Custom CRM Dashboard· Austin & Central Texas

Custom CRM Dashboard

Stop renting your business software. Own a custom CRM dashboard built around how you actually work.

From $4,500 one-time build

Get startedBook a free call

What it is

A Custom CRM Dashboard is your entire operation in one branded admin: pipeline, client profiles, invoices, proposals, contracts, and revenue tracking — all in one place, all owned by you. No $300/mo software stack, no per-seat fees, no getting locked into someone else's tool. It's built to your workflow and yours forever.

Free toolLost lead calculatorSee how much revenue slips away from leads nobody follows up, or carts nobody finishes, and what automatic follow-up could win back.By industrySee the CRM for your tradeRoofing, HVAC, solar, law firms, med spas, dental and chiropractic.

The problem it solves

You're paying $300+/mo across HoneyBook, HighLevel, and a dozen other tools.
Your data is scattered across platforms that don't talk to each other.
Generic software forces your business into its workflow, not yours.
You never truly own it — stop paying and you lose everything.

See it in action

Laptop showing a dark CRM dashboard with the open-pipeline total circled, labeled 'Pipeline worth, live'.
Our own CRM · demo dataThe whole pipeline, worth in dollarsOpen deals by stage, money collected this month, and who is worth a call today. Shown with invented businesses and numbers.
Laptop showing a demo CRM dashboard with the hit-rate tile circled, labeled 'Win rate at a glance'.
Groundwork · demo CRMKnow where the money isOpen bids, win rate, money waiting on approval and how long it takes — on one screen. Shown on our demo CRM with invented numbers.
Laptop showing a demo CRM bid board with a stage column header circled, labeled 'Every bid, by stage'.
Groundwork · demo CRMEvery bid on one boardEach one sits in its stage with what the column is worth, so nothing is forgotten in an inbox — shown on our demo CRM.
Laptop showing an AI-drafted follow-up email in a demo CRM with the approve button circled, labeled 'AI drafts it. You approve.'
Groundwork · demo CRMFollow-up in one clickAI writes the follow-up from what's already in the record, and your team checks it before it goes out. Demo CRM shown.
Laptop showing a CRM payments list with the outstanding total circled, labeled 'Collected vs. owed'.
Our own CRM · demo dataInvoiced, collected, outstandingEvery invoice with its status, and the money still owed at the top. Demo data shown.
Laptop showing a demo CRM job-cost report with the net variance circled, labeled 'Over budget, caught early'.
Groundwork · demo CRMOver budget, caught earlyLabor and material against budget on every job, so a loss shows up while there is time to fix it. Demo CRM shown.

What you get

How it works

01

Ad Campaign Launch

02

Sales Letter Funnel

03

Backend Automation

04

Qualified Call Booked

05

Optimize & Scale

One dashboard replaces a $300/mo software stack — and pays for itself within the first year.

Frequently asked questions

Is this really better than HighLevel?

It's built for you specifically — no bloat, no per-seat fees, no monthly rent, and it does exactly what your business needs.

Can my team use it?

Yes — unlimited users, no per-seat pricing, with roles and access you control.

What if I need changes later?

It's yours — we can extend it anytime, or hand off the code so any developer can.

Ready to put this to work?

Get a free, no-obligation audit and we'll map exactly how Custom CRM Dashboard fits your business.

Claim my free audit

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