Features
- CRM with dynamic forms and parent child relations
- User dashboards
- Website analytics
- Mass email sending
- API integrations to 3rd party platforms
- Departments, Roles and Responsibilities
- Systems and Integrations Market Place
- Sub accounts
- Multiuser access
- User roles and permissions
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01
Email List Management
Track contacts and prospects with bulk emails. Integrated tagging and reporting.
02
Email Templates
Build and prepare email templates for EDM's, welcome emails, etc.
03
Landing Pages
Host single pages or an entire website/s with direct contact form integration into the CRM.
04
Custom Forms
Build custom forms for capturing data either internally for your team or on your website.
05
Multi account access
Work within other accounts with a single sign-on or invite specialists to work with you. Login to other accounts and assist as a consultant.
06
Lists/Reports
Organise data into static lists or dynamic reports for the masterful management of jobs, projects, and contacts.
07
Operations Manual
Document how you run your business or organisation with integrated manual tied into dynamic task management system.
08
Task Management
Keep on task with core activities like never before, driven by automated process and business intelligence.
09
Charts & Graphs
Fully customisable charts and graphs to transform meaningless numbers into visual gold.
10
Automations
Setup automatic operations based on business events, react to sigu ups, user actions and web site events
11
Data Mappings
Transform data on the fly by converting one data in to new forms and structures
12
Complex relations
Build complex data structures for handling and managing your business information
Featured Client
Working with Dashboard has allowed us to add in and customise features to suit our unique business. Dashboard CRM has been instrumental in assisting our business growth, and it had become the central hub for our workflows. Testimonial
Doug Downer
Franchise Ready
Sydney Australia
+61 412 334 237
[email protected]
If you have questions, contact us now.
Partnership Opportunities
We are actively seeking partnership opportunities to enrich our customers experience. Interested? Connect here.