The Networking CRM That Finally Shows You Which Relationships Are Worth Your Time
The Networking
CRM That Finally Shows You Which Relationships Are Worth Your Time
Capture leads. Automate follow-ups. Track your networking ROI.
Stop juggling spreadsheets, sticky notes, and forgotten follow-ups. With this CRM, you finally have a system that
works as hard as you do...managing contacts, conversations, referrals, and revenue, so you don’t have to.
Cancel Anytime
Networking is the foundation of your business.
Referrals, recommendations, introductions, and conversations are how you grow your business.
Most people try to manage relationships inside project-management tools that were never designed for networking. This one is built for YOU, the person who grows through people.
You focus on connecting.
Your CRM does the rest.
What It Does For You
Capture Contacts Instantly from Your Digital Business Card
Every time you share your card, online or in person, the contact flows straight into your Dashboard Local. It automatically logs where you met, which group or event they’re tied to, and what type of connection they are.
No manual data entry, ever.
Automate Follow-Ups, Bookings & Outreach
Never forget a follow-up again.
Dashboard Local sends personalized follow-up messages, booking links, reminders, review requests, all based on your networking pipeline and schedule.
Tag, Sort & Organize by Group, Event, or Referral Source
Instantly see which groups or events actually produce results.
Contacts are tagged automatically so you can filter, sort, and track performance at a glance.
Track Conversions & Revenue Automatically
Know exactly where your clients, referrals, and revenue come from.
Your dashboard shows your closing rates, warm opportunities, and ROI for every group you’re part of, in real time.
Optimize Your Team & Referral Network
Add multiple users and manage an entire team or referral partnership.
Assign roles, share pipelines, monitor performance, and track results across individuals, teams, and groups, all in one place.
Measure Networking ROI with a Dedicated Analytics Dashboard
Dashboard Local gives you a complete overview of your networking activity: Meetings booked, meetings completed, referrals received, referrals passed, and revenue generated, all displayed clearly so you know which relationships deserve your time and which don’t.
TRY IT FREE AND SEE THE DIFFERENCE
Dashboard Local:
The All-in-One CRM for Networkers
Capture every contact instantly, automate every follow-up, track referrals, and see exactly which groups grow your business, all inside one powerful platform designed for networkers. Start your 7-day trial. Cancel anytime.
TRY IT FREE AND SEE THE DIFFERENCE
Dashboard Local:
The All-in-One CRM for Networkers
Capture every contact instantly, automate every follow-up, track referrals, and see exactly which groups grow your business, all inside one powerful platform designed for networkers. Start your 7-day trial. Cancel anytime.
Networking shouldn’t be where leads die.
This is how Your networking becomes Business growth.
Is Your Digital Business Card
Forget paper business cards...finally a business card that does business! Capture Contacts Instantly...No Manual Entry Required
Every time you share your card, Dashboard Local automatically:
➤ Stores your new contact
➤ Records where you met
➤Tags their networking group or event
➤Drops them into your follow-up automation
Say goodbye to lost leads, forgotten conversations, and manual emails sent the next day (or never!).
Is Your Networking CRM
Track Meetings, Referrals, and Opportunities Easily
Dashboard Local is designed for how networkers actually work:
➤ Met → Booked a 121 → Built a Relationship → Clients
➤ Referral tracking
➤ Group and event tagging
➤ 1:1 meeting pipeline
➤ Conversion and revenue reporting
Finally, one place to manage all your relationships.
Is Your Follow-Up Automation
Never Miss a Follow-Up Again
Let your CRM handle the repetitive tasks:
➤ Automated follow-up messages
➤ Calendar booking links
➤ Review and referral requests
➤ Check-in reminders
➤ Pipeline-based outreach
Your networking just became consistent and predictable.
Is Your Referral Network Hub
Manage Partnerships & Team Members Effortlessly
Perfect for small teams, referral partners, or networking organizations:
➤ Add users
➤ Assign permissions
➤ Share pipelines
➤ Track team performance
➤ Monitor referrals sent and received
Everything stays organized without spreadsheets.
Is Your Email Follow-Up
Personalized Messages That Feel Human...Sent Automatically
Perfect for:
➤ New connections
➤ 1:1 follow-ups
➤ Post-meeting messages
➤ Nurture sequences
➤ Long-term relationship building
Consistency becomes effortless.
Is Your Networking Analytics Dashboard
Know Exactly What’s Working And What Isn’t
See real-time insights for:
➤ Meetings booked
➤ Referrals received & sent
➤ Close rates
➤ Group ROI
➤ Revenue attribution
➤ Performance by user
Make data-driven decisions about where your team spends their time.
Pricing
Starter
Perfect for solo professionals who want a simple, powerful system to capture contacts, automate follow-ups, and stay consistent with their networking.
What’s included
1 user
1,000 contacts
1 Calendar: Book 1:1's easily
1 Networking pipeline template: See your relationships grow
Up to 5 Workflows: Automate appointment reminders, emails sequences, and more
Up to 2 funnel pages: Create 2 different business cards for different business needs
SMART Digital Business Card: Automated contact capture at any networking event
Automated booking follow-up template (3-email sequence)
52-week email nurture campaign: Instantly create emails to continue building relationships with a customized chat bot
AI review reply system: Grow reviews from your relationships
Social testimonial auto-posting: Automatically post positive reviews on social media
Referral & group tagging: Monitor the groups that bring the most relationships
ROI dashboard for your own networking activity
Growth
Ideal for small teams and referral partnerships who want shared visibility, team analytics, and multi-user access.
What’s included
Everything in Starter
Up to 3 users
10,000 contacts
3 Calendars: Book more meetings
3 Networking pipelines: Track multiple business focuses
Up to 20 Workflows: Automate more follow-ups
Up to 10 funnel pages: Create multiple digital cards
Shared pipelines: See everyone in one place
Team reporting: Understand your networking results
See what’s working across groups, events, and referrals
Referral partner tracking: Reward partners bringing new relationships
Event productivity tracking: Know which events matter
Team activity tracking: See who’s building what relationships
Team
Team
Built for growing offices, networking organizations, and teams who need full visibility, advanced tracking, and deeper automation.
What’s included
Everything in Growth
Up to 10 users
Unlimited Contacts
Unlimited pipelines: Track every business focus you want
Unlimited workflows: Automate as much as you need
Unlimited funnels/pages: Create unlimited digital cards or more
Unlimited calendars: Book meetings for every role
See revenue from every networking activity: groups, events, referrals & more
Team leaderboards: See who’s bringing the most opportunities
Priority support: Get to the front of the support line
Growth
Ideal for small teams and referral partnerships who want shared visibility, team analytics, and multi-user access.
What’s included
Everything in Starter
Up to 3 users
10,000 contacts
3 Calendars: Book more meetings
3 Networking pipelines: Track multiple business focuses
Up to 20 Workflows: Automate more follow-ups
Up to 10 funnel pages: Create multiple digital cards
Shared pipelines: See everyone in one place
Team reporting: Understand your networking results
See what’s working across groups, events, and referrals
Referral partner tracking: Reward partners bringing new relationships
Event productivity tracking: Know which events matter
Team activity tracking: See who’s building what relationships
Industries We Support
Our CRM is designed for people and teams who rely on conversations, not ads, to build their business. Whether you’re sharing your Digital Business Card at events, meeting new connections every week, or managing a growing referral network, our automation and tracking systems fit seamlessly into the way you already work.
Contact Us
support@dashboardlcoal.com
Phone: 737-345-2456
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