Operational Dashboards and CRM
If you are managing your business through WhatsApp threads, phone calls, and spreadsheets, you do not have a system — you have chaos with extra steps. We build real-time operational dashboards and full CRM configurations that give you complete visibility into your business from any device. From crew scheduling to job tracking to revenue — everything in one place.
Everything included in Operational Dashboards & CRM.
- Custom KPI dashboards
- CRM reporting configuration
- Crew & job tracking
- Owner-facing and team-facing views
- Data visualization and trend tracking
- Real-time operational metrics
How we deliver Operational Dashboards & CRM.
Operations Audit
We map your current workflow — how jobs get assigned, how clients get followed up with, how revenue gets tracked. We identify every gap where information is living in someone's head or a WhatsApp chat instead of a system.
We Build Your Command Center
We configure your full GHL CRM — pipelines, stages, custom fields, automations, and integrations. For clients who need custom software beyond GHL, we build purpose-built operational systems on Next.js and React deployed on Vercel — like the SB Cleaning scheduler that manages 19 locations with automatic WhatsApp notifications via Twilio.
You Get Full Visibility
Once live, your dashboard shows every active job, every client in the pipeline, every crew assignment, and every outstanding invoice in real time. We train your team on how to use it and stay on as the technical owner for ongoing updates.
Operations, visualized
The CRM backbone and dashboards behind a growing cleaning operation.
SB Cleaning Solutions
McAllen, TX
- CRM configured for clients, jobs and scheduling
- Real-time operational dashboards for crew & job tracking
- Owner- and team-facing KPI views
- Custom reporting that surfaces revenue and close rates
Results & Impact
Every crew, job and client tracked in one place — operational visibility that replaced spreadsheets and guesswork.
SB Cleaning Solutions
McAllen, TX
- Custom scheduling dashboard across every job site
- A unique link sent for each appointment — crews see exact time & location
- On-site detail fields: service type and scope of each cleaning
- Owner-side visibility of who is where, when, and doing what
Results & Impact
We built SB Cleaning Solutions a custom scheduling and operations dashboard managing 19 active locations across Brownsville and Edinburg. Every published shift automatically sends a WhatsApp notification to the assigned crew via Twilio with the address, time, and services required. Edit a shift — notification sent. Cancel a shift — notification sent. Four crew members. Zero manual coordination.
Ready to automate your operations?
Apply for a free 45-minute strategy call. We'll map out exactly what we'd build for your business.
Apply to Work With Us