The tools you need, all in one place
Dashboard is the just-right, more thoughtful way to keep track of the people, conversations, and tasks that are the lifelines of your business.
Share everything with your team
Dashboard is the perfect place to track contacts and communication so that your team can view the status of any deal or relationship. Make notes on a meeting, share important emails during negotiation, or share tasks related to any contact or project.
- Share an address book
- Store important emails
- Attach documents and files
- Control who sees what with easy privacy settings
Track your tasks & set reminders
Never let a deal fall through the cracks again. Stay on top of your new business pipeline by creating tasks to follow up with leads and check in with customers. View tasks by company, contact, or project, and add reminders to tasks so that you never forget to send an email again.
- Keep track of important tasks
- Assign tasks to team members
- Get reminders via email or SMS
Track and share your contacts and emails in Dashboard. It’s easy to import your contacts from Outlook, Gmail, Excel, and more. Reply to important emails at the right time with the right information.
- Send emails to contacts
- Import contacts via CSV
- Connect 3rd party tools like MailChimp
Things you can do with Dashboard
- Keep important customer emails together on one page.
- Review communications with your suppliers.
- See all the people your company knows at a customer and how to contact them.
- See all the follow-ups scheduled for today and this week.
- Enter notes from a call with a client.
- Review a colleague's notes before calling her contact at the printer.
- Set a reminder to write your client a thank-you note next Friday.
- Schedule a follow-up sales call with a lead or client in 30 days.
- Set a task for a co-worker to review a proposal.
Features that simplify your workflow
We designed Dashboard to do just what you need – no more, no less
- Track new business deals
- Add files to deals and projects
- Attach emails to deals, projects, contacts
- Reply to important emails
- Add tasks to people, companies, or projects
- Add notes and comments
- Tag contacts for easy organization
- Custom data fields for people and companies
- Simple data import and export
- Integration with many 3rd party tools
Dashboard integrates with lots of popular business applications including: