Pipeline
Leads by stage and source, quotes outstanding, win rate.
CRM · Dashboards
Dashboards that show how the business is doing without building a report.
Site & Wire builds internal dashboards that pull live data from your CRM, projects, payments and accounting so owners and managers can see pipeline, active work, money outstanding and team performance at a glance.
Internal Business Dashboards
Common dashboard views
Work in progress
Active projects, upcoming milestones, overdue tasks.
Money
Invoices due, paid this month, recurring revenue from memberships.
Team
Workload and activity per person.
Questions
Common questions
- Can it use data from tools we already have?
- Usually yes, through their APIs. See integrations.
- Who can see it?
- Access is role-based; financial views can be restricted to owners.
Related
Connected services
Most projects combine more than one of these.
CRM & Business Systems
Custom CRM, lead management, portals, project management and dashboards.
Learn moreIntegrations
Stripe, QuickBooks, Google Workspace/Drive, n8n, Supabase, booking and API integrations.
Learn moreCustom CRM Development
Custom CRM systems built around a business's own process.
Learn moreEmployee Portals
Role-based staff workspace: tasks, schedules, documents, requests.
Learn moreRelated services
Next step
Tell us what you need built.
Book a short call or start a project. We work with clients locally around Fayetteville, NC and anywhere in the US.