02 / Systems
CUSTOM CRM & DASHBOARD.
A private backend made for one business — yours. Not a generic tool you rent every month.
What it is
A private system shaped for your business — to organize the leads, automate the day-to-day communication, and give you a single screen for what's happening across the operation.
What's included
EVERYTHING IN
THE BOX.
- 01Lead capture from every website form
- 02Automatic email confirmations to clients
- 03Internal notifications to your team
- 04Dashboard with status: contacted / pending / closed
- 05Data organized by date, service, and source
- 06Automated communication flows
INSIDE.
Inbox · pipeline · automations
WHERE EVERYTHING LANDS.
Today · 7 new
filterLive lead inbox
Every form lands here
Active deals
47
+12%
MRR
$28.4k
+8.2%
Close rate
34%
+3%
Revenue · 30d
Pipeline at a glance
Active deals, status, value
When · form submitted
Save to CRM
Tag · source · service
Confirm to client
Auto email · branded
Notify the team
Slack + email
Reminder if no reply
After 24h
Automations behind it
Confirm · notify · follow up
How it runs
A new lead submits a form on your website. They get an automatic confirmation in their inbox. You and your team get notified. The lead appears in your dashboard — tagged by service, source and date. You mark them as contacted. Nothing slips, nothing lives in someone's head.
Who it's for
Owners and teams who feel they're losing leads or running everything from spreadsheets, notes and inboxes — and want one clear screen to see what's actually happening.
Note: this service is offered as part of a Full Digital Ecosystem project, or as an add-on for existing helm. clients.