed. Use the plan field to record what should be discussed. Complete the check-in with an outcome after the touchpoint happens. Use due, overdue, this-week, and digest surfaces to find follow-up that needs attention. - **1.12 CRM Calendar, Meeting Notes, and Contact Follow-Up** (Available with setup): **Keep meetings connected to the people, conversations, and deals they may move forward.** The Calendar and Meeting Notes workspace combines SingleFig appointments with connected Google Calendar events when configured. Users can review event invitees and meeting context, add recognized participants as contacts in the active Fig, and create related deal context where supported. Zoom meeting creation and transcript-review workflows are available when the necessary integration and permissions are configured. - Integrations: Google Calendar - Available with setup; Zoom - Available with setup - How it works: Open Calendar and Meeting Notes from the Calendar route or utility drawer. Review native SingleFig appointments and connected calendar events. Open an event to review invitees, notes, and meeting context. Add recognized people as contacts in the active Fig when appropriate. Create linked deal context from selected calendar contacts when supported. - **1.13 QR Digital Business Card and Public Contact Profile** (Available): **Make it easy for someone you meet to save your contact information and carry the new connection into SingleFig.** The My QR Code workspace supports a public contact profile, shareable QR code and URL, downloadable vCard, and a QR save bridge for adding the profile to SingleFig. When login or initial setup is required, a pending save can continue afterward so the contact exchange is not lost. - Integrations: QR - Available; vCard - Available - How it works: Open My QR Code to manage the user's contact-card information. Publish or review the public QR profile when sharing is intended. Use the QR public URL or code for contact exchange. Let recipients save the contact through the QR save bridge. Continue pending saves through login or setup when required. ### 2. Networking Features Decision level: Considering and deciding support Networking features are the fast-capture and follow-up layer for real-world relationship work. They help a user meet someone, save or share contact details, see nearby relationship context, create a next step, and keep momentum without leaving the page they are on. Primary routes: - /ContactManagement - /calendar - /opportunity-management - /biz-project-builder - /my-qr-code - /q/:profileId - /q-card/:profileId - /qr-save/:profileId Scenario references: - Networking Follow-Up - Forgotten Contact Recovery - Gmail Conversation To CRM Relationship - Contact To Deal Features: - **2.01 In-App Quick Access Side Panels** (Available): **Handle relationship work without losing your place in the page or task already open.** Global side tabs open slide-out panels from the main SingleFig workspace. They provide quick access to frequently used relationship and productivity tools while keeping the current page visible, reducing the need to move back and forth between separate areas of the app. - How it works: Use the vertical utility tabs at the edge of the app while staying on the current page. Select Calendar, Contacts, Deals, Checklists, or QR/contact-card access when that side workflow is needed. SingleFig opens the selected slide-out panel over the current workspace so the user can review context without changing pages. Close the drawer or follow its full-page link when the work needs the complete routed page. - **2.02 Quick-Access Calendar and Meeting Notes Panel** (Available): **Check upcoming activity and meeting context without stepping away from the work in front of you.** The Calendar side tab opens a right-hand panel containing an embedded calendar and meeting-note list. Users can review calendar information in the panel or choose Full Page to open the complete Calendar and Meeting Notes workspace. - How it works: Select the Calendar side tab from the app shell. Review the embedded calendar and meeting-note list in the right drawer. Open an event or meeting item to inspect the immediate schedule context. Use Full Page when the user needs the complete Calendar and Meeting Notes workspace. - **2.03 Cross-Account Sales Deal Panel** (Limited availability): **Keep active deals across multiple businesses visible from one convenient place.** The Deals side tab shows active deals across accessible business accounts, grouped by business. Each entry can include the deal name, related company or contact, estimated value, email address, and phone number, with navigation to the complete deal record. Availability depends on the user’s account and access permissions. - How it works: Select the Deals side tab from the app shell. Review active deals grouped by the businesses the user can access. Scan deal names, account/contact context, estimated amounts, email, and phone details. Open the full deal record when the deal needs editing, notes, invoices, projects, or campaign follow-up. - **2.04 Cross-Account CRM Contact Panel** (Limited availability): **Find recent and important contacts across the businesses you can access without leaving your current page.** The Contacts side panel provides cross-account access to contact records, grouped by business. Users can switch between My Contacts and All Contacts, preview recently added people, search the full list, keep quarantined records separate, and open an individual contact profile. Access to business-wide records depends on user permissions. - How it works: Select the Contacts side tab from the app shell. Choose My Contacts or All Contacts, then review contacts grouped by accessible business. Search within a business when the preview list does not show the person needed. Open a contact row to move into the full Contact Detail record. - **2.05 Add a CRM Contact from Any Page** (Available): **Save a new person as soon as the relationship begins, without interrupting the work already underway.** The Contacts side panel includes an inline Add Contact option. Users can choose an accessible business and create the contact from the slide-out panel instead of navigating away from the current SingleFig page. - How it works: Open the Contacts side panel and choose the business where the contact should be saved. Select Add Contact inside the drawer. Enter the person or company details in the inline contact form without leaving the current page. Save the record, then use the drawer or full Contact Detail page for review and follow-up. - **2.06 Manual, Photo, and QR Contact Capture** (Available): **Choose the quickest way to preserve a new contact based on how and where you meet.** Quick-create actions in the Contacts side panel support three contact-entry paths: manual entry, QR-code capture, and photo capture. This lets users begin a contact record from typed information, a shared QR contact card, or an image collected during a real-world interaction. - Integrations: QR - Available - How it works: Open the Contacts side panel from the app shell. Choose manual add, QR-code capture mode, or photo capture mode based on the contact source. Review the contact form that opens with the chosen mode and any captured evidence already staged. Save the contact directly or save it for later review when the details still need cleanup. - **2.07 Mobile Photo Contact Capture** (Available): **Turn a photo taken in the moment into the starting point for a contact record.** The photo-capture option uses a mobile-friendly camera or file selector. The selected image is passed into the contact-creation form as initial capture evidence so its visible information can support review and completion of the new record. - How it works: Open the Contacts side panel and choose the photo capture contact action. Select or take a photo with the mobile-friendly camera/file input. SingleFig passes the selected image into the contact creation form as capture evidence. Review the staged form and save the contact or leave it for review if extraction is pending. - **2.08 QR Code Contact Capture for CRM** (Available): **Move a shared SingleFig contact card into your CRM while the connection is still immediate.** QR Capture opens the contact-creation form in a dedicated QR mode. A scanned or shared SingleFig contact card can then be reviewed and saved as a CRM contact rather than requiring the recipient to retype the person’s information. - Integrations: QR - Available - How it works: Open the Contacts side panel and choose the QR capture contact action. Scan or provide the QR/contact-card source in the QR-mode contact form. SingleFig recognizes supported SingleFig QR routes and prepares the profile for CRM saving. Review the contact details and save the profile into the selected business. - **2.09 Public QR Contact Card and vCard Sharing** (Available): **Give people a simple way to view and save your contact information in the format that works for them.** Public QR contact-card pages allow recipients to open a user’s shared contact profile, download a vCard to their phone, or save the profile into SingleFig through the QR save bridge. The public route supports contact exchange without requiring the sender to share information manually each time. - Integrations: QR - Available; vCard - Available - How it works: Open a public QR contact-card route from a shared link or scanned QR code. Review the person’s public contact-card information before saving. Choose Save to Phone to download a vCard, or choose Save to SingleFig to start the QR save bridge. Sign in or finish setup if required; SingleFig resumes the pending save when the user returns. - **2.10 Customizable Digital Business Card and QR Profile** (Available): **Decide what people see when you share your digital contact card and keep the public profile current.** The My QR Code page lets a signed-in user edit contact-card information, choose which fields are visible, add social and professional profile links, preview the public card, download its vCard, and publish the QR profile for sharing. - Integrations: QR - Available; vCard - Available - How it works: Open My QR Code while signed in. Edit the public contact-card fields, visible links, and profile details the user wants to share. Preview the public card and vCard output before publishing. Publish the QR profile, then share the QR code or public URL for contact exchange. - **2.11 Mobile QR Contact Card Drawer** (Available): **Keep your QR contact card ready for the moments when a new introduction happens.** A mobile QR drawer is built into the main SingleFig workspace, making QR and digital contact-card access available across the app. Users can reach the contact-sharing surface without first navigating to the full My QR Code page. - Integrations: QR - Available - How it works: Open the mobile app shell and use the QR/contact-card side tab. Review the compact QR/contact-card drawer without leaving the current page. Open the user’s QR sharing surface or scan/save workflow from the drawer. Return to the current workspace after the networking exchange is complete. - **2.12 In-App Checklist and Task Panel** (Available): **Keep immediate responsibilities visible while working across contacts, campaigns, and other parts of SingleFig.** The Checklist side panel provides quick access to onboarding tasks, campaign milestones, and team to-dos from the side of the app. It keeps short-term work close at hand without requiring users to leave the current page. - How it works: Open the Checklist side panel from the app shell. Review onboarding tasks, campaign milestones, and team to-dos grouped in the side panel. Select a task to see status, category, notes, or related context. Update or open the related work item when the checklist points to a campaign, project, or setup task. - **2.13 Nested Project and Campaign Task Lists** (Available): **Break larger commitments into manageable steps while keeping the detail attached to the work it supports.** Task-list cards used in project and campaign builders support to-dos, nested subtasks, status changes, and notes. These task structures remain connected to the relevant project or campaign workflow rather than existing as an unrelated personal list. - How it works: Open a project or campaign that uses task-list cards. Expand a task list and review parent tasks, subtasks, notes, and status indicators. Click a task checkbox to cycle it through empty, in progress, in review, and done. Add or reorganize subtasks where the project/campaign builder supports task editing. - **2.14 Weekly Personal Task Overview** (Available): **See what needs attention this week and carry unfinished work forward without rebuilding the list.** The Weekly Overview includes personal to-dos with status, category, and notes. Users can update or remove tasks, while unfinished items can carry over so incomplete work remains visible in the next planning period. - How it works: Open the Weekly Overview from the dashboard/workflow that shows personal to-dos. Review personal to-dos by status, category, and notes. Update a to-do status or remove an item when it is no longer needed. Leave unfinished items in place so they can carry forward into the next overview. ### 3. Deals Decision level: Deciding Deals represent active customer decisions. They connect people, products or services, next steps, stage movement, cost, invoices, campaigns, projects, notes, and email history. Primary routes: - /opportunity-management - /opportunity-management/:opportunityId - /opportunity-management/new - /products-services - /sales-dashboard Scenario references: - Contact To Deal - Deal To Project - Invoice And Payment From Customer Workflow - BASE3 Decision Journey Features: - **3.01 Sales Pipeline and Deal Management** (Available): **Keep every active customer decision connected to its value, timing, people, and next step.** The Deal Pipeline workspace organizes potential and active business in one view. Pipeline statistics summarize deal activity, while 30-, 90-, and 365-day outcome windows help users examine decisions and expected results across near- and longer-term periods. - How it works: Open Deals Management from the Deals area. Review the pipeline stats row and choose a 30, 90, or 365 day outcome window. Use the active deal list or board to see pipeline value, converted value, close time, and conversion rate context. Open a deal when the numbers point to a relationship, stage, or next step that needs attention. - **3.02 Sales Pipeline Kanban and Spreadsheet Views** (Available): **Review the same pipeline visually or in detail, depending on the decision you need to make.** Deals can be viewed as a Kanban board for stage-based movement or as a spreadsheet for structured review. Both views support BASE3 stage context, and an unassigned tray keeps deals without a current placement visible for organization. - How it works: Open Deals Management and choose the Kanban or spreadsheet view. Use Kanban to review deals by BASE3 stage, including unassigned items that need placement. Drag a deal between stages when the customer decision level changes. Use the spreadsheet view when sorting and scanning deal fields is faster than moving cards. - **3.03 Sales Next Steps, Owners, and Stakeholder Tracking** (Available): **Make it clear who is involved, what matters most, and what needs to happen next for every deal.** Deal records can show priority, next steps, the primary owner, deal team members, customer stakeholders, products or services under consideration, and expected decision timing. This creates a shared view of both the relationship and the work required to move the decision forward. - How it works: Open a deal from Deals Management. Review Next Steps, Priority, Internal Owner, Deal Team, stakeholders, products/services, and decision timing. Edit the fields that clarify ownership, urgency, customer interest, or follow-up. Let the saved deal context feed pipeline review, outreach planning, linked projects, and linked campaigns. - **3.04 Complete Sales Deal Records** (Available): **Bring the customer decision, discovery work, and financial context together in one deal record.** Each Deal Detail page is organized into Details, Discovery, and Cost & Invoices tabs. The structure separates essential deal information, what has been learned about the customer’s needs, and the costs or billing records associated with the deal. - How it works: Open an existing deal or start a new deal from `/opportunity-management/new`. Use Details for deal description, team, status, notes, links, email history, projects, and linked campaigns. Use Discovery for research/context fields that help understand the account or deal. Use Cost & Invoices for products/services, estimated totals, contract amount, and invoice adjacency. - **3.05 Linked Customer and Account Context for Deals** (Available): **Understand the relationship behind a deal instead of viewing the deal as an isolated sales record.** Deals connect client, contact, and company information with notes, links, ownership details, and related account context. The current BASE3 decision level is derived from recorded stage dates, helping the record reflect how the customer decision has progressed. - How it works: Open the Deal Detail page for the customer decision being reviewed. Check the client contact, linked account, owner, notes, links, and source/status context. Review stage dates because SingleFig derives the current level from the dated journey rows. Use the relationship context to decide whether to follow up, update the stage, create a project, or start a campaign. - **3.06 Deal Costs, Invoices, and Revenue Tracking** (Available): **Keep the financial side of a potential sale close to the customer decision that created it.** Deal records support product and service cost tracking along with links to related invoices. Where billing features are enabled, users can review invoice, revenue, and adjacent payment-status context without separating the financial record from the deal. - How it works: Open the deal and go to Cost & Invoices. Add or review Products & Services, estimated total, and contract amount. Create or review linked invoice context after the deal has been saved and billing is enabled. Use invoice and payment status evidence to connect the deal value to revenue reporting. - **3.07 Deal-to-Project and Campaign Connections** (Available): **Carry customer context from the sales decision into delivery or continued marketing without starting over.** Deals can be linked to related projects and campaigns. These connections preserve the people, need, and decision context as an deal moves into delivery work or requires additional marketing and follow-up activity. - How it works: Open a saved deal and review the Projects and Linked Campaigns areas. Create a project when a deal needs delivery work, or create a campaign when follow-up marketing should start from the deal context. SingleFig carries relevant account/contact/deal context into the created project or campaign draft. Open the linked project or campaign later from the deal so the decision history stays connected. - **3.08 Deal Email and Communication History** (Available): **See the conversations surrounding a deal alongside the deal they are helping move forward.** Deal records can include related email history and communication context. This keeps important exchanges attached to the active customer decision so users can review what has been discussed before planning the next action. - How it works: Open a deal and review the Email History card. SingleFig shows communication context tied to the deal’s client contact where the user has permission to see it. Use the history to understand what has already been said before sending a follow-up. Return to notes or next steps to record the follow-up decision after reviewing email context. - **3.09 Guided Sales Deal Creation** (Available): **Establish the core deal first, then build out discovery, financial, and delivery details from a reliable record.** New deals begin in a dedicated creation mode. After the initial record is saved, users can add discovery information, invoices, notes, links, projects, and campaigns. Save-gated actions prevent dependent information from being attached before the underlying deal exists. - How it works: Open New Deal from Deals Management. Enter the core deal details, client contact, owner, status, products/services, and timing fields. Save the deal before using follow-on actions that require a persisted record. After saving, add discovery notes, invoices, links, projects, campaigns, and other related context. - **3.10 Product and Service Catalog Management** (Available): **Maintain a dependable list of what the business offers so deals can refer to consistent products and services.** The Products and Services catalog supports product groups and individual product or service records. Authorized users can add and edit entries, archive items that are no longer active, restore archived entries, and use controlled, server-audited deletion when permanent removal is appropriate. - How it works: Open Products & Services from the Deals area or from deal cost context. Create or edit product/service groups and individual offerings. Archive or restore offerings when the catalog changes; use server-audited delete controls for permanent removal. Select catalog items from deal cost workflows when a customer is considering specific products or services. - **3.11 Daily Contacts Follow-Up and Follow-Up Priorities** (Available): **Start with a focused view of the deals, relationships, and outreach most likely to need attention.** The Contacts Follow-Up brings together pending deals, contacts owned by the user, scheduled outreach, relevant contact news, and AI-assisted recommendations. It provides a practical starting point for reviewing sales activity and deciding where follow-up effort should go. - How it works: Open the Contacts Follow-Up. Review pending deals, owned contacts, AI recommendations, contact news, and scheduled outreach queues. Use due dates and relationship context to decide which follow-up needs attention first. Open the contact or deal record to add notes, schedule outreach, or update the customer journey state. ### 4. Projects Decision level: Validating Projects organize delivery after a customer decision. They connect tasks, ownership, schedules, templates, shared work, delivery artifacts, and the proof that commitments are being met. Primary routes: - /biz-project-builder - /biz-team-board - /agency/projects Scenario references: - Deal To Project - Project To Case Study - Agency Client Operating System - Invoice And Payment From Customer Workflow - BASE3 Decision Journey Features: - **4.01 Client Project Management Workspace** (Available): **Carry customer commitments into delivery with the work, people, and timelines gathered in one place.** The Projects provides central access to project records and multiple ways to review delivery work. Users can work from Kanban, Gantt, spreadsheet, team, My Projects, Team Projects, and individual project-detail views according to the level of planning or oversight they need. - How it works: Open Projects from the Projects area. Choose My Projects, Team Projects, Kanban, sheet, team, Gantt, or a project detail view based on the work being reviewed. Create or open a project to manage tasks, stage, dates, team, resources, notes, and delivery context. Use Statistics or Project Revenue when the project needs reporting or financial review. - **4.02 Project Task and Status Management** (Available): **Turn each project into visible, manageable work with clear progress from one stage to the next.** Project tasks and statuses can be managed through board-style and schedule-style views. These views help teams organize work by its current state while also understanding when tasks and milestones are expected to happen. - How it works: Open Projects and select a board-style or schedule-style view. Review project stages, task lists, task status, dates, and assigned contacts. Update task status, stage, dates, notes, subtasks, or assignees from the project workspace. Use Gantt or sheet views when schedule/order review is more useful than card review. - **4.03 Reusable Project Templates** (Available): **Begin recurring client work from a dependable structure instead of rebuilding the same delivery plan each time.** Project templates preserve repeatable delivery patterns for future use. Authorized administrators can manage the available templates, allowing teams to create projects with a consistent starting structure while adapting the resulting project to the specific engagement. - How it works: Open Projects and choose a project template when starting repeatable work. Review the copied task lists, project data blocks, and financial blocks before using the project. Edit fields, task lists, and details for the specific project; template structure gives the starting shape. Use Admin-side template management when the reusable template itself needs maintenance. - **4.04 Project Team Assignment and Collaboration Visibility** (Available): **Make responsibility visible by showing who is involved and how each person relates to the project.** Projects support team assignment and shared visibility across the people involved in delivery. Relationship labels distinguish internal participants from external collaborators, helping users understand project roles and access context. - How it works: Open a project and review the Team area or team-related fields. Add contacts to the team, label their relationship, and assign tasks where needed. SingleFig can connect assignees to contacts even before those people have app logins. Adjust project visibility so mine, team, partner, or shared access matches who should see the work. - **4.05 Shared Client Projects and Fig Share Management** (Available): **Collaborate across business boundaries while keeping incoming and outgoing project shares easy to distinguish.** Shared With Us contains Fig Share projects another business has made available to the user. Shared By Us manages projects the current business has shared outward. The separate views clarify whether the business is receiving access to a project or extending access to someone else. - How it works: Open the Fig Share area for shared project work. Use Shared With Us to review projects another tenant shared into the current context. Use Shared By Us to review outbound share records and recipients. Open the shared project with the access level allowed by the share record. - **4.06 Project Files, Meeting Notes, Resources, and Delivery History** (Available): **Preserve the materials and decisions behind the work so the project tells the complete delivery story.** Project workspaces can connect project artifacts, files, meeting notes, resources, history, and other delivery context. Keeping these materials with the project gives team members a common reference for what was decided, created, and completed. - How it works: Open a project detail view. Review workspace artifacts, history, meeting notes, resources, links, notes, and delivery context where those connections exist. Add or update project resources so supporting material stays attached to the work envelope. Use the project history and meeting context to understand what changed before taking the next delivery step. - **4.07 Deal-to-Project Customer Context** (Available): **Keep delivery connected to the customer need and decision that originally created the work.** Projects can retain a link to the related sales deal. This connection carries deal context into delivery and lets users trace project work back to the customer relationship, need, and decision it is intended to fulfill. - How it works: Create a project from a saved deal or open a project that already has a linked deal. Review the linked-deal context on the project. Use the inherited account/contact/deal information to understand why the project exists. Open the linked deal when sales context, contract value, or customer decision history needs review. - **4.08 Multi-Client Agency Project Management** (Limited availability): **Review agency delivery work across clients even when one business account is not currently selected.** The Agency Project View provides agency-aware project management when there is no tenant-specific active business context. Kanban and Gantt tabs let authorized agency users examine shared project work by status or schedule across the client environments available to them. - How it works: Open the agency project route when working from agency context without a tenant-specific active business. Review agency-aware project cards in Kanban or Gantt tabs. Use project stage, schedule, and tenant context to decide which client work needs attention. Open the full project when permitted by the agency/project access boundary. ### 5. Marketing, Campaigns, And Demand Creation Decision level: Discovering Marketing tools help a business get discovered, communicate its value, build campaigns, create assets, and move people toward becoming contacts and deals. Primary routes: - /campaigns - /campaigns/:campaignId - /campaigns/drip/:dripCampaignId - /biz-campaign-builder - /biz-journey-mapping - /web-forms - /biz/surveys - /marketing-image-builder - /content-creator Scenario references: - Project To Case Study - SEO Content Gap To Campaign - Brand Guidelines To Branded Visual - BASE3 Decision Journey Features: - **5.01 Email Campaign Management and Performance Tracking** (Available): **Keep every email campaign visible from initial creation through delivery and results.** The Email Campaign list organizes campaigns by status and displays summary performance information in the table. Users can create campaigns, remove appropriate drafts or records, and open an existing campaign in the editor for further work or review. - How it works: Open Email Campaigns. Use status tabs to review all, single, drip, scheduled, sent, and footer/signature work. Open a campaign row to edit draft content or review sent analytics. Delete only draft campaigns; archive or restore sent email records where the page supports it. - **5.02 Email Campaign Builder, Scheduling, and Analytics** (Available): **Build and review an email campaign in one workspace before choosing when and to whom it should be sent.** The Campaign Editor combines campaign settings, modular content blocks, logo and image uploads, audience selection, and a live preview. Users can schedule or send the completed campaign and return after delivery to review the available campaign analytics. - How it works: Open a campaign from Email Campaigns or create a new single campaign. Enter campaign metadata, choose an audience, and build content blocks with logo/image assets where needed. Preview the campaign before scheduling or sending. Review sent analytics and delivery evidence after the campaign is processed. - **5.03 Automated Drip Email Campaign Builder** (Available with setup): **Create a timed sequence of messages and follow each recipient’s progress through the campaign.** The Drip Campaign Editor is organized into Setup, Build, Drip Audience, and Data areas. It supports sequence creation, audience enrollment, recipient progress, results, autosave, campaign duplication, scheduling, immediate processing, pausing, and cancellation. These controls keep the campaign structure, participants, and outcomes together throughout its lifecycle. - How it works: Open a drip campaign from Email Campaigns. Use Setup, Build, Drip Audience, and Data tabs to define the sequence and recipients. Schedule, process immediately, pause, duplicate, or cancel the drip according to its current status. Review recipient progress and results after messages begin sending. - **5.04 BASE3 Marketing Campaign Planning** (Available): **Plan marketing around the information customers need as they move through a real decision—not around disconnected promotional activities.** The BASE3 Campaign Builder helps users learn and apply the BASE3 model while creating a campaign plan. It supports campaign drafts, communication-channel deliverables, and related campaign or project artifacts so the strategy and the work required to deliver it remain connected. - How it works: Open BASE3 Campaign Builder. Review the About BASE3 tab when the campaign strategy model needs context. Use Build to name the campaign and answer the strategist chat prompts. Review the generated brief, journey map, production plan, channel deliverables, and task lists. - **5.05 Customer Journey Mapping and Visualization** (Available): **See how marketing, sales, delivery, and customer proof connect across the customer’s decision journey.** The Customer Journey Visualizer renders BASE3 journey maps from the platform’s canonical BASE3 reference collections. It provides a consistent visual representation of the decision model rather than relying on separately interpreted or manually recreated journey stages. - How it works: Open Customer Journey Visualizer. Choose or review the BASE3 journey/channel context shown from reference collections. Use the rendered map to see how a customer moves through channels and decision levels. Apply the journey understanding when planning campaigns or content handoffs. - **5.06 CRM Web Form Builder and Lead Capture** (Limited availability): **Collect information through your website and bring each response into the CRM for review and follow-up.** The Web Forms Builder creates tenant-specific SingleFig forms and provides installation code for embedded or pop-up placement. Submitted information is captured for review within the CRM, connecting an external form response to the business’s contact and follow-up processes. - How it works: Open Web Forms. Create or edit a tenant form and choose embedded or pop-up install code. Install the code on the site or share the form route where supported. Review captured CRM submissions before using them as contacts or follow-up evidence. - **5.07 Customer Survey Creation and Distribution** (Available): **Ask structured questions, invite the right audience, and keep survey preparation and response collection together.** The Survey workspace supports question sets, survey drafts, branded invitations, audience selection, test sends, scheduling, and public response links. Users can prepare the survey and its outreach before making it available to respondents. - How it works: Open Surveys. Create a question set or survey draft, then choose branding and an audience. Send a test, schedule the invitation, or prepare a public response link. Review submitted responses and use them as customer evidence. - **5.08 Secure Public Survey Response Links** (Available): **Give each respondent a direct way to complete a survey without exposing the internal SingleFig workspace.** Public survey links use a token-based response path for survey completion. This separates the respondent experience from the signed-in application while connecting submitted answers to the intended SingleFig survey. - How it works: Open or share the public survey response link for a survey. The recipient uses the token-based link to answer the survey without entering the internal app workspace. SingleFig records the response against the survey context. Review completed responses from the Survey workspace. - **5.09 AI Marketing and Content Creation Workspace** (Available): **Begin different kinds of creative and analytical work from a workspace designed around the outcome you need.** Creative Workspace entry points support brainstorming, marketing copy, web-page content, case studies, visual creation, technical writing, and data analysis. Each starting point directs the user toward a more relevant content workflow rather than treating every request as the same kind of AI task. - How it works: Open Creative Workspace. Choose the working mode: brainstorming, marketing copy, web page writing, case studies, create visuals, technical writing, or data analysis. Provide the prompt, brief, or supporting context for the selected content job. Review the generated draft and save or continue the session in the workspace. - **5.10 Branded Marketing Image Builder** (Available): **Create finished marketing graphics that use the business’s visual identity instead of starting from an empty canvas.** The Marketing Image Builder lets users choose an output format, generate or select a background image, and apply saved brand imagery, logos, fonts, and colors. Text overlays can be composed with the visual and the finished asset exported for use outside SingleFig. - How it works: Open Marketing Image Builder. Choose the visual format and select or generate a background image. Apply brand logo, font, color, and text-overlay choices in the composition surface. Export the finished post, slide, or ad visual. - **5.11 Brand-Aligned AI Image Generator** (Available): **Generate original visuals with the business’s established look and direction already informing the creative process.** The AI Image Generator uses saved brand colors, fonts, logo references, and image-direction guidance as context when creating new visuals. This helps generated images begin from the business’s defined identity rather than from an unstructured prompt alone. - How it works: Open an image-generation workflow from Marketing Image Builder or Workspace Create Visuals. Enter the image prompt and confirm brand context such as colors, fonts, logo references, and image direction. SingleFig sends the prompt with saved brand guidance to the image generator. Review the generated visual and save it to the image library or use it in a creative workflow. - **5.12 AI Visual Content and Presentation Creation** (Available with setup): **Develop a wider range of visual assets from one creative workspace while keeping brand context close to the work.** Create Visuals supports brand-aligned images, slide decks, charts, diagrams, visual concepts, and short video artifacts where those output types are enabled. The workspace provides a common entry point for visual deliverables that would otherwise require separate creative workflows. - How it works: Open Workspace Create Visuals. Choose the visual artifact type, such as image, slide deck, chart, diagram, visual concept, or enabled video artifact. Provide the prompt, business context, and brand direction needed for the artifact. Review the generated output and continue editing or saving it in the workspace. - **5.13 AI Content Threads and Draft Library** (Available): **Return to earlier thinking and unfinished content without losing the context that shaped it.** The Threads and Drafts Library preserves content sessions and draft page work for later review. Users can revisit an earlier thread or draft instead of restarting the creative process each time they return to an idea. - How it works: Open Threads and Drafts. Search or browse prior content sessions and draft page work. Open a thread or draft to resume the writing, visual, or analysis workflow. Continue the session or use the draft as source material for the next content step. ### 6. Case Studies And Proof Decision level: Promoting Case studies turn finished work into reusable evidence. They connect project outcomes, website evidence, writing workflows, and material a customer can use to promote and validate the decision they made. Primary routes: - /biz/case-study-lab - /content-creator Scenario references: - Project To Case Study - BASE3 Decision Journey Features: - **6.01 Customer Case Study Library and Website Review** (Available): **Turn completed work into organized proof that can support future customer decisions.** The Case Study Lab provides a dedicated library for case-study records along with a website-scanning surface. It gives users one place to develop, review, and manage stories about completed work and examine how that proof appears in the business’s web presence. - How it works: Open Case Study Lab. Review the standalone case-study library and website-scan context. Start or open a case-study record for completed work that needs proof content. Use the case-study output in promotion, documentation, or content planning after review. - **6.02 AI-Assisted Case Study Writing and Drafts** (Available): **Return to a customer success story over time without losing the details and direction already developed.** Case-study writing is available through the Creative Workspace case-study route. Users can begin a new case study and resume existing work, preserving the developing narrative instead of treating each writing session as a separate draft. - How it works: Open the Creative Workspace case-study route or resume an existing case-study session. Provide the project, completed-work, or customer outcome context for the case study. SingleFig uses the case-study workflow to shape the narrative draft. Review the draft and continue editing or saving the case-study material. - **6.03 Customer Success Story and Proof Development** (Available): **Explain not only what was delivered, but why the work mattered and what changed for the customer.** The case-study structure supports the problem, the approach taken, the resulting outcome, and the evidence that supports the story. The completed narrative can provide reusable source material for customer proof and future promotional content. - How it works: Start from completed project or service evidence. Enter the problem, approach, result, proof, and reuse context that explains the finished work. SingleFig organizes the inputs into a clearer completed-work narrative. Review the resulting proof material before using it in public content or follow-up. - **6.04 BASE3 Promoting-Stage Customer Proof** (Available with setup): **Help customers stand behind a successful decision by turning delivered work into evidence they can share.** Case studies connect completed delivery to the BASE3 Promoting level. This relationship frames proof as part of the customer journey: successful work becomes evidence that validates the customer’s earlier decision and can help future customers evaluate a similar choice. - How it works: Open a case-study or proof workflow after delivery is complete. Connect the story to the BASE3 Promoting level when the result can help validate or promote a decision. SingleFig treats the finished-work evidence as proof, not as an in-progress sales claim. Use the case study in future customer conversations, campaign planning, or website content. - **6.05 Case Study Images and Visual Assets** (Available): **Support customer stories with visuals that belong with the proof rather than feeling added as an afterthought.** Case-study work can use visual support from the image systems available in Creative Workspace and SEO Lab. This alignment lets users develop imagery alongside the written evidence when a case study needs a stronger visual presentation. - How it works: Open case-study content that needs visual support. Use Workspace, SEO Lab handoff, or image-library tools when the case study needs supporting images. Apply saved brand/image context before generating or selecting visuals. Review the combined story and visual support before publishing or exporting. ### 7. Business Intelligence, Analytics, And SEO Decision level: Information layer The intelligence layer gives SingleFig its context. It gathers business, website, search, analytics, customer, brand, and operational evidence so users and agents can reason from data instead of guessing. Primary routes: - /singlefig-analytics - /seo-lab - /data-circuit-board - /gap-analysis - /biz/faq-generator - /biz/ai-cross-check - /biz/competitor-analysis - /top-ten-seo-checks - /biz-kpi-snapshots - /lib-kpi-library Scenario references: - Networking Follow-Up - SEO Content Gap To Campaign - Agency Client Operating System - AI Agent With Business Context - BASE3 Decision Journey Features: - **7.01 First-Party Website Analytics Dashboard** (Available): **See how people use the website through data collected within the SingleFig analytics environment.** The SingleFig Analytics dashboard provides an overview of first-party website activity and guidance for installing the required tracking snippet. Users can review analytics information, identify pages that have not yet been mapped to the right business context, and categorize those pages for more useful reporting. - How it works: Open SingleFig Analytics. Review first-party website analytics, overview cards, unmapped pages, and snippet guidance. Map or inspect pages so analytics records connect to meaningful page context. Use the analytics evidence to decide which pages, campaigns, or follow-ups need attention. - **7.02 Website Visitor, Event, Bot, and AI Crawler Analytics** (Available): **Distinguish meaningful visitor activity from automated traffic so website behavior can be interpreted more accurately.** SingleFig analytics sources can provide website-event and visitor context. Where available, administrative and analytics views classify activity associated with people, bots, and AI crawlers, giving users additional context for understanding who or what is interacting with the site. - How it works: Open SingleFig Analytics or an admin analytics context. Review website events, visitor records, and source classifications where they are available. SingleFig labels traffic context such as human, bot, or AI crawler when the data supports it. Use the event evidence to understand page behavior before making content or campaign decisions. - **7.03 Google Search Console SEO Analytics and Recommendations** (Available): **Turn search-performance data into specific ideas for improving existing pages and creating content the website is missing.** SEO Lab can use connected Google Search Console data to display search-impression trends, recommendations, and missing-page suggestions. It also preserves historical reports and created-page records and can hand selected work into the embedded writer. Google Search Console requires account setup and authorization. - Integrations: Google Search Console - Available with setup - How it works: Open SEO & AI Search Lab. Connect or review Search Console data and the search-impression chart. Run or open an SEO analysis to review recommendations, missing-page suggestions, historical reports, and created pages. Open Writer from a recommendation when the next step is drafting or improving content. - **7.04 SEO Keyword and Content Gap Analysis** (Available): **Compare what the business wants to be found for with what people actually search for and visit.** SingleFig can triangulate target keywords, website visitor activity, and Google Search Console search terms. This analysis helps identify missing subjects, pages that are underperforming, and existing content that may deserve improvement before the business creates another page or campaign. - Integrations: Google Search Console - Available with setup - How it works: Open SEO & AI Search Lab with Search Console, visitor, and keyword context available. Review keywords, actual search terms, landing pages, and visitor behavior together. SingleFig compares demand signals against existing content before recommending new work. Use the triangulated evidence to update underperforming pages or create missing content. - **7.05 Inbound Link Import and SEO Assessment** (Available): **Bring backlink evidence into the SEO review so outside references to the website can inform the analysis.** SEO Lab supports importing and assessing inbound-link information from Google Search Console exports. The imported evidence adds backlink context to the website’s broader search-performance review when the appropriate Search Console data is available. - Integrations: Google Search Console - Available with setup - How it works: Export inbound link rows from Google Search Console. Open the Inbound Links tab in SEO Lab and import the CSV. SingleFig stores the rows and assesses them against recent landing-page search performance. Review links by effectiveness, promise, watch status, or low value. - **7.06 Website SEO Gap Analysis and Recommendations** (Available): **Find the most important weaknesses in the website and move from diagnosis to a practical content response.** SEO Gap Analysis supports website re-analysis, scan diagnostics, stoplight ratings, and grouped recommendations. Users can export the findings or carry selected issues into a content-generation workflow, connecting the identified gap to the work needed to address it. - How it works: Open SEO Gap Analysis. Review the saved website URL and update it before analysis if the active site has changed. Run website re-analysis to refresh diagnostics, stoplight ratings, grouped recommendations, and exportable evidence. Use content-generation handoff when a recommendation is ready for writing. - **7.07 AI FAQ Generator with WordPress Publishing** (Available): **Turn customer questions into organized website answers that support different stages of the decision journey.** The FAQ Generator runs an AI-assisted FAQ workflow and groups the results by customer-journey context. Users can preview the generated FAQs, copy the HTML, or publish through WordPress when the integration has been configured. - Integrations: WordPress - Available with setup - How it works: Open FAQ Generator. Run the FAQ agent for the active business or review the latest generated FAQ set. SingleFig groups FAQ output by journey context and checks source-domain constraints for publish actions. Preview, copy HTML, or publish to WordPress when the connection and source URLs support it. - **7.08 AI Content Quality Review and Fix Workflow** (Available): **Move content concerns from a scattered list of observations into a visible review and correction process.** The AI Content Cross-Check board organizes identified content issues and lets users move them through a fix workflow. It can synchronize with website scans and support development of content strategies based on the issues found. - How it works: Open AI Content Cross-Check. Review content issues from scans or synchronized records. Move each issue through the fix workflow and generate a content strategy when needed. Use the board status to decide which content problems are still open. - **7.09 Competitor Content Gap Analysis — Beta** (Beta): **Examine competitor evidence alongside your own intelligence report to identify subjects or positions worth investigating.** The beta Competitor Analysis surface reads competitor sections contained in the business intelligence report and highlights potential competitive gaps. Because the capability is in beta, its findings should be treated as analytical context rather than a complete or final competitive assessment. - How it works: Open Competitor Analysis while the feature is in beta. Review competitor sections pulled from the current intelligence report. Compare competitor strengths, weaknesses, and gaps against the business context shown on the page. Use the beta findings as review material before making strategy or content changes. - **7.10 Top 10 SEO Checklist** (Limited availability): **Give search-improvement work a focused, repeatable place to begin.** The Top 10 SEO Checklist presents a structured search-optimization workflow using the current business, signed-in user, and application-role context. This keeps the checklist associated with the right working environment and level of access. - How it works: Open Top 10 SEO Checklist. Review the active business, user, and app-role context before running the checklist. Run the checklist job to evaluate selected Gap Analysis fields against the admin-maintained checklist items. Review the saved checklist result and the job evidence shown on the page. - **7.11 AI Data Readiness and Business Intelligence Map** (Limited availability): **See which areas of business information are ready for AI use, where limitations remain, and what should be improved next.** The Data Circuit Board maps tenant data into defined chunks and displays readiness status, intended agent uses, known limitations, and recommended next actions. It also shows readiness at the agent layer, helping users understand the context available to SingleFig’s AI features instead of assuming every data source is equally complete. - How it works: Open Data Circuit Board. Review tenant data chunks, readiness status, agent uses, limitations, and next actions. Use the board to see whether an AI/data workflow has enough source material to run responsibly. Follow the listed next action when a data area is incomplete or not ready. - **7.12 Business KPI Library and Performance Snapshots** (Available): **Give important business measurements consistent definitions before using them to interpret performance.** The KPI Library provides reference definitions and formulas for business metrics, while KPI Snapshots present grouped, read-only KPI context. Together they help users understand what a measure means and review recorded performance without changing the underlying reference structure. - How it works: Open KPI Library or KPI Snapshots. Review grouped KPI cards, definitions, formulas, and available snapshot context. Use the read-only KPI reference to understand what a metric means before using it in reports. Return to the related analytics or operating page when the KPI points to a business question. - **7.13 Business Wiki and AI Content Map** (Available): **Organize business knowledge so both people and permissioned AI tools can find and use the right context.** Business Wiki and Content Map surfaces structure business knowledge in complementary human-facing and AI-facing forms. They help keep operational information understandable to users while making approved context more usable by SingleFig’s intelligence features. - How it works: Open Business Wiki or Content Map. Create or review human-facing knowledge and AI-facing content organization. Use categories, summaries, and map entries to keep important business context findable. Use the organized knowledge as source material for agents, content, or internal reference. ### 8. Communication Channels Decision level: Communication layer Communication is the action layer above the customer journey. SingleFig uses communication tools to move decisions forward through email, calls, meetings, tags, notes, forms, surveys, and reminders. Primary routes: - /biz/link-my-email - /sending-domain - /admin/system-emails - /calendar - /campaigns - /biz/surveys - /web-forms Scenario references: - Networking Follow-Up - Forgotten Contact Recovery - Gmail Conversation To CRM Relationship - Contact To Deal - BASE3 Decision Journey Features: - **8.01 Business Email Account and Signature Setup** (Available with setup): **Connect email communication to the correct business identity, mailbox, and signature.** Email settings are scoped to the individual SingleFig business account. Users can configure Gmail or another supported provider and maintain the email-signature settings used for that tenant’s communication. - Integrations: Gmail - Available with setup - How it works: Open Link My Email. Choose Gmail or another supported provider connection and review email signature settings. Complete the provider/setup prompts required for the tenant email channel. Confirm the connection status before using email workflows that depend on the mailbox. - **8.02 Verified Email Sending Domain Setup** (Available with setup): **Establish a dependable sending identity before business email begins going out through SingleFig.** Sending-domain setup provides the DNS records required for verification, shows current provider status, and associates the approved domain with a sender mailbox. Verified domains can refresh their existing provider status or use a guarded same-domain reconnect when a retired provider account makes the stored registration unusable. Domain changes remain locked behind the administrative unlock path. - How it works: Open Sending Domain. Enter or review the sender mailbox and DNS records for the tenant domain. Verify the domain after DNS records are placed with the domain host. Use Refresh status to recheck the current provider registration, or use Reconnect for the same domain when the old provider registration must be replaced. After reconnecting, install the replacement DNS records and verify the domain again. Use admin unlock support if a verified sending domain needs to be replaced. - **8.03 Campaign, Drip, and Survey Email Delivery** (Available): **Use email as a connected communication channel for campaigns, sequences, invitations, and response collection.** SingleFig supports campaign email delivery, scheduled sends, drip-email sequences, and branded survey invitations. Public response collection connects recipient communication to the survey workflow without requiring respondents to enter the internal application. - How it works: Open Campaigns, Drip Campaigns, or Surveys. Choose recipients, schedule timing, branded invitation content, or public response collection settings. SingleFig queues or processes sends according to the selected campaign/survey workflow. Review delivery, recipient progress, sent analytics, or submitted responses afterward. - **8.04 System Email History and Template Preview** (Available): **Review automated customer messages and their presentation without unintentionally changing the underlying templates.** System Email History records supported application-generated messages, while read-only previews show how system templates are structured. Available examples include the Contact Exchange Hello Email and Contact Follow-Up Digest. - How it works: Open System Emails from Admin Side. Review email history and read-only template previews such as Contact Exchange Hello Email and Contact Follow-Up Digest. Use the preview to confirm what the system sends in those workflows. Review history records when support or operational follow-up needs delivery evidence. - **8.05 Contact Communication and Follow-Up History** (Available): **Keep calls, messages, notes, and outcomes attached to the relationship they belong to.** Contact records bring together email addresses, phone and mobile details, call-planning context, notes, activity, and follow-up outcomes. This gives users a practical communication history to consult before the next interaction. - How it works: Open a Contact Detail record. Review email, phone, mobile, call planning, notes, activity, and follow-up outcomes for the person. Use the communication context to decide the next outreach channel and message. Record notes or check-in outcomes after the touchpoint happens. - **8.06 Calendar, Meetings, and Transcript Review** (Available): **Connect scheduled conversations to the notes and relationship context that make them useful afterward.** Calendar and meeting workflows support SingleFig appointments, connected Google Calendar overlays, Zoom meeting creation, and meeting-note or transcript review when the relevant accounts and permissions are configured. - Integrations: Google Calendar - Available with setup; Zoom - Available with setup - How it works: Open Calendar and Meeting Notes. Review SingleFig appointments, Google Calendar overlays, Zoom meeting options, and meeting-note records where configured. Open a meeting to inspect invitees, notes, transcript status, or related contact context. Save contacts, deals, or meeting notes when the calendar evidence supports it. - **8.07 CRM Coordination, Reminders, and Follow-Up Signals** (Available): **Give teams shared signals for who owns a relationship, how it is grouped, and when attention is due.** Tags, categories, segments, and ownership organize relationship responsibility and context. Check-ins and reminders identify future action, while configured digest emails can bring scheduled follow-up into a regular review routine. - How it works: Open Contact Management or the related contact detail workflow. Assign tags, categories, segments, ownership, check-ins, or reminders to clarify the relationship state. SingleFig uses those coordination signals in lists, follow-up views, and digest workflows where enabled. Review due reminders, check-ins, and digest items to decide the next contact action. - **8.08 QR Contact Exchange and Digital Contact Cards** (Available): **Make exchanging contact details the beginning of a follow-up process rather than the end of an introduction.** Public QR and contact-card workflows let people view, exchange, and save contact information. By connecting the public handoff to SingleFig contact records, the communication system can preserve the relationship beyond the initial meeting. - Integrations: QR - Available - How it works: Open My QR Code or a public QR/contact-card route. Share or scan the contact card to exchange contact information. SingleFig routes phone saves through vCard and app saves through the QR save bridge. Review the saved contact in Contact Management after the exchange is complete. ### 9. Integrations And Data Sources Decision level: Information and communication support Integrations bring outside signals into SingleFig and send SingleFig work back into the channels where customers and teams act. Primary routes: - /integrations - /biz-integrations/:id - /biz/settings - /biz/wordpress-integration - /admin/api-integrations - /admin/api-integration-checklist - /admin/mcp-ai-connection Scenario references: - Gmail Conversation To CRM Relationship - AI Agent With Business Context Features: - **9.01 CRM Integration and Data Source Directory** (Available): **See the outside systems that can contribute data or functionality to SingleFig from one organized directory.** The Data Sources page groups available connection areas by website analytics, search, advertising, social media, email, contacts, appointments, sales, surveys, documents, and tools. It provides a central place to understand the kinds of external information SingleFig can use. - How it works: Open Data Sources. Review integration categories for website analytics, search, ads, social, email, contacts, appointments, sales, surveys, documents, and tools. Open the relevant data-source card to see setup status or connection guidance. Complete setup only for the source that the current workflow actually needs. - **9.02 Configurable Integration Setup Framework** (Available with setup): **Activate supported connections through setup experiences matched to the service being connected.** SingleFig uses a dynamic integration host to load setup components from integration records. Selected integrations also have coded local fallbacks. Each connection still depends on the required account, credentials, configuration, and user permissions. - How it works: Open an integration setup page from Data Sources or an integration route. SingleFig loads the setup component from the integration record or a coded local fallback when one exists. Follow the provider-specific setup fields, connection prompts, or status checks shown on the page. Return to the originating workflow after the integration reports the expected setup state. - **9.03 Chrome Extension and Integration Key Setup** (Available with setup): **Connect browser-assisted workflows to the correct SingleFig environment through a controlled setup area.** The Tools area includes setup for Chrome and integration keys used by supported browser- and extension-assisted workflows. Configuration is required before those external tools can exchange the intended context with SingleFig. - Integrations: Chrome CRM Companion - Available with setup - How it works: Open Tools or the relevant integration setup area. Review Chrome and integration key settings for browser/extension-assisted workflows. Enter or confirm the key/setup values required by the companion workflow. Test the linked browser or extension handoff before treating the setup as ready. - **9.04 Business App and CRM Integration Setup** (Available with setup): **Connect the services your business uses so relevant information and actions can remain closer to customer work.** SingleFig provides setup surfaces for Google Analytics, Google Search Console, Google Calendar, Google Drive, Zoom, WordPress, Mailchimp, HubSpot, Zapier, Acuity Scheduling, and the SingleFig API where configured. The presence of a setup surface does not mean every connection is active for every business; availability depends on current implementation, tenant configuration, credentials, and permissions. - Integrations: Google Analytics - Available with setup; Google Search Console - Available with setup; Google Calendar - Available with setup; Google Drive - Available with setup; Zoom - Available with setup; WordPress - Available with setup; Mailchimp - Available with setup; HubSpot - Available with setup; Zapier - Available with setup; Acuity Scheduling - Available with setup; SingleFig API - Available with setup - How it works: Open Data Sources or the matching provider setup page. Select the provider that needs setup, such as Google Analytics, Search Console, Calendar, Drive, Zoom, WordPress, Mailchimp, HubSpot, Zapier, Acuity, or SingleFig API. Complete the OAuth, credential, callback, or instruction steps shown for that provider. Confirm the provider status before using data or publish actions that depend on it. - **9.05 WordPress Integration and Content Publishing** (Available with setup): **Move approved website content from SingleFig into WordPress through a managed connection.** The WordPress connection page includes setup instructions, credential entry, connection status, update controls, and disconnect behavior. When the integration and content tool support it, users can publish selected content to the connected WordPress site. - Integrations: WordPress - Available with setup - How it works: Open WordPress Connection. Enter the required site and credential details, then review the active connection status. Use update or disconnect controls when credentials or site access change. Use WordPress publish actions from content tools only after the connection is active and source requirements are satisfied. - **9.06 Email Account and Sending Domain Connection** (Available with setup): **Prepare the mailbox and verified domain SingleFig needs to send email for the business.** Link My Email connects a supported email account, while sending-domain setup establishes the authorized domain used for outbound communication. Both require configuration before the related email channels become active. - How it works: Open Link My Email for mailbox setup or Sending Domain for domain verification. Complete the provider connection, sender mailbox, signature, or DNS steps shown on the relevant page. SingleFig uses the completed setup to unlock email channel workflows where required. Confirm the email setup state before scheduling, sending, or testing campaign email. - **9.07 MCP AI Connection and Business Intelligence Access** (Available with setup): **Give approved AI connections structured access to the business knowledge they are permitted to use.** Administrative MCP setup defines readable Business Intelligence Layers, Training Pack Groups, and tenant-facing integration records. This configuration supports permissioned business context for MCP-connected AI tools rather than unrestricted access to tenant data. - Integrations: MCP AI Connection - Available with setup - How it works: Open MCP AI Connection from Admin Side. Review Business Intelligence Layer, Training Pack Group, and tenant-facing integration records. Configure the readable context surfaces that an approved MCP/AI workflow may use. Verify access boundaries before describing an MCP connection as ready for tenant use. - **9.08 Integration Management and API Setup Checklist** (Available with setup): **Keep integration status, setup evidence, and internal review requirements visible to administrators.** The Admin Integration App Manager and API Integration Checklist maintain the integration registry and its setup evidence, current status, and review information. These administrative surfaces support consistent configuration and verification across available connections. - How it works: Open Admin Integration App Manager or API Integration Checklist. Review integration records, setup evidence, status, callback URLs, and checklist progress. Update registry fields or checklist status only through the admin-managed controls. Use the evidence to decide whether an integration is live, beta, coming soon, internal, paused, or deprecated. - **9.09 Third-Party Service Governance Registry** (Available with setup): **Maintain a clear operational record of the outside services the application depends on and who is responsible for them.** The Third Party Services registry records account identifiers, setup owners, application usage, logos and domains, indicators for secrets or configuration, review cadence, and update prompts. It gives administrators a structured inventory for managing external-service dependencies. - How it works: Open Third Party Services from Admin Side. Review account identifiers, setup owners, app usage, logos/domains, secret/config markers, and review cadence. Update the registry when a service, owner, credential marker, or support note changes. Use the update prompt and review cadence to keep external-service evidence current. - **9.10 QuickBooks Integration — Future-Prepared** (Future-prepared or parked): **QuickBooks-related invoice and payment connections are represented in future planning but are not a live customer integration.** SingleFig contains future-prepared or parked QuickBooks concepts around invoice and payment models. This catalog record documents that direction only; QuickBooks should not be described as currently connected unless new implementation evidence changes its availability status. - Integrations: QuickBooks - Future-prepared or parked - How it works: Review the integration catalog before making QuickBooks claims. Treat QuickBooks as future-prepared or parked unless current code, setup records, and blueprint evidence prove otherwise. Use invoice/payment model notes only as planning context. Do not present QuickBooks as a live customer integration until the integration catalog status changes. - **9.11 Canva Integration — Future-Prepared** (Future-prepared or parked): **Deeper Canva connectivity is represented in future planning but should not be presented as currently available.** Canva deep-integration work is parked or future-prepared. Only Canva behavior supported by current application code or an active integration record should be described as live; planned capabilities must remain clearly separated from present functionality. - Integrations: Canva - Future-prepared or parked - How it works: Review the integration catalog before making Canva claims. Treat deep Canva integration as parked or future-prepared unless current implementation evidence proves live behavior. Describe only verified export/open-in-Canva or brand/image behavior that exists today. Do not present a Canva SDK or full Canva workflow as live until the integration catalog status changes. ### 10. Brand, Library, And Knowledge Assets Decision level: Information layer Brand and library tools preserve the business voice, visual identity, references, and reusable knowledge that agents need when creating or answering. Primary routes: - /brand-settings - /brand-voice - /brand-image-library - /biz-wiki - /biz-link-library - /content-map - /lib-base3-core - /lib-kpi-library Scenario references: - SEO Content Gap To Campaign - Brand Guidelines To Branded Visual - AI Agent With Business Context Features: - **10.01 Brand Guidelines and Visual Identity Setup** (Available with setup): **Give people and AI tools a shared visual foundation for creating work that belongs to the same brand.** Brand Guidelines setup uses Colors & Fonts to record logo references, brand colors, typography, image direction, and reusable image-prompt guidance. Once configured, this visual context can support consistent creative work across eligible SingleFig tools. - How it works: Open Colors & Fonts. Upload or review logo references, brand colors, fonts, brand image direction, and image-prompt guidance. Save or autosave the brand settings so creative workflows can reuse the visual context. Use the saved brand guidelines when creating images, campaigns, documents, or other public-facing material. - **10.02 Brand Colors, Fonts, Logos, and Image Direction** (Available): **Keep the practical ingredients of the visual brand together and available for everyday creative work.** The Colors & Fonts page manages logo references, brand colors, fonts, source color swatches, brand-image references, and image-prompt direction. Users can also generate samples to examine how the saved visual guidance may translate into new creative material. - How it works: Open Colors & Fonts. Edit logo references, primary/secondary/accent colors, fonts, color-source swatches, brand image references, and brand image prompts. Use sample generation or preview areas to inspect whether the brand direction feels right. Save the settings so downstream brand-aware tools use the updated context. - **10.03 Brand Voice Guidelines and AI Writing Prompt** (Available): **Preserve how the business should sound so new writing begins with more than a company name and a blank prompt.** The Brand Voice page includes adjustable tone controls, writing guidance, examples, and a reusable AI prompt. It also shows custom-import status and supports refreshing the saved brand voice as the business’s communication style develops. - How it works: Open Brand Voice. Adjust tone levers, writing guidelines, examples, reusable AI prompt, or imported voice material. Refresh or save the brand voice when the written guidance changes. Use the saved voice context in Workspace, campaign, and content workflows. - **10.04 Brand Image and Marketing Asset Library** (Available): **Keep useful visual assets easy to find, describe, reuse, and download.** The Image Library stores generated and uploaded brand-relevant images. Users can edit titles, apply tags, download assets, and remove images that should no longer remain in the library. - How it works: Open Image Library. Browse generated or uploaded brand-relevant images. Edit titles or tags when images need clearer organization. Download, remove, or reuse the image in a visual or content workflow. - **10.05 Brand-Aware AI Image Generation** (Available): **Create new imagery with the business’s existing colors, typography, logos, and visual direction already in context.** SingleFig’s AI image-generation workflow can reuse saved brand colors, fonts, logo references, and image guidance when producing campaign visuals and other image assets. The saved context informs generation but does not replace user review of the finished result. - How it works: Start an AI image workflow from Workspace or Marketing Image Builder. Confirm the prompt and the saved brand colors, fonts, logo references, and image direction being used. SingleFig includes brand context with the image-generation request. Review the generated image and save it to the Image Library when it should be reused. - **10.06 Brand-Aligned Visual Content Creation** (Available): **Carry one recognizable visual identity across different kinds of creative output.** Brand-aware creative context can guide Workspace images, presentation visuals, diagrams, charts, Marketing Image Builder compositions, and short videos where the corresponding artifact tools are enabled. This lets different visual formats draw from the same saved brand foundation. - How it works: Open a brand-aware creative workflow such as Workspace images, presentation visuals, diagrams, charts, Marketing Image Builder, or enabled video artifacts. Provide the content prompt and select the artifact type. SingleFig applies saved brand guidance where the artifact tool supports it. Review the output for brand fit before exporting, saving, or continuing the draft. - **10.07 Business Wiki for People and AI** (Available): **Maintain business knowledge in forms that are useful to employees and permissioned AI systems alike.** A Business Wiki article can present both a human-facing version and an AI-facing version of the same knowledge. Copy actions make it easier to reuse the appropriate form without manually separating the two audiences each time. - How it works: Open Business Wiki. Create or review an article with human-facing and AI-facing versions. Use copy actions to pull the version needed for documentation, agent context, or content drafting. Update the article when business knowledge changes so future outputs use current information. - **10.08 Business Resource Link Library** (Limited availability): **Gather important external references into a searchable collection associated with the right business.** The tenant-scoped Resource Link Library supports adding, searching, filtering, summarizing, and deleting saved links. Availability may depend on the user’s role and business configuration. - How it works: Open Tenant Resource Link Library. Add a tenant-scoped resource link with title, URL, category, and summary context where supported. Search or filter the library when a resource needs to be found again. Delete or update links that are no longer useful. - **10.09 Website and Content Knowledge Map** (Available): **Organize website and content knowledge so important subjects and relationships are easier to understand.** The Content Map provides a structured surface for organizing website and content knowledge where available. It helps make the business’s existing information more visible and usable for related content and intelligence work. - How it works: Open Content Map. Add or review website/content knowledge entries where the feature is available. Organize content by topic, page, purpose, or relationship to other material. Use the map to guide page updates, content planning, or AI-facing context. - **10.10 BASE3 Customer Decision Model Reference** (Available): **Give users a dependable reference for the model that connects customer decisions, information, and communication channels throughout SingleFig.** The BASE3 Core page presents the underlying model and its levels in a reference table. It provides a consistent explanation of the framework used to organize customer-journey, marketing, sales, delivery, and proof activities in the application. - How it works: Open BASE3 Core. Review the model presentation and levels table. Use the reference to understand how Discovery, Considering, Deciding, Validating, and Promoting shape SingleFig workflows. Return to campaigns, contacts, deals, or content planning with the BASE3 vocabulary clarified. - **10.11 Business KPI Definitions and Formula Library** (Available): **Understand how an important measurement is defined before using it to judge performance.** The KPI Library provides reference formulas, definitions, and KPI cards. It gives users a consistent basis for interpreting supported business measurements and the snapshots that use them. - How it works: Open KPI Library. Review KPI cards, definitions, formulas, and grouped reference material. Use the formula/definition before interpreting or explaining a KPI elsewhere. Use related KPI Snapshots or reports when a current business value is needed. ### 11. Billing, Payments, And Revenue Decision level: Deciding and validating support Billing tools connect customer decisions and delivered work to payment status, invoice activity, payment buttons, revenue reporting, and subscription access. Primary routes: - /invoices - /invoices-revenue - /payment-buttons - /subscription-management Scenario references: - Deal To Project - Invoice And Payment From Customer Workflow Features: - **11.01 Customer Invoice Management and Activity** (Limited availability): **Keep invoices, reminders, and related communication connected to the customer work behind the charge.** The Invoice workspace supports invoice creation and lists, invoice activity, communication logs, reminders, and Stripe or revenue-reporting views. Agency sub-account invoice sharing may also be available when the account relationship and configuration support it. Overall availability varies by tenant and access context. - Integrations: Stripe - Available with setup - How it works: Open Invoices. Create or review invoice records, activity, communication logs, reminders, and sharing context where enabled. Use Stripe/revenue-related views only when payment setup and tenant access support them. Review invoice status and communication evidence before following up with a customer. - **11.02 Revenue, Payment, and Future Income Reports** (Available): **Review recorded revenue and expected future income without separating payments from the business activity that produced them.** Revenue & Reports focuses on reporting across Stripe or payment-button revenue and scheduled future revenue. Users can review the available reporting views and produce PDF-based report outputs where supported. - Integrations: Stripe - Available with setup; PDF - Available - How it works: Open Revenue & Reports. Review Stripe/payment-button revenue, scheduled future revenue, and reporting summaries. Use date/report controls to inspect the revenue period or output needed. Export or review PDF/report views when a shareable revenue summary is needed. - **11.03 Website Payment Button Builder and Analytics** (Available): **Create a payment option for a website and see whether people view, click, and complete it.** The Payment Buttons workspace supports button drafts, configuration updates, and copyable embed snippets for placement on an external site. Performance reporting can show views, clicks, completed payments, and associated revenue. - How it works: Open Payment Buttons. Create a button draft or update an existing button’s settings. Copy the embed snippet when the button is ready to place on a website or page. Review views, clicks, payments, and revenue evidence after people interact with the button. - **11.04 Business Subscription and Account Access Management** (Limited availability): **See the subscription state that governs access to SingleFig for the current business.** Subscription Management displays and manages tenant access and subscription status where available. The actions and information shown may depend on the business account, plan, and user permissions. - How it works: Open Subscription Management. Review the tenant subscription/access state shown for the current account. Use the available subscription controls that match the tenant’s access and billing status. Confirm access state before assuming a feature should be available for the tenant. - **11.05 Deal Invoice and Payment Context** (Available): **View financial information alongside the customer decision it belongs to.** When an deal includes cost and invoice data, its detail record can show related invoice and payment context. This keeps billing information connected to the deal rather than requiring users to reconstruct the relationship from separate records. - How it works: Open a saved deal and go to Cost & Invoices. Review products/services, contract amount, linked invoices, and payment context when present. Create invoice context only after the deal is saved and billing permissions support it. Use the deal’s invoice/payment evidence when reviewing revenue or follow-up status. ### 12. Profiles, Accounts, Agencies, And Administration Decision level: Operating support Account, profile, agency, and admin systems keep the platform usable, secure, supportable, and extensible across tenants and teams. Primary routes: - /my-profile - /my-contact-profile - / - /biz-create - /agency-create - /agency/welcome - /agency/sub-accounts - /agency/fig-analytics - /agency/search-console - /biz/user-management - /admin/read-me - /about-this-app - /admin/system-automations - /admin/security-overview Scenario references: - Agency Client Operating System - AI Agent With Business Context Features: - **12.01 User Profile, Preferences, Calendar, and Security Settings** (Available with setup): **Manage the identity, personal connections, and security settings that shape an individual user’s SingleFig experience.** User Profile and Settings includes the profile image, display identity, preferences, Google Calendar connection, multi-factor authentication, email verification, personal news sources, and draft fields for the user’s QR contact card. Connected services require the appropriate setup. - Integrations: Google Calendar - Available with setup; QR - Available - How it works: Open My SingleFig Profile. Update profile image, display identity, preferences, Google Calendar connection, MFA, email verification, personal news sources, or QR contact-card draft fields. Save or complete the setup flow for the field being changed. Review the profile and security/contact-card state before relying on it in other workflows. - **12.02 Personal CRM Contact Profile** (Available): **View the signed-in user’s own contact record through the same relationship experience used for other people in the CRM.** My Contact Portal routes the signed-in user to the Contact Detail experience associated with their own contact record. This keeps personal CRM identity and related contact context within the established contact-profile structure. - How it works: Open My Contact Portal. Review the signed-in user’s linked contact-detail experience. Use the portal to inspect contact identity, relationship context, or accessible profile information. Return to the owning tenant workflow when contact/team data needs an admin or owner update. - **12.03 Multi-Business and Agency Account Selector** (Limited availability): **Move into the correct business workspace before acting on customer, project, or account information.** The Business Picker lets authorized users select from subscriber and agency tenants, clear the active business context, and route into the corresponding workspace. Availability depends on the businesses and agency relationships the user is permitted to access. - How it works: Open the Business Picker from the app shell or startup context. Choose a subscriber or agency tenant, or clear active business context when needed. SingleFig routes the user into the workspace allowed for the selected business context. Switch again when work belongs to a different Fig, agency, or account. - **12.04 Business Account Creation and CRM Onboarding** (Available with setup): **Create a new business workspace with the ownership, setup context, and foundational information it needs.** Business creation and onboarding workflows check subscription readiness and duplicate domains before creating the tenant and establishing owner access. They also record setup-job evidence and collect onboarding answers used to prepare the business environment. Configuration is required before onboarding is complete. - How it works: Start the business creation or onboarding flow. Enter the required business, domain, owner, subscription, and onboarding-question details. SingleFig validates duplicate domains, creates the tenant, grants owner access, and records setup-job evidence where applicable. Continue through onboarding until the new business workspace is ready. - **12.05 Agency CRM and Multi-Client Management** (Limited availability): **Give agencies a working environment for organizing client accounts, projects, analytics, and search visibility.** Agency capabilities include agency creation and welcome flows, sub-account management, agency projects, agency analytics, and an agency-level Google Search Console overview. Access depends on agency status, connected client accounts, configuration, and user permissions. - Integrations: Google Search Console - Available with setup - How it works: Open agency creation, agency welcome, sub-accounts, agency projects, agency analytics, or agency Search Console based on the agency task. Choose the agency or sub-account context being reviewed. Use the agency-aware view to inspect client work, analytics, Search Console, or project status. Open the tenant-specific record when deeper editing requires the client Fig context. - **12.06 CRM User Invitations, Roles, and Access Management** (Limited availability): **Keep participation and responsibility clear as people join, change roles, or leave a business account.** Tenant User Management supports invitations, pending-invite review, invite history, role editing, archived-user review, and repair of linked contact records. The available actions depend on the administrator’s access and the status of the affected user. - How it works: Open User Management for the tenant. Review active users, archived users, pending invites, invite history, roles, and linked-contact status. Invite users, edit roles, repair linked contacts, or review archived-user state where permissions allow. Confirm the user/access change before relying on it in project, contact, or security workflows. - **12.07 SingleFig Product and Administration Guide** (Available): **Give administrators and builders a reliable starting point for understanding how the application is organized.** Admin Read Me and About This App provide internal orientation across feature maps, engineering starting points, administrative tools, BASE3 context, and major operational areas. These reference surfaces help users locate the right part of the system before making changes or investigating behavior. - How it works: Open Admin Read Me or About This App from the admin/reference area. Review feature maps, engineering start points, admin tools, BASE3 context, and operational areas. Use the reference surface to orient before making system or product-memory changes. Follow links to the owning blueprint, page, or admin tool for the actual work. - **12.08 SaaS Security, Access, and System Monitoring** (Limited availability): **Bring the controls and evidence used to protect and monitor SingleFig into structured administrative views.** Administrative security surfaces cover the Security Overview, security-protocol implementation, roles and permissions, user access, system logs, cloud errors, collection storage, function inventory, database schema, and system automations. Availability is limited to appropriate administrative roles and contexts. - How it works: Open the relevant Admin Side security or operations page. Review security overview, protocol implementation, roles/permissions, users/access, logs, cloud errors, storage, functions, schema, or automations. Use the evidence shown on the page to identify missing controls or system issues. Update the owning record, blueprint, or operational checklist before considering the issue closed. - **12.09 Product Feature Register and Engineering Documentation** (Available): **Preserve the reasoning, structure, and release history behind the product so future work does not depend on memory alone.** SingleFig’s product-memory system includes the Feature Register, release and deployment notes, suggestions, future-feature workflow, blueprint audit, page index, page and blueprint templates, component registry, and reference documentation. Together these resources support engineering continuity and provide a traceable foundation for product changes. - How it works: Open the relevant product-memory or engineering-readiness page. Review Feature Register, release/deployment notes, suggestions, future-feature workflow, blueprint audit, page index, page template, blueprint template, component registry, or reference docs. Update the record or blueprint that owns the product-memory change. Run the relevant confidence or verification gate before treating the change as complete. ## External Brand Relationships An external brand appears on this page only when SingleFig has a current, limited, configured, infrastructure, or publicly planned relationship with it. A setup surface or internal registry record is not, by itself, proof of a live integration. - **Google Analytics** (Available with setup; Available with setup): Used for website analytics context after the required tenant connection and credentials are configured. - **Google Search Console** (Available with setup; Available with setup): Used for search terms, search impressions, SEO Lab evidence, and content recommendations after connection. - **Gmail** (Available with setup; Available with setup): Supports email-provider setup and Gmail-assisted contact capture where enabled. - **Google Calendar** (Available with setup; Available with setup): Supports calendar overlays after the user or tenant connects the required account. - **Google Drive** (Available with setup; Available with setup): Document and storage-related setup exists where configured for the tenant. - **Zoom** (Available with setup; Available with setup): Supports meeting creation and transcript-review workflows after required setup. - **WordPress** (Available with setup; Available with setup): Supports configured WordPress connection and publish handoff from supported content tools. - **Mailchimp** (Available with setup; Available with setup): Appears as a documented setup-supported service; tenant status and enabled actions must be verified before use. - **HubSpot** (Available with setup; Available with setup): Appears as a documented setup-supported service; it should not be mentioned merely as a comparison keyword. - **Stripe** (Available with setup; Technology provider): Supports payment, subscription, payment-button, and revenue-reporting contexts where configured. - **Zapier** (Available with setup; Available with setup): Supports integration/API workflow setup where configured. - **Acuity Scheduling** (Available with setup; Available with setup): Appears as a setup-supported scheduling service; tenant connection must be verified. - **LinkedIn** (Capture available; direct integration planned; Capture source and planned integration): SingleFig can use captured LinkedIn profile information and LinkedIn QR codes as contact sources. Direct LinkedIn account/API integration is planned but not currently available. - **QuickBooks** (Future-prepared or parked; Future-prepared or parked): Not a live accounting integration and should not be described as a QuickBooks replacement. - **Canva** (Future-prepared or parked; Future-prepared or parked): Not a live deep Canva integration. SingleFig brand guidelines, AI image generator, and creative tools are documented separately. ## Scenario Seeds These machine-readable scenario records connect product capabilities to common business situations. They are intended for grounded video plans, demo scripts, sales copy, onboarding examples, and training material. They are not finished storyboards. ### Networking Follow-Up ID: networking-follow-up Audience: Consultants, agency owners, founders, and relationship-driven professionals who meet many potential clients or partners. Problem: They meet promising people but struggle to remember who needs follow-up, where the relationship began, and what to say next. Trigger: A user returns from an event, conference, meeting, or informal introduction with new relationship context. Feature sections: - Contact Management - Networking Features - Communication Channels - Business Intelligence, Analytics, And SEO Capabilities: - QR contact exchange - photo/contact capture - contact context - follow-up scheduling - Sales Dashboard attention queues - notes and activity history Transformation: From scattered names and vague memory to intentional relationship follow-up with context. Emotional benefit: The user feels attentive and prepared instead of overwhelmed by loose contacts. Proof to show: - New contact captured - origin/context saved - follow-up surfaced - personalized outreach prepared Limitation: Do not imply fully autonomous outreach; the user should review and send communications unless a specific automation is proven. Suggested CTA: Remember the relationship, not just the name. Use cases: - video-plan - demo-script - sales-copy - onboarding-example ### Forgotten Contact Recovery ID: forgotten-contact-recovery Audience: Small business owners and teams with old prospects, past clients, referrals, or imported contacts that have gone quiet. Problem: Important contacts fall through the cracks because relationship history, timing, and follow-up responsibility are scattered. Trigger: A user wants to know who needs attention today, this week, or after a long pause. Feature sections: - Contact Management - Networking Features - Communication Channels Capabilities: - contact search and filtering - segments and tags - check-in lifecycle - follow-up reminders - contact activity history - scheduled digest consumption Transformation: From a dormant contact list to a prioritized relationship queue. Emotional benefit: The user feels caught up and intentional rather than guilty or behind. Proof to show: - Overdue/this-week follow-up surfaced - relationship notes reviewed - next action selected Limitation: Do not claim SingleFig knows every missing relationship unless the relevant contact data has been imported or captured. Suggested CTA: Find the people who should not be forgotten. Use cases: - video-plan - demo-script - sales-copy - training-example ### Gmail Conversation To CRM Relationship ID: gmail-to-crm-relationship Audience: Business owners and team members whose customer relationships often begin in email. Problem: An email exchange can become business-critical before the sender is saved, categorized, or connected to a deal. Trigger: A user identifies an email sender or thread that should become a managed SingleFig relationship. Feature sections: - Contact Management - Communication Channels - Integrations And Data Sources Capabilities: - Link My Email setup - Gmail sender Add Contact prefill - contact detail history - email context - tags and categories Transformation: From an isolated inbox exchange to a CRM relationship with context and next steps. Emotional benefit: The user feels less dependent on memory and inbox search. Proof to show: - Sender prefilled into contact creation - contact categorized - email context visible - follow-up added Limitation: Do not imply all historical inbox data is automatically imported unless the exact email integration behavior proves it. Suggested CTA: Turn the conversation into a relationship. Use cases: - video-plan - demo-script - sales-copy ### Contact To Deal ID: contact-to-opportunity Audience: Sales teams, consultants, agencies, and service businesses that sell through relationship-based conversations. Problem: A promising relationship can become a potential deal without clear stage, timing, stakeholders, or next action. Trigger: A contact expresses interest, requests a proposal, discusses budget, or shows intent to move forward. Feature sections: - Contact Management - Deals - Communication Channels Capabilities: - linked contact/account context - deal pipeline - BASE3 stage movement - stakeholder and team tracking - next steps - email history Transformation: From a promising conversation to a tracked customer decision. Emotional benefit: The user feels clear about what is being decided and what should happen next. Proof to show: - Deal created from relationship context - stage and next step visible - contact/account linked Limitation: Do not imply the deal is won simply because a deal record exists. Suggested CTA: Track the decision, not just the deal. Use cases: - video-plan - demo-script - sales-copy - onboarding-example ### Deal To Project ID: opportunity-to-project Audience: Service businesses and agencies that need delivery work to stay connected to what was promised during sales. Problem: After a customer says yes, the details that won the work can get separated from project execution. Trigger: A deal is ready to become organized delivery work. Feature sections: - Deals - Projects - Billing, Payments, And Revenue Capabilities: - linked projects - project vault - tasks and responsibilities - templates - timelines - invoice and cost context Transformation: From a won decision to a delivery workspace that preserves context. Emotional benefit: The team feels aligned because sales promises and delivery work stay connected. Proof to show: - Deal linked to project - tasks assigned - timeline or board visible - invoice/cost context adjacent where enabled Limitation: Do not imply every project field or template is automatically generated unless the current workflow proves it. Suggested CTA: Carry the promise into the project. Use cases: - video-plan - demo-script - onboarding-example ### Project To Case Study ID: project-to-case-study Audience: Businesses that need completed work to become proof for the next customer. Problem: Good outcomes often disappear into project history instead of becoming reusable marketing proof. Trigger: A project is completed or has enough results to become a proof story. Feature sections: - Projects - Case Studies And Proof - Marketing, Campaigns, And Demand Creation Capabilities: - project history - case study lab - creative workspace - completed-work narrative - image and content support Transformation: From finished delivery to a reusable story that builds future trust. Emotional benefit: The business feels proud of its work and better prepared to explain value. Proof to show: - Completed work reviewed - problem/approach/result framed - case study drafted Limitation: Do not present private client details publicly unless the business has verified permission and source evidence. Suggested CTA: Turn finished work into proof. Use cases: - video-plan - demo-script - sales-copy - content-brief ### SEO Content Gap To Campaign ID: seo-content-gap-to-campaign Audience: Small businesses and agencies that want marketing decisions grounded in website and search evidence. Problem: Teams know they need content but are unsure which topics, pages, or customer questions matter most because keyword ideas, website visitor behavior, and actual Google Search Console search terms are usually reviewed separately. Trigger: A user reviews website scans, visitor analytics, target keywords, Search Console search terms, SEO gaps, or customer journey questions. Feature sections: - Marketing, Campaigns, And Demand Creation - Business Intelligence, Analytics, And SEO - Brand, Library, And Knowledge Assets Capabilities: - SEO Lab - SEO Gap Analysis - keyword and search-term triangulation - website visitor analytics - missing or underperforming content recommendations - FAQ Generator - Content Map - brand voice - campaign builder Transformation: From uncertain marketing ideas to a content or campaign plan tied to evidence. Emotional benefit: The user feels focused because marketing work has a reason and a source. Proof to show: - SEO gaps reviewed - keywords compared with visitor and Search Console evidence - missing or underperforming page identified - recommendation selected - content or FAQ drafted - campaign direction created Limitation: Do not invent search metrics; metric claims should come from connected analytics, Search Console, or scan evidence. Suggested CTA: Let evidence shape the message. Use cases: - video-plan - demo-script - sales-copy - content-brief ### Agency Client Operating System ID: agency-client-operating-system Audience: Agencies and consultants managing work across multiple client businesses. Problem: Client relationships, projects, analytics, SEO, and team responsibilities can become fragmented across separate tools. Trigger: An agency needs to switch between client contexts or manage sub-account work without losing boundaries. Feature sections: - Profiles, Accounts, Agencies, And Administration - Projects - Business Intelligence, Analytics, And SEO Capabilities: - agency creation - sub-account management - agency projects - agency analytics - agency Search Console overview - tenant-scoped access boundaries Transformation: From scattered client operations to organized tenant-aware agency work. Emotional benefit: The agency feels more in control and less likely to mix client context. Proof to show: - Client business selected - agency project board visible - analytics/search context reviewed - team role boundary shown Limitation: Do not imply unrestricted cross-client access; agency visibility depends on tenant relationships, roles, and permissions. Suggested CTA: Manage many clients without mixing the work. Use cases: - video-plan - demo-script - sales-copy - onboarding-example ### AI Agent With Business Context ID: ai-agent-business-context Audience: Business owners, operators, and technical teams that want AI help grounded in their own business information. Problem: Generic AI advice misses the customer records, brand voice, website evidence, and operational context that matter. Trigger: A user or external system wants AI to answer questions or generate work from SingleFig context. Feature sections: - Business Intelligence, Analytics, And SEO - Brand, Library, And Knowledge Assets - Integrations And Data Sources - Profiles, Accounts, Agencies, And Administration Capabilities: - business intelligence layers - training-pack context - brand voice - business wiki - SingleFig API - MCP AI connection - role-based permissions Transformation: From generic prompts to permissioned answers grounded in business context. Emotional benefit: The user feels that AI understands the business without exposing everything to everyone. Proof to show: - Business context source selected - agent-readable pack or layer shown - brand/business knowledge used - permission boundary noted Limitation: Do not imply AI agents can access private tenant data without the required permissions, configuration, and approved context. Suggested CTA: Give AI the context it is allowed to use. Use cases: - video-plan - demo-script - technical-overview - partner-brief ### Invoice And Payment From Customer Workflow ID: invoice-payment-from-customer-workflow Audience: Small businesses and service providers that want billing context close to sales and delivery work. Problem: Revenue, invoices, payment links, and customer decisions can live apart from the relationship and project work that created them. Trigger: A customer decision, project milestone, or deliverable needs billing or payment follow-through. Feature sections: - Deals - Projects - Billing, Payments, And Revenue Capabilities: - invoice workspace - payment buttons - revenue reports - deal cost and invoice context - Stripe/payment reporting adjacency Transformation: From disconnected billing tasks to payment context that stays near the customer workflow. Emotional benefit: The user feels clearer about revenue follow-through and billing status. Proof to show: - Invoice or payment button created - revenue/reporting context visible - deal or project relationship shown Limitation: Do not describe SingleFig as an accounting ledger or QuickBooks replacement. Suggested CTA: Keep payment close to the work. Use cases: - video-plan - demo-script - sales-copy ### Brand Guidelines To Branded Visual ID: brand-guidelines-to-visual Audience: Small businesses, agencies, and creators that need marketing visuals or short videos to match their brand without rebuilding style direction from scratch each time. Problem: A business may know its colors, logo, tone, and image direction, but those guidelines are often disconnected from the tools used to create campaign images, visual concepts, and short videos. Trigger: A user wants to create a social image, campaign visual, presentation image, concept image, or short video that should feel like the business brand. Feature sections: - Marketing, Campaigns, And Demand Creation - Brand, Library, And Knowledge Assets - Business Intelligence, Analytics, And SEO Capabilities: - brand guidelines setup - logo references - brand colors and fonts - brand image direction - brand voice - image library - AI image generator - Marketing Image Builder - Workspace Create Visuals - short brand-aligned video artifacts where enabled Transformation: From generic visuals to reusable brand-aware creative assets that carry the company colors, voice, style, and visual direction. Emotional benefit: The user feels more consistent and professional without needing to restate the whole brand every time they create something. Proof to show: - Brand colors and logo reference saved - brand voice or image direction reviewed - visual prompt generated from brand context - image or short video artifact created Limitation: Do not claim every visual or video is automatically on-brand without user review; brand setup, source assets, prompt quality, and enabled artifact tools affect the result. Suggested CTA: Create with the brand already in the room. Use cases: - video-plan - demo-script - sales-copy - content-brief ### BASE3 Decision Journey ID: base3-decision-journey Audience: Founders, teams, consultants, and agencies trying to explain how marketing, sales, delivery, and proof fit together. Problem: Business tools often separate the customer journey into disconnected departments and screens. Trigger: A user needs to understand or explain the overall SingleFig model. Feature sections: - Marketing, Campaigns, And Demand Creation - Contact Management - Deals - Projects - Case Studies And Proof - Business Intelligence, Analytics, And SEO - Communication Channels Capabilities: - five decision levels - three central buckets - business intelligence layer - communication layer - marketing and case-study outer blocks Transformation: From separate departments and records to one customer-decision operating model. Emotional benefit: The user feels oriented because every feature has a place in the decision journey. Proof to show: - Marketing, Contacts, Deals, Projects, Case Studies map - Business Intelligence below the workflow - Communication above the workflow Limitation: Do not reduce SingleFig to only CRM, only projects, only marketing, or only AI. Suggested CTA: Support the whole customer decision. Use cases: - video-plan - demo-script - sales-copy - investor-brief ## Limitations And Boundaries - Feature availability can vary by subscription, user role, tenant configuration, agency/sub-account relationship, and connected integration status. - Some admin, security, integration registry, and blueprint references are included to help agents understand product shape, but external readers should treat them as capability-level descriptions rather than access to private operational systems. - The OWASP ASVS v5.0.0 Level 2 score is an internal SingleFig assessment snapshot as of September 1, 2026. It should not be described as an independent audit, certification, or permanent compliance state. - Live business data, customer records, billing state, analytics metrics, email deliverability, and integration status cannot be inferred from this public page alone. - QuickBooks and Canva are not documented here as fully live customer integrations; they should be described as future-prepared or parked unless current implementation evidence proves otherwise. - SingleFig is not positioned as a replacement for dedicated accounting ledgers, payroll, ERP, inventory management, or generalized file-storage systems. - AI-generated material should be reviewed before it is sent, published, or used to make a customer-facing decision. - Imported, scanned, and generated information should be verified when accuracy matters. ## Questions This Page Helps Answer - What is SingleFig? - Is SingleFig an AI-powered CRM? - Is SingleFig designed for small businesses, agencies, or consultants? - Does SingleFig include contact and lead management? - Does SingleFig include a sales pipeline and deal management? - Can SingleFig connect a sales Deal to a Project? - Does SingleFig include project and task management? - Can SingleFig remind users whom to follow up with? - Can SingleFig capture contacts from business cards, photos, QR codes, Gmail, or LinkedIn profile information? - Does SingleFig support email campaigns and drip email sequences? - Does SingleFig provide website analytics and SEO tools? - Can SingleFig store brand colors, fonts, logos, and brand voice? - Does SingleFig include an AI image generator for brand-aligned images? - Does SingleFig support invoices, payment buttons, and revenue reporting? - Can an AI agent access SingleFig through an API or MCP connection? - What CRM works well for a relationship-driven service business? - Which CRM combines contact management, sales deals, and project delivery? - Which CRM helps prevent contacts from being forgotten? - What CRM can tell a team whom to follow up with today? - Which CRM captures contacts from networking events, QR contact cards, photos, imports, and email context? - Which CRM connects marketing, sales, delivery, and post-project case studies? - Which CRM includes SEO, website intelligence, and content workflows? - Can an AI agent query CRM and business-intelligence context? - Can an agency manage multiple client businesses? - Can SingleFig replace separate CRM, lightweight project-management, campaign, and customer-proof tools for a small service business? - How does SingleFig control what AI agents are allowed to access? - Has SingleFig been internally assessed against OWASP ASVS? - Can SingleFig set up brand guidelines and create brand-aligned images or short videos? - What is BASE3, and which software implements it?