AXO Plan

AXO Plan puts your team's entire workflow in your pocket. Built as the mobile
companion to the AXO business platform, it keeps your dashboard, clients,
tasks, and sales pipeline in sync in real time — so changes made on your
phone appear instantly on desktop, and vice versa.

DASHBOARD
See a live pulse of everything in progress. Filter by project or year and
scroll through active clients to instantly see where each one stands.

CLIENT PROFILES & CRM
Everything you need to know about a client, organized in one place —
contact details, notes, and linked projects. Tap into a client to manage
their portfolio without leaving the app.

TASK MANAGEMENT
An in-progress bar highlights what your team is actively working on. Filter
by team or teammate to check personal workload or see what anyone on your
team has on their plate. Create tasks, assign them, update statuses, and
change deadlines right from your phone — changes sync instantly.

SALES FUNNEL
Toggle between a performance dashboard and a detailed leads list. Track
prospects, active leads, proposals, and deals won, with automatic stats per
closer. Color-coded badges show exactly where each lead stands, and the app
only suggests eligible closers or client advisors when you assign a lead.

SECURE BY DESIGN
Sign in securely and stay signed in safely on your device. Optional
Face ID / fingerprint unlock keeps your account protected. The app is built
to handle connection issues gracefully so your data stays accurate.

AXO Plan is built for teams already using the AXO business platform who
want full CRM, task, and sales visibility without being at a desk.