Leader CRMAn owner dashboard for the whole car-shipping sales floor
See if every system is working, how today compares with yesterday, and who is booking, without asking anyone.
Watch it work
Leads, quotes, orders, calls and texts for the whole team.
Owner dashboard: what it does
Leaderboard
Top Dispatchers ranks salespeople by orders dispatched this month and names last month's champion.
Lead sources
Every lead vendor, the website and quotes made by hand, with what each brought in: quoted, orders, dispatched, picked up, delivered, cancelled.
Sign-in code by email
After the password, a six-digit code goes to the salesperson's email.
Activity log
Changes and problems, with who and when.
How it works on a sales day
- Open
The dashboard opens on Today. Switch to 7 days or 30 days.
- Check
One panel says whether phones, email, Central Dispatch and follow-ups are working.
- Act
Open a salesperson, a lead source or a problem line for the details.
Owner dashboard: questions
Can salespeople see the owner dashboard?
No. The admin panel is for the super admin. Salespeople sign in to the CRM itself.
Does it show which lead source books?
Yes. The lead sources page shows leads, quoted, orders, dispatched, picked up, delivered and cancelled for each source.
Can I compare periods?
Yes. The dashboard shows Today, 7 days or 30 days, and today's tiles compare with yesterday at the same time.
See Leader CRM on your own leads
On a live call, Brian walks you through quotes, follow-ups, orders and the owner view, then sets up your free trial.
Or email Brian
hello@kingpinsites.com