It all lands in one place — mobile first and custom CRMs.
The team dashboard is the command center for your entire operation — every lead, call, text, and booked job in one mobile app. We set it up, wire it to Sarah and your ads, and automate the follow-up, so you can run the whole business from your pocket.
Most businesses lose money not because they can’t get leads, but because leads get scattered across a personal phone, a Facebook page, voicemail, and a notebook in the truck. The team dashboard pulls all of it into one place and follows up automatically — turning the leads you already have into booked, paid jobs.
Calls Sarah books, replies to your Meta ads, website chatbot conversations, and texts all land in a single inbox. No more juggling a personal cell, a Facebook page, email, and sticky notes.
See every job from new lead to scheduled to paid on a simple board you can run from anywhere — the office, the road, or the couch. Drag a job forward and everyone stays in sync.
Automated texts and emails fire the instant a lead comes in and keep nudging until they book — so the leads you paid for never slip through the cracks.
When Sarah or a customer books, it hits your calendar and lights up your phone in real time. Reschedules and reminders are handled automatically.
From a phone call Sarah answers, a Meta ad, your website chatbot, or a text — every new lead is captured and dropped into the team dashboard automatically, with the source tagged.
Contact details, the conversation history, and where they are in your pipeline are all on one screen. Nothing to type up, nothing to lose.
Speed-to-lead text-backs and reminder sequences go out on their own, so every lead gets a fast, professional response even when you're on a job.
The appointment lands on your calendar, the customer gets a confirmation, and the job moves down your pipeline until it's marked paid.
Texts, calls, Facebook & Instagram DMs, and emails in one thread per customer.
Any call you can't grab is answered instantly with an automatic text, so the lead doesn't call a competitor.
Online booking, automated reminders, and reschedule links cut no-shows.
Know exactly how many leads, booked jobs, and closed deals you have this week.
Request Google reviews automatically after a job to build your local reputation.
The whole system in one app on your phone — manage everything from anywhere.
The team dashboard is the all-in-one mobile CRM we set up and manage for you. It centralizes every lead, conversation, calendar, and follow-up sequence into one app so nothing falls through the cracks.
Yes. Sarah's booked calls, your Meta ad leads, and your website chatbot conversations all flow straight into the team dashboard automatically — fully connected, no manual entry.
No. We build the pipelines, automations, and calendar for you. You just answer the messages and watch the jobs roll in from one simple app.
Yes. Your team can share the inbox, see the pipeline, and get assigned appointments — everyone works from the same source of truth.
