CRM integration
Synchronize contacts, deals, activities and ownership without duplicate entry.
CRM, dashboards & operations
One dashboard connecting your CRM, processes and KPIs
Replace disconnected spreadsheets and manual copying with one secure workspace that displays live data, automates tasks and shows your team exactly what needs attention.
Built by Utomatic
From projects and planning to invoices and forecasting
This demo dashboard shows how we combine projects, field teams, clients, work orders and financial insights in one operational workspace.
From data to action
More than a good-looking dashboard
The dashboard is the front end. Behind it, we connect and automate the complete process.
Live KPI dashboard
Track pipeline, revenue, cycle time, service levels and bottlenecks in one place.
Workflow automation
Automatically start tasks, emails, WhatsApp messages and internal approvals.
Customer and partner portals
Give customers or partners secure access to requests, documents and status.
Automated reporting
Receive management reports and anomaly alerts without manual spreadsheet work.
AI insights
Use AI to summarize, prioritize and suggest next actions from current business data.
We connect to your existing CRM and processes. A full migration is only recommended when it creates clear additional value.
Our approach
From fragmented data to one working system
Process and data audit
We identify the decisions, tasks and KPIs currently costing time.
Working prototype
Your team quickly tests the key screens and workflows with realistic data.
Secure integrations
We connect CRM, calendar, email, accounting and other core systems.
Launch and optimize
After training, we measure adoption, data quality and time saved and improve accordingly.
FAQ
CRM dashboard questions
Do we need to replace our current CRM?
Usually not. We connect the existing CRM and build the missing dashboards, workflows or portals around it.
Which CRM systems can you connect?
HubSpot, Pipedrive and Salesforce, among others, plus systems with a usable API or webhook.
Can different teams see different information?
Yes. Roles, permissions and dashboards can be configured per team or function.
How long does a first version take?
A focused prototype can often be tested within two weeks. Final timing depends on integrations, data quality and scope.
See where your team loses time
In a short dashboard session, we map your data flows, manual handoffs and highest-value automation opportunities.