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CRM Dashboard & Sales Analytics

Most shops run on a notebook by the phone, a whiteboard in the bay, and four apps nobody agrees on. The CRM dashboard puts it in one place: every lead and customer as a single record with their vehicles and service history, a pipeline you can see from first call to booked job, and a daily list of who is owed a follow-up. The numbers sit on the same screen: where the work came from, what each lead cost, and what actually closed.

What's included

  • One customer record with contact details, vehicles, and full service history
  • Pipeline board from first contact through estimate to booked job
  • Today's follow-ups, so nobody has to remember who to chase
  • Lead source tracking and cost per lead by channel
  • Closed revenue attributed back to where it started
  • Fed automatically by the chatbot, phone assistant, and inbox, so nothing is typed twice
  • A monthly report in plain English, not a wall of charts