Friday, 4 September 2026

Good evening, Alexander.

Projects, field missions, decisions, clients, people and money in one place.

Priority queue

Needs attention

Operations pulse

Today’s focus

Live
04
SEPTEMBERFRIDAY

Portfolio health

Active projects

ProjectOwnerHealthDeadlineProgress

Single front door

Request centre

Capture every enquiry once, qualify it, prepare the right offer and convert accepted work into delivery.

↳
Client contacted CAGE?

Email, WhatsApp, call, referral or website enquiry always starts as a New request.

◇
CAGE found a possible client?

A proactive lead with no incoming request starts as a CRM opportunity.

1IntakeCapture request ›2QualifyGo / no-go ›3Scope & costTechnical plan ›4ApproveInternal gate ›5SubmitOffer or application ›6ContractFormal acceptance ›7ProjectDeliver and close

Portfolio

Projects

Every project has one lead, a deadline and an automatically calculated progress score.

Learning delivery

CAGE Training Academy

Manage RPL students, refresher pilots, STEM learners and any other course from enrolment to completion.

Correct starting pointA new email, call or walk-in starts in Request Centre. Once accepted, open or create the training cohort here and enrol the learners.
1 · Enquiry→2 · Enrol→3 · Documents & fees→4 · Deliver training→5 · Assess→6 · Certify & follow up

Current delivery

Active cohorts

Learner journey

Students and participants

Drag learners between stages · Use the dropdown on mobile

Reusable catalogue

Courses CAGE can offer

Create any future course without changing the system

Execution

Work board

Type directly on cards, add work in one step and create any headings your team needs.

Growth

CRM & opportunities

Qualified requests appear here automatically. Add an opportunity directly only when CAGE is proactively pursuing a lead.

Client email? Use New request

Sales pipeline

Opportunities by stage

Drag cards between stages · Click text to edit

Relationships

Organisations & next actions

OrganisationRelationshipOwnerLast activityNext action

Schedule

Team calendar

Meetings, field missions, training and task deadlines on one shared schedule.

September 2026

MeetingFieldDeadline

Field operations

Mission control

Prepare, clear and track every field deployment from client brief to data handover.

Fleet & inventory

Equipment

Know what is available, assigned or due for attention before planning a mission.

Safety & governance

Compliance

Keep licences, registrations, insurance, permits and safety reviews current.

↻Automatic renewal remindersSurface licence, permit, insurance and safety reviews before they expire.

Register

Compliance obligations

Expiry alerts are calculated automatically
RequirementOwnerRenewalDocumentStatus

Company communication

Work chat

One continuous conversation from first request or opportunity through submission, delivery and closure.

Press Enter to send · Shift + Enter for a new line
◎Use Work chat for CAGE workRequests, decisions, files, approvals and handovers stay searchable and linked to the work. WhatsApp is not the official work record.

Money

Finance

Issue invoices, record expenses and see project profitability without leaving operations.

↻Automatic payment follow-upPrepare reminder messages for overdue invoices without checking another system.

Sales documents

Quotes

Create, approve and send in one flow
QuoteClientValid untilAmountStatus

Accounts receivable

Invoices

InvoiceClientDueAmountStatus

Cashbook

Recent expenses

Recorded against CAGE projects

Decisions

Approval inbox

Approve money, leave, missions and submissions from one short queue.

Growth control

Tenders, grants & contracts

Track requirements, review gates, signatures and delivery obligations without separate spreadsheets.

AI

Daily discovery

Opportunity monitor

Checks selected funding and procurement sources, scores each result against CAGE capabilities and alerts the team to strong matches.

Sources monitored
Recommended for CAGEReview before applying
Daily monitored matches

People

Vacation tracker

See who is available, request time off and approve leave without separate spreadsheets.

September availability

Team leave calendar

Approved Pending

Approvals

Leave requests

Team memberDatesTypeHandoverStatus

Reference

Knowledge centre

SOPs, templates, technical guides and lessons learned—searchable and linked to CAGE work.

People & access

Team workload and accounts

See assignments, verified login emails and access levels in one place.

Alexander and Ndapile are administrators

User accounts

Assignments by person

Active Overdue

Shared access

Company account

Not available for task ownership or leave

People lifecycle

Recruitment and employee records

Manage vacancies, applications, interviews and secure employee documents from one place.

Open careers page

Workforce

My employee record

Interview calendar

Upcoming interviews

Vacancies

Open roles

Applications: /careers.html

Candidate pipeline

Applications

Administrator only

User accounts and roles

Invite staff, change access roles and deactivate accounts without changing the database manually.

Access control

CAGE accounts

Changes take effect immediately

Role guide

What each role is for

AdministratorAccounts, roles and all company functions
ManagerOperational decisions and HR oversight
HRRecruitment and employee records
FinanceFinance workflows and reporting
MemberNormal project and operational work
ViewerRead-only access
SharedCompany mailbox; not assignable

Completion evidence

Documents & deliverables

Signed contracts, reports and client deliverables stay connected to the work.

Management report

Weekly operations brief

A clean summary generated from current project and task records.