Custom CRM · Interactive example
CRM dashboard
Switch the view between owner, sales, operations and finance. Approve the three items waiting for you, then retry the failed sync.
- Overview
- Pipeline
- Accounts
- Jobs
- Invoices
- Automations
- Data health
- Settings
Ask: which accounts have we not contacted in 30 days?
Fictional dataOverview
Sales, jobs and invoices in one place · October 2026
- Open pipeline$412,60038 deals
- Won in October$96,4007 deals · 21 days to close on average
- Jobs this week643 not assigned yet
- Overdue invoices$18,2505 invoices
- My open deals14$168,900 in pipeline
- Follow-ups due today62 drafted for you
- Proposals out5$74,300 · 1 opened today
- Won in October3$41,200
- Jobs this week643 not assigned yet
- Late jobs2Both at Calder Office Park
- Crews booked86%9 crews this week
- Contracts starting4In the next 30 days
- Invoiced in October$128,70041 invoices
- Overdue$18,2505 invoices · oldest 21 days
- Paid this week$36,900Matched from Stripe and bank
- Renewals in 60 days$212,0009 contracts
Pipeline by stage
38 open deals · $412,600- Lead$96,000 · 12 deals
- Qualified$88,500 · 9 deals
- Site visit$71,400 · 7 deals
- Proposal$94,300 · 6 deals
- Negotiation$62,400 · 4 deals
Stages move from email and calendar activity. Nobody updates them by hand.
Data health
Checked every night94% of records complete
- 4 possible duplicate contactsReview
- 11 contacts without a roleFill in
- 6 email addresses bouncingCheck
Waiting for your approval
3 waiting- Email draft Follow-up to Rowan Medical Group Written from Tuesday’s call notes. Confirms the quote for three clinics and proposes a start date. Approved · sent from Maya’s inbox
- Discount 12% off the Calder Office Park renewal Above the 10% limit, so an owner approves it before the quote goes out. Approved · quote updated
- Duplicate Merge Jay Patel and J. Patel Same phone number and email domain at Harbor Point Lofts. History from both records is kept. Merged · history kept
All caught up. Drafts, discounts and merges waited for a person. Nothing went out on its own.
Plan your CRMAgents draft and suggest. Nothing is sent, discounted or deleted until a person approves it.
Accounts that need attention
| Account | Signal | Last contact | Next step |
|---|---|---|---|
| Rowan Medical GroupMaya Ortiz | Quote opened 4 times | Yesterday | Follow-up drafted |
| Calder Office ParkTom Hale | 2 late jobs this month | 3 days ago | Call before renewal |
| Stillwater SchoolsPriya Nair | No contact for 34 days | 19 Sep | Book a check-in |
| Harbor Point LoftsFinance | Invoice 21 days overdue | 9 days ago | Send reminder |
Connected systems
- Gmail and Google Calendar Synced 2 min ago
- QuickBooks Online Synced 14 min ago
- Stripe Synced 1 h ago
- Website form 3 new leads today
- Field app 1 job failed to sync
A fictional company and data, not a client’s system. Changes reset when you reload or reset the demo.
What this could become for you
One system for sales, jobs and invoices, built around how your team works.
Email and calendar activity logged automatically, data checked every night, drafts that wait for a person’s approval, and links to your accounting, payments and field tools. It runs in your own cloud account, with no per-seat licences.
Explore custom CRM development →A first version from $10,000.
- 01Map one workflow
Pick the pipeline, jobs or billing flow that hurts most and agree the systems it touches.
- 02Build and review
Review working screens every week, with your real stages, roles and approval rules.
- 03Move your data and launch
Import contacts and history, connect your tools and hand over the code and infrastructure.
Bring your sales and operations into one system.
Which sales, operations or finance workflow needs attention? Tell us where the records live and who needs to use them.