No. Dashboard Local is month-to-month. You can cancel, upgrade, or downgrade anytime.

Absolutely. Most users start with Starter and upgrade as they add team members or want deeper insights. Upgrades take effect immediately.

You’ll be notified inside the platform. You can either clean up contacts or upgrade to the next plan — no surprises.

No. Everything you need to capture contacts, automate follow-ups, book meetings, and track networking activity is included.

It’s more than a traditional CRM. Dashboard Local is built specifically for networking, referrals, and relationship-driven businesses, not generic sales pipelines.

Yes — Growth and Team plans include shared pipelines and team visibility so everyone stays aligned.

All plans include email and chat support. Team plan users receive priority support.

You can cancel anytime. Your subscription will remain active until the end of your billing cycle.

The setup fee covers the time and work required to properly configure your Dashboard Local system so it works for your business from day one.

Dashboard Local is not just software you log into. Your system is configured to match how you actually network, follow up, and turn conversations into clients. This includes setting up your CRM, automations, digital business card, pipelines, and communication tools so everything works together correctly.

Most people sign up for software and never fully set it up. The setup ensures your system is ready to use immediately without you having to figure out technical steps on your own.

The Starter setup focuses on getting individual business owners fully operational for networking and follow up without technical work on their end.

Setup includes:

- Account and business profile configuration

- CRM setup for managing contacts and referrals

- Networking pipeline setup to track relationships and opportunities

- SMART Digital Business Card creation and configuration

- Contact capture form setup

- Calendar and booking link setup

- Networking follow up automation setup

- Email and SMS configuration

- Contact import assistance (one import)

- Review request setup and AI review replies

- Social planner setup

This setup ensures you can meet people, capture their information, and follow up consistently without manual work.

The Growth setup expands the system from networking follow up into lead generation and automated lead handling.

Everything in Starter, plus:

- Website or funnel setup for lead capture

- Lead capture forms connected to CRM

- Automated lead follow up workflows

- Email marketing setup and templates

- Contact organization and tagging structure

- Advanced workflow setup for leads and appointments

- Networking and lead activity dashboard configuration

- AI chat agent setup

This setup allows leads from networking, social media, or your website to enter the system and be followed up with automatically.

The Team setup is designed for businesses with multiple users who need a fully operational system across the organization.

Everything in Growth, plus:

- Multi-user account setup and permissions

- Individual business cards for team members

- Calendar setup for multiple users

- Team pipeline configuration

- Referral passed and referral received tracking setup

- Team performance dashboard configuration

- AI agent setup and training when included

- Invoice setup and payment configuration

- Document and contract setup with e-signature workflows

- Advanced automation and team assignment workflows

- Larger contact migrations and organization support

This setup ensures the entire team follows the same process for capturing contacts, managing relationships, and closing business.

The monthly subscription covers the ongoing use of the platform, hosting, updates, support, and continued access to the system.

The setup is a one-time implementation process where our team configures your system specifically for your business. This work happens upfront and requires hands-on configuration, testing, and customization.

Separating the setup fee allows us to keep the monthly cost lower while still ensuring every account is set up properly.