Replace disconnected spreadsheets and manual copying with one secure workspace that displays live data, automates tasks and shows your team exactly what needs attention.
Answer 6 questions and immediately receive 3 automation opportunities, an indicative time saving and a suitable pilot.
Built by Utomatic
This demo dashboard shows how we combine projects, field teams, clients, work orders and financial insights in one operational workspace. All names, amounts and statistics are fictional and solely intended as a product demo.
From problem to workspace
A dashboard only creates value when it removes manual actions and helps people decide at the right moment.
Customer data, planning and financial status live across different systems and spreadsheets.
Employees copy data, send reminders and repeatedly assemble the same reports.
Exceptions surface only after a deadline, customer or revenue is already at risk.
Example workflow
We define the exact steps together. This is a realistic example of how data can move through an operational dashboard.
Website, email or CRM
Validation and duplicate check
Customer, owner and priority
Task, alert or approval
Status, KPI and exception
✓ Human review remains available for exceptions, approvals and sensitive decisions.
From data to action
The dashboard is the front end. Behind it, we connect and automate the complete process.
Synchronize contacts, deals, activities and ownership without duplicate entry.
Track pipeline, revenue, cycle time, service levels and bottlenecks in one place.
Automatically start tasks, emails, WhatsApp messages and internal approvals.
Give customers or partners secure access to requests, documents and status.
Receive management reports and anomaly alerts without manual spreadsheet work.
Use AI to summarize, prioritize and suggest next actions from current business data.
Integrations
For each system, we assess the available API, webhooks, permissions and data quality before committing to an integration.
Security and operations
Users only see and change what fits their function and responsibility.
Important actions and changes can be logged for review and investigation.
Credentials, permissions and data flows are limited to what each workflow needs.
We agree how errors, backups, updates and incidents are monitored and handled.
Our approach
We identify the decisions, tasks and KPIs currently costing time.
Your team quickly tests the key screens and workflows with realistic data.
We connect CRM, calendar, email, accounting and other core systems.
After training, we measure adoption, data quality and time saved and improve accordingly.
Sales dashboards, operational workspaces and financial reports have different users and data sources. We first define the question your dashboard should answer and the action a team member should be able to take.
A voice agent can record a callback request. Your dashboard shows its owner, the next action and completion status. Call data and transcripts are only included under the agreed access and retention settings.
Connect phone calls to your CRM →An existing reporting tool may be enough for charts alone. If you also need approvals, document processing or customer access, we assess a custom application with suitable roles and permissions.
When custom software makes sense →We choose a source for each field: for example, the CRM for deal status and accounting software for payment status. We define refresh frequency, duplicate detection and what users see if an integration fails. Real-time updates depend on the source API; periodic synchronisation may be a better fit.
The dashboard demo above illustrates capabilities; its figures and charts do not prove revenue growth or time savings. We measure those effects in your process. The production quote includes licences, integrations, management and usage.
FAQ
Usually not. We connect the existing CRM and build the missing dashboards, workflows or portals around it.
HubSpot, Pipedrive and Salesforce, among others, plus systems with a usable API or webhook.
Yes. Roles, permissions and dashboards can be configured per team or function.
A focused prototype can often be tested within two weeks. Final timing depends on integrations, data quality and scope.
The dashboard is a product demo built by Utomatic. All visible names, amounts and statistics are fictional and do not represent a client or achieved result.
A focused pilot generally starts between €1,500 and €3,000 one-off. We agree the scope, acceptance criteria and price in advance. Production costs are determined only after the technical dependencies are clear.
Take the free scan and immediately receive three recommendations, a time-saving indication and a suitable pilot. Prefer to talk first? Book a dashboard session.
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