CRM dashboard
The home screen: what needs doing, and how the pipeline looks.
1:18 walkthrough, recorded on real data.
CRM dashboard
The dashboard is time-scoped (day, week, two weeks, month, custom, all). A KPI strip surfaces overdue tasks and appointments, active automations, the next 24 hours of sends and stale contacts. Below it: follow-up queues, pipeline value, new contacts, open tasks, a deals snapshot, power-dialer stats and a 14-day communication chart. Managers can scope it to one rep.
In this video
- The time tabs and a custom range
- The KPI alert strip
- Follow-up queues and upcoming appointments
- Scoping the dashboard to one rep
The capabilities
Everything below ships in every tier. You own the source, so any of it can be changed.
Forward-looking alerts
Overdue items, queued sends and contacts with no touch in 14 days.
Pipeline value
Open value and a deals snapshot for the window.
Activity charts
Fourteen days of communication and a seven-day calendar timeline.
Per-rep view
Managers filter every widget to one team member.
Watch next
All 31 walkthroughsReports
1:26About thirty prebuilt reports, exportable and schedulable.
Tasks
2:49Tasks and appointments tied to the record, with reminders.
Drag-and-drop pipelines with per-company stages and forecasting.
See it on your own data
Book 20 minutes and we will walk through CRM dashboard live, on your own market and data.
Own the entire acquisition engine — source code and all
One price, no per-seat fees, no monthly rent on your own pipeline. Host it yourself, or let us host it for $199/mo. A 30-day code warranty backs the delivered source.
$2,500
One Time Payment
Own It Forever
- Full source code — web + mobile
- 145M-contact B2B database
- AI agents + automated outreach
- Full CRM + built-in AI Developer