Customer and job tracking
Under each customer, calls, quotes, jobs and payments build up. Who called, what was discussed, which stage it's at: all on one screen.
Service
Business Tracking and Customer Management Dashboard
When work is scattered across Excel files, WhatsApp groups and a few people's heads, at some point it stalls. We build a system that brings it all into one dashboard and records who did what.
Job TrackingDashboardQuotesCustomersStockInvoices
Open quotes₺301,500
Collected this month₺186,200▲ 11%
Win rate38%▲ 4%
Low stock7 productsautomatic reorder
CustomerOwnerAmountStage
Architecture firmEce T.₺148,000Won
Logistics companyDeniz K.₺92,500Quote
Private clinicEce T.₺61,000Meeting
Quotes, collections and stock on one screen
What's included?
Quotes and contracts
A flow for preparing quotes, exporting PDFs, waiting for approval and marking deals won. The question of where each quote stands disappears.
Stock and warehouse
Multiple warehouses, low-stock alerts and automatic purchase requests. The system warns you before stock hits zero.
Roles and permissions
You decide who can see and change what. Every change is logged with who made it and when.
Reports and exports
Revenue, collections, sales rep performance and stock reports. All on screen and exportable to Excel.
Integrations
Accounting software, e-invoicing, shipping and bank integrations. You don't enter data in two places.
Who it's for
Is this page for you?
- Architecture, engineering and consulting firms that quote and track jobs
- Wholesalers and manufacturers that manage stock and orders
- Businesses with several branches or field teams
- Any team whose Excel files have started to clash and go missing
What's delivered
- A dashboard designed around your workflow
- Customer, quote, job and payment tracking
- Stock and warehouse management (if needed)
- User roles and permissions
- Record history and change log
- Reporting screens and Excel export
- Data migration and team training
- 3 months of free bug fixes after launch
About business dashboards
Why a custom dashboard when off-the-shelf CRMs exist?
Off-the-shelf tools try to fit you into their way of working and charge per user per month. As your team grows, so does the bill. A custom dashboard fits your workflow, and you don't pay extra for more users.
Can you import our existing Excel files?
Yes, it's one of the first things we do on almost every project. We review your files, clean the data and import it into the system, then go through a checklist together after the import.
Will our team be able to learn it?
Since the dashboard is built around the way you already work, it doesn't feel foreign. At handover we train your team and leave short how-to videos.
Where is our data stored?
On a server opened in your name, in your country or region if you prefer. Backups are taken daily, and you can export all your data whenever you want.
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Let's define the scope together.
Tell us what you need and we'll send you, in writing, how long it will take and what it will cost. No obligation.