It’s a Marketing Machine

DashboardCRM is the all-in-one marketing platform designed specifically for local businesses

  • implement your marketing strategy
  • monitor reputation and request reviews
  • develop a plan to attract and capture leads
  • nurture relationships with prospects and clients
  • create email & text automations that save time and engage customers
  • close more sales to grow your business.

Expert collaboration plus state of the art automation tools create all-in-one marketing solution ideally suited to local businesses like yours.

DashboardCRM becomes the engine behind all your marketing efforts including email, social media, sales funnels, appointment booking, customer communication and more!



Essential Customer Relationship Management (CRM) platform with all the foundational features to support your marketing and automate communication with your audience. Plus tutorials and support to build a powerful marketing engine for your business.

Features include:

  • Onboarding Call
  • Unlimited Contacts
  • Two Team Members
  • Social Media Planner
  • Reputation Management
  • Basic Automations
  • Text Marketing*
  • Missed Call Text Back*
  • Website Chat Widget
  • Email Marketing
  • Lead Capture Forms
  • Booking Calendar
  • Unlimited Funnels
  • $10 Complimentary Sending Credits*
  • And more!


Email support with live chat or zoom support when needed.  



Premium CRM with advanced features including robust reporting, sales pipeline and membership websites. Plus group coaching through our weekly mastermind to help you develop and implement your marketing strategy.

Features include:

  • All ESSENTIAL Features
  • Unlimited Contacts
  • Unlimited Team Members (additional set up fees apply)
  • Sales Pipeline
  • Surveys
  • All Reporting
  • Invoicing
  • $20 Complimentary Sending Credits*
  • And more!


Priority email support with live chat or zoom support when needed.

*text, external zaps and email fees are based on volume. All plans include complimentary Sending Credits. $10 Credit equals approximately 600 texts or zaps, or 10,000 emails. Additional Sending Credits may be added at any time to enable higher sending volumes.

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