Admin dashboard · from $5,500
See everything the system runs, not just what shows up in your CRM.
We set up the connected view inside Implementation (from $5,500), the full systems build, so the marketing and operations side of the business is visible without opening a different login for each part of the work.
The work is spread across too many places
Ad performance lives in one login, social scheduling in another, email campaigns in a third, and the finance connection somewhere else. There is no single place to see how the marketing and operations side of the business is actually doing.
The bookkeeper is closing a client's books, the contractor is on a job, and the venue owner is walking into the next tour. None of them need another list of logins to remember before they can understand what needs attention.
Where this fits next to your CRM
We do not replace your CRM. It stays the system of record for leads, clients, pipeline, and contracts. This dashboard does not touch that lane.
It is the connected view of everything else the automated system runs around your CRM: the marketing and operations side. The point is not another tool. It is a clear place to see the work already happening across the tools you use.
What the dashboard brings together
Ads
See the ad work connected to the rest of the system, with the same context as the ads work itself.
Social & content
See what is being posted and written alongside the rest of the system, connected to the social and content work.
Campaigns and nurture sequences are connected to the same system and sent from the same brand voice as everything else.
Finance
See the money side in the same connected view as the finance system.
Reviews
See the public moments that need attention alongside the review workflow.
Referrals
Track who refers new business, so those relationships are not lost in the work of the week.
Analytics
See the connected, cross-surface view that ties the work above together, instead of treating analytics as a separate reporting product.
See it, do not just read about it
Click through the dashboard sample
The /admin-demo sample is being built as a live, clickable version of this exact dashboard. It will use made-up sample data for a fictional example business and stay read only, so you can click around before meeting with us.
See the Dashboard SampleWhat this costs
The initial dashboard setup and the connections that put it in place are part of Implementation (from $5,500), the full systems build.
Ongoing dashboard changes and additions are not a separate price quoted on this page. That is a Retainer conversation, sized to the work the system needs next.
See it live
Your dashboard should show the work happening with clients and where the business stands: one branded home for a client's whole project: messages, files, tasks, links, payments, and documents to download. This sample is furnished with realistic data so you can walk the rooms. One report that reads your whole business at once: inquiries, bookings, calls, profit margin, and website traffic, synthesized into a single pulse with the trend against last season. Not just what lives in one tool.
See what is spread across the system now
Run the free 60-second audit and Claude will read your current site and show where the work around it may be harder to see than it needs to be. Or book a discovery call and talk through the system with us directly.