01
Dynamic pipelines
Create different stages, rules, owners and criteria for every journey.
Adaptable by design
The CRM that fits your business. Never the other way around.
Design pipelines, stages, forms, tasks and indicators for your operation — from leads to suppliers, from SLAs to field teams. Everything connected, measurable and ready to keep working even without internet.
Tailored pipelinesOnline + offline PWAOperations + BI
1 corefor multiple operations
PWAonline and offline work
360°history of every relationship
BIfrom activity to outcome
One core. Countless ways to operate.
Go beyond storing customers: model the real work.
Dashify brings CRM, processes and intelligence together in a configurable structure. Every team sees the data, actions and indicators that matter in its context.
02
Data that fits the process
Configurable forms and fields capture exactly what the operation needs.
03
Stage automation
Trigger tasks, alerts, messages and integrations from workflow events.
04
Execution with context
Tasks, schedules, documents, evidence and history stay linked to the record.
05
Omnichannel relationships
Centralize WhatsApp, chat, voice, email and integrated channel interactions.
06
Access and governance
Roles, hierarchies and permissions keep every team in the right scope.
Your process comes first
Change the scenario. The CRM adapts.
Select an operation and watch the same core take on different fields, stages and indicators. Dashify adapts without turning every change into a new software project.
Kanban viewSales and pipelines
AMRCLS
AM72%
JD68%
RC79%
LS86%
MC100%
Automations active between stages
PWAOffline ready
Automatic synchronization
PWA for people who get work done
Work continues even when the internet stops.
The PWA experience takes operations to mobile and desktop with fast access, offline queues and sync when connectivity returns. Ideal for visits, outside sales, inspections and service delivery.
Forms, checklists and orders available on the device
Photos, location and evidence linked to the activity
Pending work sent automatically when the connection returns
Clear management
Track team effort, pace and outcomes.
From what needs to be done to what was delivered: tasks, deadlines, time records and outcomes feed productivity, quality and performance indicators.
Demonstration dashboardOperational performance
Updated now
Outcome by team member
AM
Ana MartinsRelationships
96% deliveries on time
RC
Rui CostaField services
91% deliveries on time
LS
Luiza SilvaNew business
87% deliveries on time
BI born from operations
Decide with the full picture, not isolated spreadsheets.
Every workflow movement feeds dashboards and reports. Compare teams, find bottlenecks, project outcomes and move from an indicator straight to the item that needs action.
Pipeline, forecast and stage conversionSLA, volume, cycle time and qualityProductivity by team, person or territory
PipelineForecastSLAProductivityQualityTerritory
SLA94%
Forecast+18%
CRM for every business relationship
If there is a journey, there is a CRM that can organize it.
Start with one critical process and expand on the same platform. The structure grows with new teams, rules, data and integrations.
LEADS
Sales and pipelines
Qualify opportunities, organize follow-ups and track forecast through close.
Stage conversionSLA
Service delivery
Control requests, deadlines, priority, evidence and resolution by contract.
SLA complianceSUPPLY
Suppliers
Run onboarding, documentation, approval and evaluation in an auditable flow.
Approval cycle timeFIELD
Field operations
Dispatch work, record location, photos and completion even without connectivity.
Completed work ordersMAILING
Mailings and campaigns
Segment lists, distribute contacts and measure attempts, replies and conversions.
Contact rateCS
Portfolio and customer success
Track health, commitments, risks and expansion opportunities across the base.
Portfolio healthFrequently asked questions
Flexible without losing governance.
What teams usually want to know before modeling their first operation.
No. Its workflow, stage, field and indicator structure can organize sales, suppliers, contracts, SLAs, services, portfolios, mailings and other relationship and execution processes.
Yes. Each workflow can have its own stages, forms, owners, rules and indicators while related data remains in the same core.
Modules prepared for offline operations can keep essential data on the device, queue actions and synchronize pending work when connectivity returns.
Yes. Activities, tasks, deadlines, time records and outcomes can power dashboards by person, team, workflow, period or territory while respecting configured permissions.
Yes. APIs, webhooks and automations connect Dashify to external channels, databases and services while keeping the CRM as the central operational view.
No. You can begin with one priority workflow, validate it in operation and expand in stages without losing the option to connect the whole journey later.
Your process. Your logic. One platform.
Talk to a specialistShall we design the CRM your operation actually needs?
Show us your current workflow. We turn stages, data and targets into a clear experience for the team and management.