CRM Dashboard
Stop Losing Leads in a Spreadsheet
A simple lead tracking pipeline built for small service businesses
If you're tracking leads in Excel, post-its, or just your memory, you're losing business. A custom CRM dashboard gives your team a clear view of every lead, where they are in the pipeline, and who needs to be followed up with today.
Lead pipelineFollow-up remindersQuote trackingCustomer historyStatus updatesTeam visibility
What Your CRM Dashboard Includes
Visual lead pipeline — drag and drop through stages
Follow-up reminders — never forget to call a lead back
Quote tracking — know which quotes are pending, accepted, or lost
Full customer history — every interaction in one place
Team visibility — managers see all leads, reps see their own
Notes and attachments on each lead
Simple reporting — conversion rates, pipeline value, activity
Lead source tracking — know which marketing is working
How We Build Your CRM
1
Sales process mapping
We document your sales stages, follow-up cadence, and what information you capture for each lead.
2
Dashboard build
We build your pipeline, lead forms, and reporting views. Typically 1–2 weeks.
3
Data migration
If you have leads in a spreadsheet, we import them. Your team hits the ground running on day one.
Frequently Asked Questions
Is this for any industry?
Yes. CRM dashboards work for any service business that deals with leads or repeat customers — contractors, cleaning companies, med spas, consultants, and more.
Can it send automatic follow-up reminders?
Yes. The system can send you (or your team) email reminders when a lead hasn't been contacted in X days, or when a follow-up is due.
Does it replace something like HubSpot or Salesforce?
For small businesses, yes — and it's much simpler. We build exactly the features you need without the complexity and monthly cost of enterprise tools.
Can customers submit quote requests through the system?
Yes. We can add a public quote request form that drops leads directly into your pipeline.
How much does a CRM dashboard cost?
Simple pipelines start from $1,900. Full CRMs with quote tracking, customer portals, and reporting are typically $3,500–$7,000.
Ready to Get Your Leads Organized?
Tell Jordan how you currently track leads and clients. We'll build a system that keeps everything in one place.