CRM

Unified CRM.

Revolutionize your business operations with our comprehensive CRM system for enhanced efficiency and productivity.

Eliseo  M.

Vose Media

Dashclicks has allowed me to simplify my agency by offering many features in one single platform. It also makes scaling my agency easy because they have people handling the work for me & are quick to respond to any requests I have.
Facebook

One place. All your contacts.

Stay ahead with a versatile set of features for managing and segmenting your contacts. Take your conversations and customer relationships to new heights.

Real-time Smart Lists

Empower your sales team with real-time, automated filtering and segmentation, offering unprecedented visibility into customer data.

Unified Communication

Streamline all communication with leads, prospects, and customers directly from your contact cards, ensuring conversations remain relevant and current.

Contact Card Centralization

Manage all aspects of contact relationships within a single contact card - from SMS and email conversations to scheduling meetings, adding notes, and viewing associated events.

One-Click Sub-Accounts

Instantly create sub-accounts for your contacts directly from the contact card with a single click, simplifying account management.

Manage Columns

Personalize your view by configuring and managing columns, providing a tailored and efficient user experience.

Contact DND

Control your do-not-disturb settings on a per-contact basis, allowing you to opt specific contacts out of email, SMS, or both, based on their preferences.

Custom Properties

Need more specialized fields? Create custom fields and map your data to them, ensuring your contact information is organized and comprehensive.

Real-time Smart Lists

Empower your sales team with real-time, automated filtering and segmentation, offering unprecedented visibility into customer data.

Unified Communication

Streamline all communication with leads, prospects, and customers directly from your contact cards, ensuring conversations remain relevant and current.

Contact Card Centralization

Manage all aspects of contact relationships within a single contact card - from SMS and email conversations to scheduling meetings, adding notes, and viewing associated events.

One-Click Sub-Accounts

Instantly create sub-accounts for your contacts directly from the contact card with a single click, simplifying account management.

Manage Columns

Personalize your view by configuring and managing columns, providing a tailored and efficient user experience.

Contact DND

Control your do-not-disturb settings on a per-contact basis, allowing you to opt specific contacts out of email, SMS, or both, based on their preferences.

Custom Properties

Need more specialized fields? Create custom fields and map your data to them, ensuring your contact information is organized and comprehensive.

MOBILE APP

Bring DashClicks on the go.

Access the power of the world's #1 marketing agency platform from the palm of your hands with real-time notifications and updates.

Streamline your workflow by managing your contacts, communication, and segmentation all from your mobile device.

Filter your contacts with ease using smart lists, enabling you to access relevant contact data from anywhere.

Keep communication channels unified by engaging in two-way conversations via email and SMS directly from your mobile device.

Access dynamic contact cards on the go, providing you with all the relevant customer information you need in one place.

Maintain an organized sales process with efficient contact management, even while away from your desk

Stay informed and up-to-date with real-time notifications for contact updates, messages, and reminders, ensuring you never miss an opportunity.

FAQ

You've got questions, we've got answers.

How many contacts can I add to my white label CRM system?

You can have unlimted contacts stored in your CRM.

Can I import my CRM data?

Yes. You can import your current CRM data through two methods: import your data from an existing CRM using our data transfer feature, or by uploading a CSV file. Then, simply make sure that your values match within the Contacts app, and you’re all set.

You can grab a template CSV file for reference when clicking the “Import” button.

Can I add custom data to a contact record?

Yes. You can easily create new properties for any records by using the Manage Properties menu. Name your field, select an input time, and organize it among the existing fields in any order you prefer.

Can I change my sub-accounts contact record?

Yes, but with limitations. Once a sub-account owner accepts the invite and creates their own account, they have the freedom to personalize their information the way they want. You won’t be able to edit most fields at this time. However, you will still be able to edit:

- Followers
- Business/People Associations
- Deals- Website
- The Record Owner

Can I organize my CRM in any way?

Yes. The Contacts app features the ability to create Smart Lists. These act as filters in which you can define custom parameters for that list. Any contact records that meet those parameters will fall underneath that list.

You can also add custom tags to any record at any time.

What kind of attachments can I store in a contact record?

You can upload the following file types:

- Images
- JPEG, PNG, GIF, BMP
- Text - Plain, CSV- Video
- MP4, MPEG, AVI, WEBM, QUICKTIME
- Audio - X-WAV, MPEG, WAV
- Application
- MSWord, Zip, PDF

What type of information can I store in a contact record?

The contacts app allows you to incorporate everything you need to know about a person or business. This includes contact details, addresses, website URLs, social handles, and more.

Can I export data from the Contacts app?

Yes. Exporting data from DashClicks' white label CRM app is as easy as selecting a contact list and hitting the export button. This will allow you to download a CSV file in seconds.

Can I use the same contact information for a person and a business?

Yes. We understand that there are situations in which an individual and the business are the same. For this reason, our system supports using the same data for two different types of contact records. With this in mind, you cannot use the same data for two identical person records or two identical business records.

Can I associate my deal information with a contact?

Yes. You can easily associate a deal with a person or business through the contact record or through the deal record. This makes it easy to organize your data regardless of where you are within the platform.

Can I get rid of data I don’t want to view?

Yes. You can easily add or remove columns from your contact records or table at any time. The only fields that you must keep are the person’s name, the business’s name, and the associated email address.

Can each user on my main account customize their own CRM?

Your contacts list is constant regardless of who is accessing the account. However, each user has the ability to customize the contact table view and the contact record view in the way that they prefer.

Thousands of 5 star reviews can't be wrong..

Tim R.

Love the services I receive from DashClicks. Ease of use from the dashboard. I can easily see the work that is going on for my clients.

Finau F.

Dashclicks should your trusted partner! They genuinely care about the clients, go above and beyond and are extremely attentive and responsive. Keep up the good work guys.

Aaron J.

Great customer services, and amazing company.. the services that they provide have changed the game.. gotta love Dashclicks.. seriously guys just try it!

Finn F.

Dashclicks is the way to go! Easy to onboard clients, great price point, and excellent support!

Julian L.

DashClicks has been the best investment we have made at our company. We are growing fast, able to fulfill orders without with slowdowns and it's all thanks to DashClicks.

Sami S.

This has literally changed the way I do business. My business has increased since I started and I'm still learning. They are very professional and deliver an amazing project. Instasites has changed my life! Thank you!

Allen W.

Incredible company and product! They have an instasite program that is unlike any thing I have seen. Simple to use and quick customer responses.

De'Ja E.

5 stars! Dashclicks is simply amazing! They educate you and give you the tools necessary to scale your agency. I highly recommend!

Joe M.

Absolutely brilliant platform and a brilliant company. I have been super impressed with every aspect of my dealings with Dashclicks and have used their services to generate countless leads and businesses!

Nathaniel L.

Loving the platform! Everything's very easy to use. It's quick when getting started and can be very flexible.

Yanez R.

I've worked many different projects with dashclicks over all they are a great platform! If you are looking to grow with a company this is it right here.

Gavin T.

DashClicks is awesome. The interface and ease of use is extremely useful. Highly recommend.

Stephen d.

A++ definitely recommend! Brilliant platform and a brilliant company. I have been super impressed with every aspect of my dealings with Dashclicks and have used their services to generate countless leads!

Robert N.

This is one of the greatest innovations to appear on the digital marketing landscape in years!

Danny M.

Let's scale this baby up!  I feel optimistic to be able to scale my agency significantly. It's robust but not complicated. Flexible.

Alec B.

I was fortunate enough to actually meet the team at the DashClicks Headquarters and they are some awesome people who do great work! I would definitely recommend them, you will not regret working with them!

Dean D

I love that everything is in one place and my clients can log in and check on there own accounts with a fully branded dashboard. Also DashClicks offer fulfilment so I am able to offer more to my clients as a startup than I would normally be able to! Leverage is key.

Starting with DashClicks is easy, fast, and free.

No credit card required. Free for 14 days.

Unlimited Sub-Accounts

Unlimited Users

All Apps

All Features

White-Labeled

Active Community

Mobile App

Live Support

100+ Tutorials

Unlimited Sub-Accounts

Unlimited Users

All Apps

All Features

White-Labeled

Active Community

Mobile App

Live Support

100+ Tutorials

Unlimited Sub-Accounts

Unlimited Users

All Apps

All Features

White-Labeled

Active Community

Mobile App

Live Support

100+ Tutorials