DGP YOUR WHOLE BUSINESSIN ONE DASHBOARD
Customers, leads, sales, payments, tasks and your team, organized in a CRM built around the way you work. No third-party software subscriptions, and your data lives in your own database.
YOUR CRM, NO SUBSCRIPTIONS
We build it for your business with modules already running in real companies. You pay once and the system is yours.
- Dashboard, customers, pipeline and payments (the 12 modules below)
- Stages and fields tailored to your services
- Up to 3 users with roles and permissions
- Your website forms connected to the CRM
- Import of your customers from Excel or CSV
- Training by video call and user guide
- 30 days of free adjustments
ON A VIDEO CALL
The CRMs we build hold each business's private data, so we don't publish them. We show you one with sample data and explain how yours would look.
BOOK A DEMOYOUR DASHBOARD EVERY MORNING
As soon as you log in you see how the business is doing, where each customer stands and what is due today.
Illustrative view with sample data. Your CRM carries your colors, logo and services.
12 MODULES READY TO WORK
Sales, payments, pending balances, monthly goal and a "Today" list with tasks and deadlines.
One profile per customer with full history, notes, tags, source and referrer. Warns you about duplicates.
Drag-and-drop board by stage, showing the last contact, attempts and next follow-up on each card.
Each service with its own path, owner and due date. We set it up around the way you work.
Appointments, follow-ups and tasks assigned to your team, with on-time reminders and overdue labels.
Payments by method, installments, aging balances and PDF receipts ready to send.
Each customer's files in private storage, opened through a link that expires.
Roles such as admin, supervisor or agent; you decide who sees amounts and sensitive data.
Performance per salesperson, best-selling sources, loss reasons and revenue per service.
Every form on your website comes in as a new lead and you get an email alert.
Find any customer, phone number or receipt in a second, and import or export to Excel.
See who created, edited or deleted each record and when. Works on desktop, tablet and phone.
ADVANCED MODULES & INTEGRATIONS
We have already built and connected all of this. It is quoted separately based on what you need, and each third-party service's usage is paid directly to the provider.
WhatsApp, Instagram and Facebook in one place, with new-message alerts and an "Unanswered" filter.
Lead forms from your Facebook and Instagram ads flow straight into the CRM.
Call and text from your computer, with a dial queue, script, voicemail, call outcomes and productivity per agent.
Get paid by card through payment links, including monthly plans; every payment is logged automatically.
Customers book on their own from your website and you see the calendar in the CRM and Google Calendar.
Send the contract over WhatsApp and the customer signs it from their phone.
Your customer logs in to check their case and balance, pay, sign and upload documents.
Group messages and automatic reminders, stage-change notices and review requests.
Reads the conversation, detects which service the customer wants and suggests a reply. It never sends on its own.
Catalog with stock alerts, orders with discounts and tax, and automatic commission per sale.
Candidates with stages, interviews and follow-ups, kept apart from customers. Imports from Excel.
Change prices, products, announcements, testimonials and FAQs on your website from the same dashboard.
ALREADY IN DAILY USE
Two examples of CRMs we have delivered. For privacy we don't show names or screens.
Agents calling all day with a built-in phone, a prioritized dial queue, up to 12 attempts per lead, appointments and demos, sales with commission, collections and hour-by-hour productivity.
Credit repair, taxes, LLCs and immigration, each with its own stages and deadlines; WhatsApp, Instagram and Facebook inbox, online booking, e-signed contracts, a client portal and card payments.
FROM SPREADSHEET TO CRM
Walk us through your services, how you sell, how you get paid and who does what on your team.
We tailor stages, fields and permissions to your business, with your colors and logo.
We move your customers over from Excel or CSV and connect your website forms.
We train you and your team, and adjust whatever is needed for 30 days.
IMPORTANT DETAILS
50% to start and 50% when your CRM is delivered and working.
It is in your name. The free plan works to start; the professional plan, with daily backups, runs about $25 a month, paid to the provider.
Call minutes, WhatsApp messages and payment fees are paid per use to each provider. We explain them before connecting anything.
Up to 3 users are included. If your team is bigger, we add as many as you need, each with their own permissions.
Secure connection, permissions enforced in the database, and no passwords or keys in the code.
You can add advanced modules and integrations later without rebuilding anything.
FREQUENTLY ASKED QUESTIONS
What does the $997 CRM include?
The home dashboard, customers and leads, sales pipeline, stages per service, calendar and tasks with reminders, payments with PDF receipts, private documents, reports, users with roles and permissions, your website forms connected and quick search. It also includes importing your spreadsheet, up to 3 users, training and 30 days of adjustments.
Do I have to pay a monthly fee for the software?
No. It is your own system, custom-built with a one-time payment. The database is in your name; plans start free and professional plans run about $25 a month, paid directly to the provider.
Can it connect to WhatsApp, Instagram or phone calls?
Yes. We have already connected it to WhatsApp, Instagram and Facebook, Facebook and Instagram ads, calls and text messages, card payments, Google Calendar and an AI assistant. Each integration is quoted for your business, and usage (messages, minutes or fees) is paid directly to each provider.
Why don't you show client examples?
Because every CRM holds private data about each business's customers. On a video call we show you a demo with sample data so you can see how it works.
How long does it take and how do I pay?
We deliver it in 5 to 7 days after we receive your information. You pay 50% to start and 50% when it is delivered and working.
Can my team use it with different permissions?
Yes. Each person signs in with their own email and password, and you decide what they see and do. For example, an agent sees only their own customers and no amounts. Permissions are enforced in the database, not just on screen.
LET'S TALK ABOUT YOUR PROJECT
Fill out the form and we'll get back to you in under 24 hours. No commitments.