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Custom Dashboards & CRM Development

Too many logins. Too many spreadsheets. Bring your marketing performance, customer pipeline and revenue into one clear view built around the decisions you actually make.

One view of the business—not another disconnected tool

Owners need to see what is happening from ad spend to booked work, without manually assembling reports. We design executive dashboards, custom CRMs, client portals and internal tools around your operating process. Each metric gets an agreed definition, source and refresh schedule so the numbers mean something.

What's included

  • Executive and owner dashboards combining ads, calls, leads, Google Business Profile, SEO and revenue
  • Custom CRMs with pipelines, ownership, task tracking and searchable customer records
  • Client portals with appropriate access boundaries for reports and project updates
  • Internal tools tailored to your team’s approvals, operations and handoffs
  • Google Ads, Meta, GA4, Search Console and Google Business Profile integrations
  • Connections to GoHighLevel, QuickBooks and Stripe where platform access allows
  • Data syncing, deduplication and reconciliation across approved sources
  • Alerts for pipeline changes, spend anomalies and failed data syncs

Our process

01

Define the decisions

Agree on who uses the tool, what they need to decide and which metrics and permissions matter.

02

Connect the sources

Review platform access, map fields and define refresh schedules and data ownership.

03

Build and reconcile

Develop the dashboard or CRM, verify totals against source systems and test access boundaries.

04

Train and maintain

Walk your team through the workflows and establish monitoring, documentation and ongoing support.

FAQ

Your questions, answered.

Which data can a dashboard show?+

It can combine approved data from ads, calls, leads, Google Business Profile, SEO and revenue sources. We confirm the available fields and permissions before setting the scope.

Do you build custom CRMs and client portals?+

Yes. We scope pipelines, customer records, reporting and portal access around your workflows, rather than forcing every team into the same template.

Can you connect Google, Meta and accounting tools?+

We can scope integrations with Google Ads, Meta, GA4, Search Console, GBP, GoHighLevel, QuickBooks and Stripe. Each connection depends on account permissions, available APIs and platform terms.

Is dashboard data real-time?+

Refresh frequency depends on each source. We display the update schedule and account for reporting delays instead of labeling delayed platform data as real-time.

How do you handle access and sensitive information?+

We agree on user roles and minimum necessary access, protect credentials and test separation between users and clients. Security requirements are part of the project scope.

What does a custom dashboard or CRM cost?+

Pricing is custom to the data sources, workflows, users and ongoing support. We start with the highest-value decisions and identify subscription or integration costs in the proposal.

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