Customer profiles
Store contact details, preferences, notes, tags, and custom fields in one searchable record.
Dashify CRM
CRM software built around real customer moments
Bring customer profiles, leads, bookings, forms, notes, and follow-up into one connected workspace for hospitality and service teams.
Dashify gives your team the context to respond faster, personalise service, and keep every enquiry moving.
01
One customer view
Keep profiles, preferences, notes, forms, and activity together.
02
Cleaner follow-up
Track ownership, priority, status, and next actions for every lead.
03
Better channel insight
Understand which forms, bookings, and campaigns create opportunities.
What it handles
A practical CRM for venues, groups, and service operators
Dashify CRM focuses on the everyday customer work that sits between marketing, bookings, forms, and operations.
Lead pipeline
Move enquiries through clear statuses so the right person knows what needs action.
Form capture
Turn website forms, applications, and requests into contacts and leads automatically.
Timeline history
See emails, bookings, forms, notes, and internal updates in chronological context.
Branded communication
Send consistent responses and notifications without losing the customer record.
CRM insights
Track source, activity, and customer growth so your team can improve what happens next.
Customer records
Turn scattered context into one reliable profile
Every customer record can hold the details your team needs before they reply, book, follow up, or hand work over.
Instead of spreading customer context across inboxes, spreadsheets, and disconnected tools, Dashify keeps the operational record in one place.
- Custom fields for preferences, enquiry types, groups, and internal notes.
- A clean contact view with activity, lead status, and recent touchpoints.
- Searchable customer information that stays useful as your database grows.
Lead management
Keep enquiries visible from first contact to conversion
Capture new opportunities, assign ownership, set status, and make follow-up work obvious.
The CRM pipeline helps teams move faster because every enquiry has a clear source, stage, and next action.
- Organise enquiries by status, source, priority, and team member.
- Use branded email replies and notifications to keep customers informed.
- Connect form submissions and booking activity directly to lead records.
Simple CRM pricing
Grow your customer database without paying per contact
Dashify is billed month to month with no lock-in contracts, so your CRM can grow with your operation.
Forms and capture
Build the front door for better customer data
Create forms for enquiries, applications, requests, bookings, and internal workflows, then route the result into CRM.
Dashify forms help teams capture the right information upfront, reduce manual entry, and keep the next step tied to the customer record.
- Create custom fields without forcing every process into the same form.
- Convert submissions into contacts, leads, tasks, or operational requests.
- Use structured data in follow-up, reporting, and connected workflows.
Timeline history
Give every conversation a visible history
See what happened, who handled it, and what the customer needs next.
The customer timeline makes handovers smoother because the important details are recorded beside the customer, not buried in someone else's inbox.
- Track notes, form submissions, email events, bookings, and internal updates.
- Keep a practical audit trail for customer-facing and operational teams.
- Use history to personalise service without relying on memory.
Reporting and automation
Understand what is working and connect the next step
Dashify CRM helps you see where customers come from, which channels create leads, and how your team follows through.
Use integrations and webhooks to connect CRM activity with the platforms your business already relies on.
- Review lead source, customer growth, channel mix, and activity patterns.
- Connect workflows with tools such as Zapier, Mailchimp, SendGrid, and Twilio.
- Build cleaner reporting across CRM, bookings, applications, and marketing.
