What each menu is for

• Today: what needs you now, and how the week looks.
• Inbox: Follow-ups (everyone waiting on you) and Instagram (your DMs, sorted).
• People: everyone once, your leads, your clients or contacts, partners, lists, imports and clean-up tools.
• Pipeline: deals and jobs by stage, with what's due and who's going cold.
• Projects (Events for events): the work itself, with tasks, budgets, files and money.
• Calendar: your schedule, synced with Google or iPhone.
• Money: invoices and quotes, contracts, receipts and expenses.
• Grow: email blasts, texts, ad audiences, your Google profile, review requests and your website.
• Reports: numbers for leads, clients and your website.

Settings (the gear) has your brand, tools, connections, team and billing. On a phone, the bar at the bottom has Today, Inbox, People and Calendar; More opens the rest.