Streamlined

SYSTEMS

StreamlinedOS

Dashboards

Components

Sign In

Become a Member

Streamlined

SYSTEMS

Templates

Backgrounds

Mockups

Fonts

Streamlined

SYSTEMS

Templates

Backgrounds

Mockups

Fonts

Home

Dashboards

CRM Dashboard

Rated 5 out of 5

CRM Dashboard

Elevate your client management with our Streamlined CRM Dashboard, designed to streamline the sales process and enhance relationships. Capture leads, track payments and Lifetime Value (LTV), and organize prospects by stages for targeted follow-ups. Deliver exceptional client experiences through a centralized communication portal that reduces unnecessary meetings. Plus, gather valuable feedback to continuously improve your services. Transform your business and foster lasting client connections with our comprehensive solution

Download Now

Everything You Need to Manage your Sales Process

Automated Sales Pipeline

The days of manual data entry are long gone... Automatically capture your lead's information in the sales pipeline after they book a call with the integrated discovery form.

Download Now

Automated Sales Pipeline

The days of manual data entry are long gone... Automatically capture your lead's information in the sales pipeline after they book a call with the integrated discovery form.

Download Now

Automated Sales Pipeline

The days of manual data entry are long gone... Automatically capture your lead's information in the sales pipeline after they book a call with the integrated discovery form.

Download Now

Organize Your Prospects by Stages

Organize your pipeline by categorizing all of your leads according to the stages they're at throughout the sales process.

Download Now

Organize Your Prospects by Stages

Organize your pipeline by categorizing all of your leads according to the stages they're at throughout the sales process.

Download Now

Organize Your Prospects by Stages

Organize your pipeline by categorizing all of your leads according to the stages they're at throughout the sales process.

Download Now

Deliver Outstanding Client Experiences

Just like walking into a luxury hotel where every amenity is perfectly arranged for your comfort, this portal is designed to pamper your clients at every step. Experience the convenience, the elegance, and the sheer joy of having everything tailored to your clients business.

Implementing a portal for your clients will allow for a-sync communication and eliminate the need for unnecessary meetings and back-and-forth emails given that all communications will happen in one centralized place.

Download Now

Deliver Outstanding Client Experiences

Download Now

Deliver Outstanding Client Experiences

Download Now

Track Client Payments

Efficiently manage and monitor client payments while also tracking client Lifetime Value (LTV).

Download Now

Track Client Payments

Efficiently manage and monitor client payments while also tracking client Lifetime Value (LTV).

Download Now

Track Client Payments

Efficiently manage and monitor client payments while also tracking client Lifetime Value (LTV).

Download Now

Capture Client Feedback

All of your clients will be able to access a form that gives them the option to provide feedback and rate their experience regarding your onboarding process, team members, and the service delivery.

Download Now

Capture Client Feedback

All of your clients will be able to access a form that gives them the option to provide feedback and rate their experience regarding your onboarding process, team members, and the service delivery.

Download Now

Capture Client Feedback

All of your clients will be able to access a form that gives them the option to provide feedback and rate their experience regarding your onboarding process, team members, and the service delivery.

Download Now

Why choose

CRM Dashboard

instead of other systems?

Other Systems

Reactive communication

CRM Dashboard

Multi-platform ecosystem

Tailor-made for agencies

Ongoing support

Intuitive installation guides

Download Now

Rated 5 out of 5

Ready to Streamline your Business?

Enjoy lifetime access & no subscription fees

CRM Dashboard only

$347

One-time payment

Capture inbound leads

Provide an excellent customer experience

Track Client Payments & LTV

Capture Client Feedback

Track Sales KPIs

Track Pipeline Performance

Manage Internal Tasks & Projects

Content Management System

Capture Notes, Strategies, & Resources

Download Now

Best Value

StreamlinedOS

$997

One-time payment

Capture inbound leads

Provide an excellent customer experience

Track Client Payments & LTV

Capture Client Feedback

Track Sales KPIs

Track Pipeline Performance

Manage Internal Tasks & Projects

Content Management System

Capture Notes, Strategies, & Resources

Learn More

FAQs

Find quick solutions and helpful information about

CRM Dashboard

Whether you're curious about how we work, pricing details, or need support, this section covers the most common inquiries to help you get started."