CRM, dashboards & operations
A custom dashboard that takes manual work off your hands
Replace disconnected spreadsheets and manual copying with one secure workspace that displays live data, automates tasks and shows your team exactly what needs attention.
Based in Bleiswijk, serving businesses in South Holland. Online and at your location. Available Mon–Fri 08:00–20:00.
See how it works first
Process an enquiry below. Select five lamps, run the workflow and check the stock, draft invoice and €285 contribution after direct costs. Select fifteen lamps to see how a shortage is handled.
Read the worked example and calculation →NO SLIDES. TRY IT YOURSELF.
One enquiry. Everything in motion.
From inbox to order, inventory and financial insight. Explore an example of what your dashboard could do.
Interactive demoFictional data. No real connections, orders or messages.
Operations workspaceNHNoordhaven SupplyFictional trading company
DEMOFROM ENQUIRY TO INSIGHT
Your day, under control.
01EnquiryReceived
02OrderWaiting
03InventoryWaiting
04InvoiceWaiting
05InsightWaiting
Your enquiry is ready. Choose a quantity and start the workflow.
New enquiry
E-mail → CRMSV
Sophie VermeerStudio Haven · demo customer
“Can you supply desk lamps for our new office? Please send a confirmation and invoice.”
Arc Desk LightSKU · ARC-01
€149 / unitFrom revenue to insight
This orderContribution—Process first. Then see the numbers.
- Order value excl. VAT
- €745,00
- Purchase · €89 per unit
- €445,00
- Fulfilment · assumption
- €15,00
Contribution = revenue − purchase cost − €15 fulfilment. Not net profit: overhead, taxes and other costs are excluded.
Order & inventory
DEMO-1042- Customer
- Studio Haven · Sophie Vermeer
- Product
- Arc Desk Light · 5 × €149
- Status
- No order yet
- Reserved
- 0
- Physical demo stock
- 12
Reservation reduces available stock; physical stock changes only on fulfilment. This demo does not ship goods.
Invoice preview
DRAFT · NOT SENTRun the workflow to create a draft invoice. Nothing is sent to real accounting software.
Noordhaven SupplyDEMO-2026-1042
Studio Haven · Sophie Vermeer
Fictional invoice · not a payment request
- Arc Desk Light
- 5 × €149
- Subtotal excl. VAT
- €745,00
- VAT · demo assumption 21%
- €156,45
- Total incl. VAT
- €901,45
Simulated destination: Exact Online. A staff member can review a draft before a real workflow sends anything.
Activity log
This demo sessionEverything stays in this browser. No personal data required.Book a free conversation
Exact, SnelStart, CRM, email or custom software: we assess available APIs and permissions first. This example is not evidence of a live integration with these products.
Discuss your dashboard ↗From problem to workspace
Where a custom dashboard makes a practical difference
A dashboard only creates value when it removes manual actions and helps people decide at the right moment.
Scattered information
Customer data, planning and financial status live across different systems and spreadsheets.
TodayCustomer data, planning and financial status live across different systems and spreadsheets.→With automationOne reliable view with a clear data source for every KPI.
Manual handoffs
Employees copy data, send reminders and repeatedly assemble the same reports.
TodayEmployees copy data, send reminders and repeatedly assemble the same reports.→With automationWorkflows automatically start tasks, checks and notifications.
Late intervention
Exceptions surface only after a deadline, customer or revenue is already at risk.
TodayExceptions surface only after a deadline, customer or revenue is already at risk.→With automationFocused alerts show what needs attention now.
Example workflow
From new enquiry to action and insight
We define the exact steps together. This is a realistic example of how data can move through an operational dashboard.
01
New enquiry
Website, email or CRM
02
Validate
Validation and duplicate check
03
Enrich
Customer, owner and priority
04
Start action
Task, alert or approval
05
Dashboard
Status, KPI and exception
✓ Human review remains available for exceptions, approvals and sensitive decisions.
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.
CRM integration
Synchronize contacts, deals, activities and ownership without duplicate entry.
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.
Integrations
Built around your existing stack
For each system, we assess the available API, webhooks, permissions and data quality before committing to an integration.
HubSpotPipedriveSalesforceMicrosoft 365Exact OnlineAFASMoneybirdTeamleaderMicrosoft TeamsAPI & webhooks
Security and operations
Access and control by design
Roles and permissions
Users only see and change what fits their function and responsibility.
Audit and traceability
Important actions and changes can be logged for review and investigation.
Secure connections
Credentials, permissions and data flows are limited to what each workflow needs.
Monitoring and continuity
We agree how errors, backups, updates and incidents are monitored and handled.
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.
Connect your accounts to daily operations
See what a custom integration can do for customer data, order handoffs and invoice preparation. We first verify the package, access and process.
Commissioning a CRM dashboard: what do we agree first?
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.
From phone call to CRM task
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 →Dashboard or custom application?
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 →Current data with clearly defined KPIs
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.
What we test in a focused pilot
- One workflow with representative data, fictional or anonymised where needed.
- Whether counts and amounts match the agreed source and definitions.
- Whether users see only permitted data and failures are visible.
- Remaining manual steps, including recovery work and exceptions.
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
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.
Does this demo connect to real systems?
No. The demo simulates an enquiry, order, stock reservation, draft invoice and contribution calculation locally in your browser. All data is fictional. It does not send emails, place orders or connect to Exact, SnelStart or a CRM.
What does a dashboard cost?
Our dashboard subscriptions start at €399 (Start), €799 (Growth) and €1,499 (Business) per month, excluding VAT. The agreed build, European dashboard hosting and maintenance are included, with no separate setup fee. Initial term 24 months; then cancellable monthly. Scope, integrations and usage determine the proposal. External licences and usage are agreed separately in advance.
Which automation should create value first?
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.
Local and personal
Automation for businesses in South Holland
We work from Bleiswijk, remotely and at customer locations, including Lansingerland, Rotterdam, Zoetermeer, Delft and The Hague. Together, we review your current process and identify the integration that will make the first practical difference.
Available Monday to Friday, 08:00–20:00
Meet by video call or at your location, by appointment.
[email protected] · +31 85 004 1088