Custom CRM dashboards for small businesses
A custom CRM dashboard puts every job, customer and number in one live view. FYNRA builds it on your real data, with the CRM, reports and follow-ups your team actually uses, and it works on phone and desktop. It runs on accounts you own.
Read film description: Custom dashboard and CRM
Tiles assemble into a dashboard for the fictional Larkfield Auto Studio. It brings jobs, customers, follow-ups and revenue into one view. A lead moves into Booked, a customer profile opens and a revenue chart draws in. The film ends with the FYNRA mark.
The screens illustrate a custom CRM workflow. All customer details and figures shown are sample data, not measured client results.
See it working
A custom dashboard built on your real data, with the CRM, reports and follow-ups your team actually uses.
An illustrative demonstration with sample data, not a client result.
What a custom dashboard does
It replaces the hunt through spreadsheets and apps with one view your whole team can use.
One live view
Jobs, customers, revenue and follow-ups sit in one place, built on your real data.
A CRM that fits how you work
Leads move through stages you choose, from first contact to booked and done.
Follow-ups that surface on their own
The dashboard brings up who to call back and what is due, so follow-ups are not left to memory.
Reports on your real numbers
Revenue and job reports come from your own data.
Works on phone and desktop
Check the business from the office, the shop floor or the road.
Connects the tools you already use
We build around what you already pay for and connect it, so you do not start over.
How a custom dashboard works
From the tools you already use to one live view.
Your tools
We connect the tools you already pay for, so your real jobs, customers and numbers flow in.
Your dashboard
Everything lands in one live view, on phone and desktop, laid out the way your team works.
Follow-ups
Follow-ups surface on their own, so you can see who needs a call back.
Reports
Reports on jobs, customers and revenue update from your own data.
What to expect
Who it suits, what is included, how long setup takes and how you stay in control.
Who it is for
- Businesses tracking jobs and customers across spreadsheets and apps
- Owners who want today's numbers without asking around
- Teams that lose track of follow-ups
- Service businesses, including auto shops and detailers
What is included
- A dashboard built on your real data
- A CRM with the stages and fields your team uses
- Follow-ups that surface on their own
- Reports on jobs, customers and revenue
- Works on phone and desktop, hosted on accounts you own
- Team training and check-ins after launch
How long setup takes
Most single systems go live within two to four weeks. A full dashboard and CRM is a bigger build and takes longer. Your written proposal states the timeline before we start.
How you stay in control
The dashboard runs on accounts in your name, and your data stays yours. You decide what it tracks and what it reminds you about. If you add a step that reaches a customer, such as a follow-up message, you choose whether it goes out on its own within your rules or waits for your OK.
Good to know
The questions owners ask most about a custom dashboard and CRM.
A custom CRM dashboard is one live view of your jobs, customers, revenue and follow-ups, built on your real data and around the way your team works.
Usually, yes. We build around what you already pay for and connect it, so you do not have to change the tools you use.
Yes. It is built to work on phone and desktop.
Longer than a single system, which usually goes live within two to four weeks. A full dashboard and CRM is a bigger build, and your proposal states the timeline before we start.
You do. The system runs on accounts in your name, and everything stays with you if we ever stop working together.
It depends on the build. After a free consultation you get a written proposal with clear pricing, any ongoing costs and exactly what is included.
Related services
Start with the one that saves you the most time, and add the rest when you are ready.
AI receptionist
Picks up every call, day or night.
Websites and apps
Fast, custom sites and apps, designed in house.
AI for auto shops and detailers
Missed-call text-back, an AI front desk, a CRM and ad tracking for tint, PPF, ceramic and detailing shops.
All services
The six AI systems we build most often, plus automations and AI consulting.
Tell us what slows you down.
Book a free consultation. We will show you what we would build and what it would cost.