CRM and lead management
Keep customer profiles, enquiries, forms, notes, activity, and follow-up in one connected workspace.
- Customer profiles
- Lead pipeline
- Forms and custom fields
Dashify Business Software
Run staff, customers, bookings, inventory, and daily work from one connected platform
Dashify is modular SaaS for businesses that need CRM, HRIS, rostering, bookings, inventory, orders, training, mobile access, kiosk time clock, and custom workflows without stitching separate tools together.
Start with the modules you need now, then connect more workflows as your team, locations, customers, and operations grow.
01Bring workflows together
Connect customer, employee, booking, ordering, inventory, and task activity in one operational system.
02Reduce manual admin
Use forms, approvals, notifications, mobile access, and reporting to remove repeated double handling.
03Scale module by module
Launch the parts your business needs first, then extend Dashify into more teams and workflows over time.
What Dashify is
A modular operations platform for teams that need cleaner visibility
Dashify helps managers see what is happening across customers, employees, bookings, orders, stock, projects, and locations without relying on disconnected spreadsheets, inboxes, and apps.
- Use CRM data across bookings, forms, customer accounts, and follow-up.
- Connect employee records with onboarding, training, rosters, shifts, and kiosk activity.
- Manage stock, sales, suppliers, returns, fulfilment, and reporting from the same platform.
CaptureForms, bookings, leads, orders
ManageStaff, customers, stock, projects
ActApprovals, tasks, messages, fulfilment
MeasureReports, costs, sales, activity
Core capabilities
The key Dashify modules at a glance
The homepage should make the product easy to understand quickly: each module solves a clear operational problem, and the modules work better when connected.
HRIS and employee operations
Manage employee records, onboarding, rostering, time tracking, training, job applications, and daily tasks.
- Onboarding
- Rostering and shifts
- Training and tasks
Online bookings
Take bookings through your website with availability, deposits or full payments, confirmations, and CRM history.
- Guest bookings
- Paid deposits
- CRM integration
Inventory, orders and fulfilment
Control stock, supplier orders, sales orders, returns, deliveries, account management, and reporting.
- Inventory control
- Order management
- Reporting
Mobile app
Give admins mobile visibility while employees manage shifts, profiles, messaging, onboarding, and training.
- iOS and Android
- Push notifications
- Employee self-service
Custom workflows
Shape Dashify around bespoke forms, approval flows, reporting, integrations, locations, and business rules.
- Bespoke modules
- Integrations
- Tailored reporting
Apps for the real workday
Web admin, mobile app, and kiosk app working together
Dashify is not only a desktop dashboard. Admins can manage the business from the web and mobile app, employees can manage shifts and training from mobile, and shared devices can run the kiosk Time Clock App.
Solutions by workflow
Start with the business problem you want to fix
Dashify can be used module by module, or grouped into solutions for workforce management, customer growth, inventory, orders, apps, and custom operations.
See if Dashify fits
Book a demo and map Dashify to your business workflow
Tell us what you are trying to manage: staff, customers, bookings, inventory, ordering, projects, or a custom process. We can help point you to the right modules.
Why businesses choose Dashify
Enough structure for daily operations, enough flexibility for bespoke workflows
Dashify can support common SaaS modules while still adapting to specific business rules, approvals, fields, reporting, integrations, and customer-facing workflows.
Connected modules
CRM, HRIS, bookings, ordering, inventory, mobile, kiosk, projects, and custom workflows can work together.
Operational reporting
Use cleaner data across teams, customers, bookings, orders, stock, labour, tasks, and locations.
Integration-ready
Support API, webhook, Stripe payment, Xero workflow, website, form, and custom integration needs.
Customisable
Shape Dashify around unique teams, locations, approvals, custom fields, dashboards, and reporting needs.
Getting started
Quick answers before you try Dashify
Dashify can be introduced one workflow at a time. These links help new teams understand setup, support, and where each module fits.
Can we start with only one Dashify module?
Yes. Many businesses start with one workflow, such as CRM, rostering, bookings, inventory, or the mobile app, then connect more modules as the team needs more visibility.
How do we set up the business inside Dashify?
The organisation setup area covers the starting pieces such as company details, locations, user access, settings, and the structure needed before using modules day to day.
Does Dashify support custom workflows?
Dashify can support bespoke forms, custom fields, reports, dashboards, integrations, approvals, and workflows that match how your business operates.
Where do users go if they need help?
The Support Center includes setup guides and module help so admins and teams can find answers as they configure and use Dashify.
Need setup guidance?
Review the support area for setup steps, organisation settings, and module-specific help while your team gets started.