nobody called back.
A fully customizable CRM built for small contracting businesses and solo field reps. No Salesforce. No HubSpot. No bloat. Just your pipeline, your follow-ups, and your data — on any phone, even offline.
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No HubSpot.
Nothing they don't.
No CRM training. No onboarding call. Open it, see who to call, make the call.
Who to call today — sorted by urgency, color-coded by status. Overdue calls surface to the top automatically. One-tap to call, text, or email.
Type or speak. "Met Dave at 123 Main, follow up Thursday" — logged, dated, done. Tap the mic, talk, tap Go. No forms, no dropdowns.
Photograph a card — or scan their contact details straight off their phone. Name, phone, email, company — auto-extracted and added to your CRM instantly. Faster than AirDrop.
Visual Kanban across New / Open / Quoted / Won / Lost. Stale deals flag themselves with a red warning so nothing hides.
Log contacts in a dead-zone job site. Changes sync automatically the moment you're back online. Service worker handles it silently.
Assign tasks by owner, priority, and due date. High-priority tasks surface first. Admins see the whole team's board at once.
Log a lead the way you'd
text a coworker.
Stop fighting CRM forms. Just describe what happened and DashCRM figures out the rest — name, address, follow-up date, status, notes.
The AI parses plain English and writes directly to your Google Sheet and your Google Calendar. No dropdowns, no required fields, no friction.
- Update status, reschedule follow-ups, add notes — all in one line
- Add a new lead from a job site in under 1 minute
- Works from the dashboard or the full CRM page
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Lead still gets logged.
You're at a job site. You just met someone. Your hands are full. DashCRM gets out of your way.
Mark the field
Tap inside the input — DashCRM knows where you are in the app. No navigating to a form.
Hit the mic, speak your change
Say what happened in plain language. New lead, status update, follow-up date — anything. One tap, one sentence.
Tap Go — done
Your words appear in the field. Hit Go. AI parses it and writes to your Sheet. Three taps total. Back in your pocket.
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See the whole board.
Spot what's stuck.
A Kanban board built directly from your CRM sheet. Every deal, every stage, with dollar totals per column.
Deals that go quiet get flagged automatically — no follow-up set, proposal sitting unsent, no contact in 5 days. You'll know before a deal goes cold.
- New / Open / Quoted / Won / Lost with live counts
- Revenue totals per stage — know your weighted pipeline
- Tap any card to open the full lead detail and edit inline
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One list for the
whole team.
Tasks live in the same Google Sheet as your CRM. Assign by owner, set priority and due dates, check them off from any device.
Admins see everyone's task list in one view. Team members only see their own. High-priority tasks surface at the top automatically.
- Add to calendar with one tap — exports .ics instantly
- Email notifications when a task is assigned to you
- Completed tasks auto-hide after 24 hours
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Running forever.
One-time setup on your existing WordPress site and Google account. No ongoing maintenance, no SaaS to manage.
One OAuth click links your Google Sheet and Calendar. We provision the CRM sheet structure automatically.
Paste one WPCode PHP snippet. The CRM lives at yoursite.com/crm. Protected, mobile-optimized, ready.
Add users to a Users sheet tab. Roles, notifications, and permissions — all controlled there.
Your reps open the app on their phone. Type, speak, scan a card, or check off a follow-up. It just works.
Most reps lose deals not because the lead was bad — but because they got busy and never logged it. DashCRM closes that gap. Tap, speak, done. Your pipeline stays current without slowing you down.
We know because we live this. DashCRM was built and battle-tested in an active home services sales operation.
First month free.
A production-tested CRM built by people who sell for a living. We work in sales — service quality is our highest priority. New features and bug fixes ship continuously.
- Full install on your WordPress site — included free
- Google Sheets backend — you own 100% of your data
- AI-powered natural language + voice entry
- Business card / contact photo scan
- Google Calendar auto-sync — meetings become leads
- Works offline — service worker syncs when back online
- Offline mode with background sync
- Multi-user support with role-based permissions
- Ongoing new features + bug fix support
Requires: WordPress site · Google account · Anthropic API key (Claude) · ~30 min setup
*First month free on new subscriptions. Billed monthly at $49.99 after trial. Cancel anytime. See terms of use.
DashCRM — The CRM built for small contracting businesses and field salespeople.