Custom cards
Create cards for any metric or manual input, choose formatting and targets, then reorder the layout.
Custom CRM dashboard
Build a command center around the way your company operates.
Choose performance cards, company diagnostics, pipeline measures, manual inputs, targets, gauges, graphs, colors, and history instead of accepting a fixed dashboard.
A different operational view for every business
Live CRM metrics
Track pipeline value, sales, estimates, jobs, follow-ups, conversations, and conversion performance.
Role-based views
Shape marketing, administration, production, sales, and technician experiences around appropriate permissions.
