CRM • AUTOMATION • BUSINESS SOLUTIONS

More Than a CRM.
A Business System Built Around You.

You run your business. We build the systems that help it run better.

Stop spending your time figuring out complicated software and trying to keep up with customer follow-ups. Dashboard Local builds your business systems for you, from CRM setup and automated workflows to professionally written email and text campaigns. Everything is designed around the way your business actually operates. We handle the technical work so you can focus on running your business.

Schedule Your Free Discovery Call → Explore What We Can Do ↓
Done-For-You Setup Custom Automations Email & SMS Copywriting Included

SOUND FAMILIAR?

You're Running a Business. Not a Software Company.

You have customers to take care of, employees to manage, and a business to grow. Yet somehow, your days keep filling up with tasks that should practically run themselves.

Your business shouldn't depend on you remembering every little thing.

01

Leads That Never Get Followed Up With

A potential customer reaches out. You're busy. The response gets delayed, and the opportunity quietly disappears.

02

Too Many Systems, Not Enough Organization

Contacts, appointments, invoices, and messages are scattered across different tools. Keeping everything organized becomes another full-time job.

03

The Same Tasks, Every Single Day

Sending reminders, answering routine questions, requesting reviews, and updating customer records manually takes time away from more important work.

04

Software You Don't Have Time to Learn

You've considered automating your business, but who has time to figure out another complicated platform, much less build everything from scratch?

THE DASHBOARD LOCAL DIFFERENCE

We Don't Just Give You the Software. We Build the System for You.

01 UNDERSTAND

We Learn Your Business

We look at your customer journey, daily operations, and the repetitive tasks slowing you down to identify where better systems can help.

02 BUILD

We Build Your System

We configure your CRM, create your automations, connect your workflows, and set everything up to fit the way your business operates.

03 SUPPORT

We Help You Get Up and Running

We walk you through your new system, help you understand how to use it, and provide ongoing support as your business needs evolve.

Done-For-You Setup Built Around Your Business Automated Workflows Ongoing Support

WHAT WE CAN BUILD FOR YOU

Everything Your Business Needs. Built to Work Together.

From capturing new leads to keeping customers engaged long after the first sale, we build systems that make running your business easier. We handle the setup, write your follow-up messages, and connect the moving parts so everything works together.

CRM & Customer Management

Keep your leads, customers, conversations, and sales opportunities organized in a system customized around your business.

Email & Text Automations

Automatically follow up with new leads, reconnect with past customers, and stay top of mind with professionally written email and text campaigns.

Websites & Landing Pages

Professional websites and landing pages designed to showcase your business, capture leads, and connect visitors to your follow-up systems.

Appointment Scheduling

Make it easy for customers to book appointments with online calendars, automatic confirmations, and reminders that help reduce no-shows.

Invoicing & Payments

Simplify billing with digital invoices, payment links, recurring payments, and automated reminders that help keep your business moving.

Google Review Automation

Automatically request customer reviews, respond more efficiently, and turn positive Google reviews into social media content for your business.

Customer Journey Workflows

Connect each stage of the customer experience with automations for new inquiries, long-term nurturing, repeat business, and referrals.

Referral & Networking Systems

Capture networking contacts, automate follow-ups, book more one-to-one meetings, and turn business relationships into referral opportunities.

THE DIFFERENCE IS IN THE SYSTEM

Less Manual Work. More Time to Grow Your Business.

Imagine spending less time chasing leads, sending reminders, and managing disconnected tools. That's what happens when your business systems start working together.

BEFORE DASHBOARD LOCAL

You're Doing Everything Manually.

Your business keeps moving, but every step seems to depend on you or your team remembering what needs to happen next.

×
Leads go cold

Follow-ups get delayed or forgotten when things get busy.

×
Appointments require extra work

You're manually scheduling, confirming, and reminding customers.

×
Information is scattered

Customer details and conversations live across multiple platforms.

×
Customers need constant attention

Reminders, updates, and follow-ups require someone to send them.

×
Growth means more busywork

More customers create more repetitive tasks for your team.

WITH DASHBOARD LOCAL

Your Systems Handle the Busywork.

Your CRM and automations work behind the scenes, keeping your processes organized and moving customers forward.

✓
Leads receive timely follow-ups

Automated messages help you stay connected without manual effort.

✓
Appointments run more smoothly

Online booking, confirmations, and reminders work together.

✓
Customer information stays organized

Your contacts, conversations, and workflows live in one place.

✓
Customers stay informed automatically

Triggered messages deliver updates at the right stages of their journey.

✓
Your systems can grow with you

Repeatable workflows help your business handle more activity efficiently.

Stop building your day around repetitive tasks. Start building a business that runs more efficiently.

OUR BUSINESS SOLUTIONS

The Right System. Built Around Your Business.

Every business has different needs, but every business deserves a system that makes running it easier. Choose from three done-for-you implementation packages designed to organize your business, automate customer follow-ups, and create more opportunities for growth.

PACKAGE 01

Foundation

Never Let Another Opportunity Slip Through the Cracks

Get organized and start following up consistently. We'll build your essential CRM and automated follow-up system so potential customers receive timely communication without you having to remember to reach out. Ideal for businesses ready to put a reliable system in place.

One-Time Implementation $1,000

What's Included

  • ✓ Essential CRM setup and contact organization
  • ✓ 1 customized automated follow-up campaign
  • ✓ 1 sales pipeline to track opportunities
  • ✓ Lead capture form and website connection tools
  • ✓ Automated appointment confirmations and reminders
  • ✓ Google review requests and automatic social sharing

✓ We write your email and text messages and build the automations for you.

Schedule a Discovery Call

EXPAND YOUR FOLLOW-UP

PACKAGE 02

Growth

Turn More Opportunities Into Customers and Stay Top of Mind

Automate multiple parts of your customer journey, from new inquiries to existing customer relationships. With additional follow-up campaigns and long-term nurturing, your business stays in front of people even when they aren't ready to buy right away.

One-Time Implementation $3,000

Everything in Foundation, Plus

  • ✓ Up to 3 customized follow-up campaigns total
  • ✓ 1 long-term nurture sequence with 26 emails
  • ✓ Communication for up to 3 customer audiences
  • ✓ Expanded CRM setup and up to 2 sales pipelines
  • ✓ Automated customer journey transitions
  • ✓ Internal notifications and follow-up tasks

✓ We write all included campaign content, build the workflows, and set up your long-term nurturing.

Explore the Growth Package

PACKAGE 03

Complete

Put Your Customer Journey on Autopilot

Create a connected system that supports your customers from their first inquiry through ongoing relationships, repeat business, and referrals. Advanced automations help your team manage multiple customer journeys with less manual work.

One-Time Implementation $5,000

Everything in Growth, Plus

  • ✓ Up to 5 customized follow-up campaigns total
  • ✓ Up to 3 long-term nurture sequences with 26 emails each
  • ✓ Communication for up to 5 customer audiences
  • ✓ Advanced CRM setup and up to 3 sales pipelines
  • ✓ Connected customer journey automations
  • ✓ Advanced pipeline workflows and internal task automation

✓ We build and connect your included campaigns so your system supports each stage of the customer journey.

Explore the Complete Package

Every Package Includes

✓ Done-for-you setup, configuration, and testing
✓ Professional email and SMS copywriting
✓ Appointment confirmations and reminders
✓ Automated Google review requests
✓ Automatic social posting of Google reviews
✓ A2P registration setup for text messaging
✓ Lead capture and calendar booking configuration
✓ System walkthrough and onboarding

Implementation pricing is a one-time investment. CRM software subscriptions are separate, starting at $150/month, with an advanced option at $297/month. Email and SMS usage, applicable registration and carrier fees, and other third-party charges are billed separately. Website development starts at $1,500, and custom third-party integrations are quoted separately. We'll help you determine the right combination for your business during your discovery call.

SIMPLE FROM START TO FINISH

You Tell Us What You Need. We Handle the Build.

No complicated setup or spending weeks trying to figure out new software. We'll help you choose the right solution, then handle the technical work, automation setup, and campaign writing for you.

01
DISCOVER

Tell Us About Your Business

We learn how your business operates, where you need better follow-up, and what you'd like to improve through a discovery call and simple business assessment.

02
RECOMMEND

Find Your Right-Fit Package

Based on your goals, we recommend the Foundation, Growth, or Complete package that fits your needs, along with any additional services your business may require.

03
BUILD

We Build Your System for You

Once approved, we configure your CRM, write your emails and texts, build the automations, and connect your included customer workflows. We handle the technical work.

04
LAUNCH & SUPPORT

Launch With Confidence

We test your system, walk you through how everything works, and help you get started. Ongoing software support is available as your business grows.

Ready to see which Dashboard Local solution makes sense for your business?

Find My Business Solution

FREQUENTLY ASKED QUESTIONS

Questions? We've Got Answers.

We know choosing a new business system is a big decision. Here are answers to some of the most common questions about our packages, pricing, and how we work.

Do I need to know how to use a CRM?

Not at all. We handle the technical setup, configure your system, and build your automations for you. Once everything is ready, we'll walk you through how to use it. You don't need to be tech-savvy to get started.

What's the difference between Foundation, Growth, and Complete?

Foundation is designed for businesses that need an organized system and essential automated follow-up for one customer audience.

Growth expands your system with multiple follow-up campaigns, additional customer audiences, and a year-long email nurture sequence.

Complete is designed for businesses that need more advanced customer journeys, additional campaigns, and multiple long-term nurture sequences.

How much does Dashboard Local cost?

Our done-for-you implementation packages are $1,000 for Foundation, $3,000 for Growth, and $5,000 for Complete. These are one-time fees for building and configuring your system.

Your ongoing CRM software subscription is separate, with options starting at $150 per month and an advanced option at $297 per month. Applicable email, text messaging, registration, and third-party fees are additional.

Does the monthly subscription include building new automations?

The monthly subscription covers access to your CRM software and the features included in your selected plan. Your implementation package covers the initial system build, including the agreed-upon automations and campaign content.

Additional campaigns, new workflows, and expanded automation projects can be added separately as your business grows.

Do you write the emails and text messages for me?

Yes! We write the email and SMS content included in your implementation package. That means you don't have to figure out what to say, write the messages yourself, or build the automated sequences.

We'll create the messaging around your business, services, and customer journey, then set up the automations that deliver it.

Can Dashboard Local build a website for me?

Absolutely. We build professional websites and landing pages that can connect directly to your CRM, lead capture forms, and automated follow-up systems.

Website development is a separate service starting at $1,500 and is not included in the Foundation, Growth, or Complete implementation packages.

Can you connect Dashboard Local to software I'm already using?

In many cases, yes. We can review your existing software and determine whether it can connect with Dashboard Local through available integrations or third-party tools such as Zapier.

Custom integrations are evaluated individually and quoted separately based on the systems involved.

How long does it take to get my system set up?

The timeline depends on the implementation package and the complexity of your system. A straightforward setup generally takes less time than one involving multiple campaigns, customer journeys, or integrations.

We'll review the scope, provide an estimated timeline, and explain what information we'll need from you before work begins.

What happens after my system is launched?

We'll walk you through your completed system so you understand how to use the tools and features we've built. Your software subscription provides ongoing access to your system, with support according to your selected plan.

As your business grows, we can also help you expand your system with additional campaigns, workflows, and other services.

What's the first step to getting started?

Schedule a discovery call with Dashboard Local. We'll learn about your business, the tools you're currently using, and the customer follow-up processes you'd like to improve.

From there, we'll help you determine which implementation package and software plan make the most sense for your needs.

Ready to see what we can build for your business?

LET'S BUILD SOMETHING BETTER

Your Business Deserves Better Systems. We'll Build Them.

Tell us a little about your business, what's working, and what's slowing you down. During your discovery call, we'll discuss your needs and explore customized Dashboard Local solutions to help you save time, stay organized, and grow.

Schedule Your Discovery Call
✓ Customized Recommendations ✓ Done-For-You Setup ✓ No Obligation to Purchase