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    Complete Visibility at Every Touchpoint
    Gain real-time insights into traffic, leads, and conversions—all from one AI-enhanced dashboard.
    ✅ Get Started Free 📅 Schedule a Demo
    AI in Every Step of the Customer Journey
    From first visit to final sale, DashCRM automates lead generation, nurturing, and pipeline management with intelligence built in.
    🚀 Launch Your CRM Experience 📞 Talk to Our Team
    SEO-Driven Lead Capture That Performs
    Attract unique visitors and convert them effortlessly using DashCRM’s built-in SEO and Ad Engine—no guesswork, just growth.
    🔍 Try It Free Today 📊 Explore Opportunities
    Automated Pipeline Management That Scales
    Capture leads, assign tasks, and manage your funnel with AI precision. DashCRM grows with your business—no bottlenecks, no hassle.
    🚦 Get Started Instantly 📞 Let’s Plan Together
    DashCRM—Built for Smart SMBs
    Designed for modern teams who need visibility, automation, and conversions—all powered by AI in a streamlined environment.
    🛠️ Free Setup Available 🧠 Book a Strategy Call
    Email
    contact@dashcrm.com
    Location
    Dublin, California
    Call Us
    (877) 929-6416
    Hours
    8am to 5pm

    DashCRM

    DashCRM helps small businesses automate their sales pipeline with AI—driving organic traffic, capturing leads, and managing conversions with full visibility. From first click to final close, it’s smart CRM made simple.

    🚀 DashCRM Starter

    For solo operators and lean teams ready to capture leads smarter, not harder. ✅ Why Choose Starter? Simple, powerful, and built to grow with you — Starter empowers businesses to get organized, automate the essentials, and build strong lead pipelines without the tech overwhelm.

    Core Dashboard Visibility

    See everything in one place — leads, activity, status, and engagement at a glance.

    Streamlined Tools

    Built-in forms, contact tagging, task reminders, and team alerts — ready out of the box.

    Basic CRM Automation

    Automate follow-ups, sort incoming leads, and eliminate manual busywork.

    Starter Analytics

    Track performance of key metrics without diving into complex data layers.

    Start Free Trial

    📈 DashCRM Growth

    For scaling businesses looking to automate smarter, optimize deeper, and convert faster. 🚀 Built for Momentum Growth takes more than hustle — it takes systems. This package delivers enterprise-grade AI workflows tailored for agile SMBs. From high-volume lead routing to custom dashboard visibility, every tool works overtime so your team doesn’t have to.

    Try Growth Plan Today Talk to a CRM Consultant

    🔧 Core DashCRM Growth Capabilities

    🎯 Best For: - SMBs targeting fast revenue growth and better lead handling - Teams that want decision-grade visibility without hiring data analysts - Agencies, SaaS providers, service businesses scaling toward enterprise ops

    Advanced AI Automation

    Automate complex sequences like lead scoring, behavior-based outreach, and multi-touch nurturing.

    Ad Engine Optimization

    Real-time ad performance feedback, audience tuning, and predictive spend control baked in.

    Email & Outreach AI Tools

    Personalized campaigns triggered by user behavior and CRM signals — plus automated A/B testing and timing recommendations.

    Full Funnel Management

    Track prospects from discovery to decision with granular pipeline visibility across stages.

    Custom Dashboard

    Your data, your way — configure dashboards by department or goal (sales, marketing, ops).

    No-code Workflow Builder

    Build powerful automations, custom lead paths, and reporting views without writing a single line of code. Drag-and-drop logic blocks, prebuilt...

    DashCRM Pro Intelligence

    AI-Powered CRM for Data-Driven Decision Makers. From real-time dashboards to predictive lead scoring, DashCRM Pro Intelligence delivers automation and clarity at every customer touchpoint.

    Top CRM Features

    30+ CRM modules with seamless integration across your customer journey.

    Multi-Team Dashboard Access

    Collaborate across departments in real time

    SEO & Advertisement Engine Tuning

    AI-optimized visibility with measurable results

    Phone Support Included

    Talk to real humans, get strategic guidance

    Start Free Trial

    DashCRM Hybrid Growth

    Built for ambitious teams who demand powerful automation, personalized marketing, and expert-backed performance at scale. Experience the combined force of AI automation and human intelligence to optimize your customer journey from first click to final close.

    🚀 Start Your Trial 📞 Schedule a Strategy Session

    All CRM Features

    The most feature-packed CRM solution. Explore the full suite of tools that make DashCRM a complete platform.

    AKA ModeLog multiple emails for contacts.
    APIAdd contacts programmatically.
    Auto-log EventsBuild activity logs automatically.
    Business 2 BusinessManage Companies and Contacts.
    Click2CallCall contacts directly from DashCRM.
    Client FilesAttach files to contacts securely.
    Client PortalPrivate portal access for contacts.
    CompaniesStore and manage company info.
    Contact Image ModeUse profile images or Gravatars.
    Contact LogsTrack key contact data.
    ContactsManage contact lists with ease.
    CSV ImporterBulk import contacts from CSV files.
    Custom FieldsAdd personalized data points.
    DashboardAll-in-one CRM overview.
    Developer ReadyBuilt for extensibility, open source.
    Dynamic SegmentsGroup contacts intelligently.
    Easy PayQuick payment links for contacts.
    EmailsSend CRM emails directly.
    FormsCapture leads seamlessly.
    Gmail SupportIntegrate Gmail for CRM outreach.
    InvoicesSend invoices with ease.
    Mail DeliveryFlexible email delivery options.
    Email Marketing Module SyncSync subscribers from Email marketing Module.
    Modular CRMEnable only what you need.
    Multi Language & CurrencyLocalized with currency support.
    Multiple StoresConnect multiple WooCommerce stores.
    OAuth ConnectorSecurely connect external services.
    Quick FiltersFilter contacts in seconds.
    QuotesSend proposals, get approvals.

    CRM News & Blogs

    DashCRM: Build a Scalable Customer Journey Framework

    Creating an effective customer journey is essential for businesses seeking long-term success and customer loyalty. With a framework designed for scalability,...

    Automate Your CRM Workflow with DashCRM’s Smart Solutions

    In today’s fast-paced business environment, effective customer relationship management (CRM) is crucial for maintaining competitiveness and enhancing customer satisfaction. Streamlining your...

    Scale Outreach Effortlessly with DashCRM Automation Tools

    In today’s fast-paced digital landscape, effective outreach is essential for any organization seeking to grow its presence and engage with its...

    Dashboard Advantages in DashCRM: Transform Data to Decisions

    In today’s fast-paced business environment, efficiently managing customer relationships is paramount. With a multitude of data points generated daily, businesses need...

    Email Marketing Features

    Everything you need to start growing your subscriber list and sending high-impact emails—without the complexity.

    Max SubscribersManage up to 500 active email contacts.
    Monthly EmailsSend up to 5,000 emails per month to engage your audience.
    Unlimited SeatsAdd as many team members as you need—no cap.
    Email TemplatesChoose from 70+ pre-built designs to launch faster.
    Mobile-Friendly TemplatesEnsure every email looks great on any device.
    Drag & Drop EditorDesign emails intuitively without coding.
    WordPress IntegrationPull content directly from posts and pages.
    WooCommerce IntegrationFeature products directly in your emails.
    Brand-Free EmailsRemove branding for white-label delivery.
    Newsletter SchedulingControl when your campaigns go live.
    Newsletter ArchivesShowcase past campaigns on your site.
    Welcome AutomationSend a welcome email the moment someone subscribes.
    Post NotificationsAutomatically email your latest blog posts.
    Subscriber ManagerTrack and organize subscribers in one place.
    Form BuilderCreate subscription forms with custom fields.
    Pop-Up FormsGrow your list with timed or exit-intent popups.
    WooCommerce Checkout Opt-InAdd subscribers during the checkout flow.
    One-Click UnsubscribeGive subscribers a frictionless way to opt out.
    Import & Export SubscribersMove lists freely between platforms.
    Mailchimp ImportQuickly migrate existing subscribers.
    Engagement ScoresSee who's interacting with your emails most.
    Basic SegmentationTarget your campaigns based on behavior.
    Subscriber TagsLabel and group your contacts for clarity.
    Flexible SendingUse host, SMTP, or MailPoet's sending service.
    Email HygieneAuto-handle bounces and complaints to protect your sender reputation.
    Sender AuthenticationAuthenticate to improve deliverability.
    SMTP Site DeliverySend all WordPress site emails via SMTP.
    Stats DashboardGet summarized engagement and campaign metrics.
    Google Analytics SyncTrack subscriber traffic from your newsletters.

    Custom AI Solution Features

    Unlock the full modular power of aiCopilotX with enterprise-grade AI capabilities, integrations, and infrastructure control.

    Chatbot TriggersActivate workflows based on precise user interactions.
    Consent ComplianceBuilt-in user consent and data privacy logic.
    Content AssistantGenerate, edit, and automate content across your platform.
    DeepSeek IntegrationLeverage DeepSeek's powerful models for contextual understanding.
    File Upload (OpenAI)Enable secure file-based inputs for advanced queries and training.
    IP AnonymizationProtect user identities with request-level obfuscation.
    OpenAI ModerationApply safety filters and moderation rules to all interactions.
    PDF DownloadAllow users to export conversations, content, or generated documents.
    Replicate IntegrationAccess external AI models with image/audio/text generation support.
    Semantic SearchFind relevant data using concept-based matching instead of keywords.
    Stock ImagesPull in high-quality visuals to enhance generated content.
    Token ManagementControl usage, quotas, and role-based access to AI resources.
    Vector DB IntegrationsPlug into Pinecone, Qdrant, or Weaviate for semantic storage and retrieval.
    Voice Playback (TTS)Enable natural-sounding voice output for conversational UX.
    DashboardView usage, trace activity, and manage integrations in real time.

    DashCRM—AI-Driven Lead Generation and Management for SMBs

    About DashCRM

    DashCRM helps small businesses automate their sales pipeline with AI—driving organic traffic, capturing leads, and managing conversions with full visibility. From first click to final close, it’s smart CRM made simple.

    News & Blogs

    DashCRM: Build a Scalable Customer Journey Framework

    Creating an effective customer journey is essential for businesses seeking long-term success and customer loyalty. With a framework designed for scalability,...

    Automate Your CRM Workflow with DashCRM’s Smart Solutions

    In today’s fast-paced business environment, effective customer relationship management (CRM) is crucial for maintaining competitiveness and enhancing customer satisfaction. Streamlining your...

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