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Automations / CRM & Pipeline
CRM & Pipeline

See every lead and what's next.

One simple view of every lead and what happens next, with automatic follow-ups and reminders.

See It In Action →

Free demo · No obligation · Set up for you

Included from Starter · $97/mo →
Dash pointing at a sales pipeline

New

12

Contacted

8

Booked

5

Won

3

How it works.

  1. 1

    A new lead comes in from any source.

  2. 2

    Dash adds them to your pipeline and starts follow-ups.

  3. 3

    They book on your calendar and get reminders.

What you get

  • ✓Drag-and-drop sales pipeline
  • ✓Automatic follow-up texts & emails
  • ✓Calendar booking & reminders

A good fit if…

  • →Your leads live in notebooks, spreadsheets or your phone
  • →Follow-ups get forgotten when you're busy
  • →Customers miss appointments

Works even better with

See CRM & Pipeline working for your business.

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