Services / Admin dashboards + customer management
Know every customer. Know what to do next.
Admin panels, CRM-style customer records, and business dashboards that turn scattered information into a clear view — and a clear next step.
Business overview
Wednesday, 29 July 2026 · Sample data
New leads
128
July to date
Follow-ups due
34
8 due today
Open pipeline
$48,600
24 active opportunities
New enquiries
July 2026
Recent leads
View all ↗
| Customer | Stage | Next action |
|---|---|---|
| Amelia Brooks | New enquiry | Send introduction |
| Oliver Chen | Proposal sent | Follow up tomorrow |
| Sofia Rivera | Call booked | Today, 2:30 PM |
What gets in the way
Problems this solves.
01
Leads get lost between inboxes
Enquiries arrive by form, phone, and social. Some never get a reply.
02
No shared picture of a customer
Notes live in personal inboxes, so every conversation starts from zero.
03
Reports take a day to build
Numbers are pulled together by hand and are out of date by the time they’re read.
What you get
Built in, not bolted on.
Customer profiles with history
Every enquiry, note, and booking in one timeline.
Pipeline you can trust
Stages, owners, and values that update as work happens.
Dashboards that answer questions
The handful of metrics you check every week, always current.
Search and segmentation
Find people by service, stage, or source in seconds.
Click through it
A dashboard you’ll actually open.
Overview, customers, pipeline, follow-ups, and analytics — use the sidebar to explore the Relay concept. All data is illustrative.
Business overview
Wednesday, 29 July 2026 · Sample data
This month ▾
New leads
128
July to date
Follow-ups due
34
8 due today
Open pipeline
$48,600
24 active opportunities
New enquiries
July 2026
Recent leads
| Customer | Stage | Next action |
|---|---|---|
| Amelia Brooks | New enquiry | Send introduction |
| Oliver Chen | Proposal sent | Follow up tomorrow |
| Sofia Rivera | Call booked | Today, 2:30 PM |
New enquiries
8
$12,400
In conversation
10
$20,200
Proposal sent
6
$16,000
A timely nudge
8 leads are waiting for a first response. Review your queue and schedule a follow-up.
relay.
Sales pipeline
July 2026 ▾
24 opportunities $48,600 open value
New enquiries
8 · $12,400
Amelia Brooks
Consultation request
$1,200
Today
Noah Williams
Website enquiry
In conversation
10 · $20,200
Sofia Rivera
Service package
$2,400
Call booked
Maya Patel
Discovery scheduled
Proposal sent
6 · $16,000
Oliver Chen
Monthly retainer
$3,600
Follow up tomorrow
Luca Martin
Awaiting review
Sample records · Illustrative values · Not client results
Amelia Brooks
New enquiry · Website form
Relationship timeline
Today, 9:42
Enquiry received
Interested in a consultation.
Today, 9:43
Assigned to Jamie
A first response is scheduled.
Tomorrow, 10:00
Follow-up planned
Send a helpful introduction.
A useful signal. A human decision.
8 new leads have not received a first response. Review availability before assigning the next follow-ups.
Illustrative insight · Always review before acting
Concept interface with illustrative sample data.
See the full Relay conceptHow we get there
How the work comes together.
Clear decisions, a demo every week, and no mystery about what happens next.
Discover
Start with the business, not a template.
Data + metrics plan
Design
Make the right things feel effortless.
Dashboard designs
Build
Bring the whole system together.
Connected, tested dashboards
Launch
Go live with a plan for what’s next.
Training + reporting handover
A few useful answers
Questions, answered.
Often that is the right call. We can configure and integrate an existing CRM, or build a lighter custom one when your process doesn’t fit.
Usually. We connect to sources such as your website forms, booking system, spreadsheets, or accounting software where APIs allow.
Things like summarising a customer’s history or flagging leads waiting for a reply. They are optional, explained, and always reviewable by a person.
Yes. Role-based permissions are part of the design, not an afterthought.
Often paired with this
05
Let the routine take care of itself.
Automation + notifications
03
Your workflow. Your software.
Custom software + admin
Your move
Tell us what you’d like to improve.
Share the challenge, not a perfect brief. We’ll help shape a practical first step.
- Free 30-minute call
- Fixed quote before we start
- You own everything we build