ONE VIEW OF THE WORK THAT MATTERS

CRM & Business Dashboards

Custom CRM and dashboard systems that organize leads, customers, tasks, status, and verified business metrics around your operation.

Replace scattered spreadsheets and disconnected tools with a usable operating view built around the way your team works.
STARTING PRICE$499 audit or $4,500 design

A CRM Workflow Audit starts at $499. Dashboard Design starts at $4,500; a secure custom dashboard build starts at $15,000.

Does this sound familiar?

A focused project starts with the operating problem—not a pile of software.

Leads live across texts, inboxes, notes, and spreadsheets
Follow-up depends on somebody remembering
Owners cannot see pipeline or work status in one place

Who this service is built for

Jalixa confirms the final scope, price, timing, responsibilities, and terms in writing before work begins.

Teams losing track of leads or follow-up
Owners who cannot see work status in one place
Businesses combining information from several tools
Companies that need a customer or employee portal

What the engagement can include

Only the capabilities included in the approved written scope become deliverables.

Workflow and data-source discovery
Role-aware dashboard and CRM design
Lead, customer, task, and status organization
Source-labeled reporting and blank-state controls
Responsive owner and team views
Access, calculation, and handoff testing

A controlled path from idea to launch

Every build follows a defined quality gate, visible completion check, and evidence-based handoff.

01

Map the workflow, users, sources, and decisions.

02

Confirm the screens, fields, roles, and source definitions.

03

Build and test the approved system with safe test records.

04

Launch with access controls, operating guidance, and evidence.

Related Jalixa services

Combine only the services that support your actual operating and customer-acquisition goals.

Build a package around your business.

No payment is collected with the application. Jalixa reviews the request and confirms the exact scope, price, and terms in writing.