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Business dashboards and CRM for small businesses
Dashboards & CRM
Your whole business in one place.
The Overview and CRM dashboards come with the Growth Partnership and with the Custom Website's monthly plan: every lead and client in one place, and the state of the business at a glance. Add Analytics, Finance, an AI Assistant or Scheduling when you need them.
What's included
- Overview: the state of the business at a glance
- CRM: every lead and client in one place
- Analytics: Google Analytics, Meta and your social media, connected
- Finance: quote generation, money in and out
- AI Assistant: answers drawn from all your centralized data
- Scheduling: every calendar synced into one
What it costs
Add a dashboard
$50 a month each. Overview and CRM come with every monthly plan.
- AnalyticsGoogle Analytics, Meta and your other social accounts, connected in one view.
- FinanceQuote generation, and the money coming in and going out.
- AI AssistantReads all your centralized data and gives you clear answers about your business.
- SchedulingEvery calendar you use, synced into one.
The Overview and CRM dashboards also come with the Growth Partnership, at $300 a month.
Ready when you are.
Answer a few quick questions and pick a time that suits you. We'll come to the call with ideas for your business.
No obligation. Takes about a minute.