CRM & Lead Management
Manage customer profiles, leads, forms, activity, and account history in one connected CRM.
- Customer profiles
- Lead pipeline
- Forms and insights
Dashify Features
One platform for the workflows that run your business
Dashify brings CRM, HRIS, booking, purchase ordering, inventory, projects, and staff operations into a single connected dashboard.
Choose the modules your business needs today, then scale into more workflows as your team, locations, and processes grow.
01Centralise work
Bring staff, customers, bookings, inventory, orders, and tasks into one place.
02Automate admin
Reduce manual follow-up with connected forms, notifications, approvals, and reporting.
03Scale cleanly
Add modules and workflows as your team, customer base, and locations grow.
Core modules
Key Dashify features
Each module solves a specific operational problem, but the real value is how they work together.
HRIS & Employee Management
Handle hiring, onboarding, employee records, training, projects, rosters, and time tracking.
- Onboarding
- Training and tasks
- Rostering and time clock
Purchase Order & Inventory
Control inventory, supplier orders, sales orders, returns, fulfilment, CRM accounts, and reporting.
- Inventory
- Supplier orders
- Sales fulfilment
Online Booking System
Take online reservations, manage availability, accept payments, and keep booking activity organised.
- Reservations
- Table management
- Stripe payments
Kiosk Time Clock App
Turn a smart device into a staff kiosk for shift clock-ins, breaks, attendance, and approvals.
- Clock in/out
- Break tracking
- Shift approvals
iOS & Android Mobile App
Manage the business on the go while employees manage profiles, shifts, training, and tasks from their own device.
- Admin tools
- Employee profile
- Shifts and tasks
Project & Task Management
Manage daily tasks, ad hoc work, project stages, responsibilities, and project budget visibility.
- Daily tasks
- Ad hoc work
- Project budgets
Custom Dashify Solutions
Build bespoke workflows, forms, dashboards, integrations, automation, and reporting around how your business operates.
- Bespoke workflows
- Custom integrations
- Tailored reporting
Mobile app
Manage the business and support employees from iOS and Android
Dashify’s mobile app gives admins a way to manage key business workflows on the go, while employees can access the tools they need without logging into the full admin dashboard.
- Admins can manage operational workflows, staff activity, and business information from their phone.
- Employees can manage their profile, view shifts, complete training, and keep up with assigned work.
- The mobile app works alongside the kiosk Time Clock App for shift tracking and employee-facing workflows.
Why Dashify
Benefits beyond individual modules
Dashify helps small and medium businesses reduce disconnected admin, improve visibility, and manage more of the operation from one software platform.
One connected platform
Run CRM, HRIS, bookings, inventory, ordering, projects, and operations without jumping between disconnected tools.
Better reporting
Use connected operational data to understand customers, staff, orders, bookings, and business performance.
Flexible integrations
Connect Dashify workflows with forms, webhooks, APIs, email, SMS, payments, and other business systems.
Secure access
Keep business data organised with user permissions, secure dashboards, and role-based access controls.
Scale module by module
Start with the features you need now and add more Dashify modules as your operation grows.
Support when needed
Get help from a team that understands Dashify workflows and the operational problems they are solving.
Real usage
Built for businesses that need operational software to keep up
2M+Reservations made
$3M+Card payments processed
4M+Branded emails sent
10K+Employees onboarded
Not sure where to start?
Tell us how your business works and we’ll map the right Dashify modules
Whether you need CRM, HRIS, bookings, inventory, task management, or a custom workflow, Dashify can be shaped around the way your business operates.
