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.