CRM preview
A simple owner dashboard for small businesses.
Example preview only, not real client data. Rete can build CRM/admin dashboards for leads, follow-ups, customers, bookings, inventory, services, staff accounts, and reports.
New leads
18
Calls, forms, and chatbot requests
Follow-ups due
6
Owners can see who needs a reply
Customers
124
Notes, status, and contact history
Pipeline
$8.4k
Open quotes and possible revenue
Inventory/services
32
Cars, products, jobs, or service types
Recent inquiries
Website redesign for pool companyNew
CRM for used car inventoryNew
Booking system for pet careNew
Quote request for cleaning serviceNew
What can be built
- Lead pipeline
- Customer notes
- Appointment tracking
- Owner/admin login
- Employee accounts
- Reports/dashboard