Custom Dashboard
Custom Dashboard to Personalize Your CRM Insights
Running a business means tracking leads, monitoring projects, following up with clients, and managing your team—often all before lunch. CRM9’s Custom Dashboard brings your most important metrics, tasks, and activities into a single, intuitive view, so you can run your day and make decisions confidently without toggling between tools.
Personalize Your Dashboard for Your Workflow
Your business, your priorities. With CRM9, you can build a dashboard that suits how you work. Add widgets for leads, sales pipeline stages, active tasks, project statuses, and recent team activity so you see the information you need at a glance. Whether you’re focused on sales, operations, or client management, your dashboard adapts to keep you informed and focused.
Track Live Metrics That Drive Decisions
Stay informed, in real time. Monitor key metrics like leads captured, deals closed, invoices paid, subscriptions active, and project progress live, without exporting spreadsheets or waiting for reports. Your CRM9 dashboard updates automatically, helping you make quick, informed decisions that drive your business forward.
Integrated Across Your CRM9 Workflow
Everything is connected, nothing is missed. Your dashboard pulls live data from your leads, projects, invoices, team activities, and more. This deep integration means your dashboard isn’t just a display; it’s an actionable control center, letting you drill into details with a single click to manage and take action directly.