What Is a CRM Dashboard and Why Should You Care?
If you’ve ever wondered how CRMs work, or why everyone seems to be talking about them?
I’m glad you asked, and you’re in the right place!
A Customer Relationship Management system (CRM) is one of the most powerful tools a service-based business can have, but it can also feel confusing if you’re just getting started.
In this guide, we break it down for you.
We’ll walk through what a CRM dashboard actually looks like using Growth360 – our preferred CRM for small businesses – as a real-world example.
You’ll see how it helps you manage clients, automate tasks, track sales, and grow your business with less chaos.
Whether you’re researching CRMs for the first time or trying to make better use of one you already have, this article is your plain-English walkthrough of how it all works.
Growth360 is our go-to CRM for small business clients. It’s built to simplify your client communications, automate repetitive tasks, and keep everything in one place – so you can spend less time chasing admin and more time growing your business.
This guide will walk you through the Growth360 dashboard and show you where everything lives.
Whether you’re brand new to CRMs or just new to Growth360, this overview will help you get the most out of your setup.
Navigation Sidebar
The left-hand menu is your control centre. It gives you quick access to every section of Growth360, from contacts and calendar to automation and reports.
Search Bar + Quick Actions
Directly under the account switcher, you’ll find the global search bar – great for finding a contact fast.
Type in a name to jump straight to their record, check payment info, or add a new opportunity.
Next to it is the green lightning bolt icon: Quick Actions.
Click it to do things like add a contact, schedule a meeting, or send a review request without leaving the page you’re on.
Dashboard
The Dashboard shows high-level metrics about your business – leads in your pipeline, appointments booked, and more.
It’s the first screen you’ll see when logging in and gives you a real-time overview of performance.
Conversations
This is your all-in-one inbox.
Email, SMS, Facebook Messenger, and more – all your client chats are here.
Tabs you’ll find useful:
- Manual Actions – Call tasks and reminders
- Templates – Pre-written emails and texts
- Trigger Links – Links that trigger automations when clicked
Calendar
Growth360’s calendar syncs with your team’s availability, letting clients book in via your website or landing pages.
View upcoming appointments, set availability, and manage your schedule – all in one place.
Contacts
This is your database of people—clients, leads, past customers, and partners. Add them manually, import from a list, or collect info via online forms.
- Smart Lists: Filter and save dynamic contact groups
- Bulk Actions: Apply campaigns or tags to many contacts at once
- Tasks: Assign to-dos to yourself or your team
- Companies: Manage contacts by organisation
Opportunities
Here’s where your sales pipeline lives. Visualise deals at each stage and move contacts through your process – from lead to client.
Payments
Sell products, send invoices, track payments and subscriptions – all integrated with Stripe or PayPal.
Tip: Use Payment Links for one-off services or quick sales with no website needed.
Marketing
This section packs a punch. Email marketing, SMS, social posts, ad tracking, even affiliate management – all under one roof.
- Schedule social posts
- Build beautiful email campaigns
- Track affiliate links and commissions
- Use countdown timers in your sales pages
Automation
This is where Growth360 really shines.
Build workflows that send emails, assign tasks, trigger texts, or update records based on actions your leads or clients take.
Membership
Deliver courses, resources, or member-only content through a private client portal.
Great for coaches, consultants, or online educators.
Media Storage
Upload, store, and reuse images, videos, and documents.
All media is available across emails, funnels, and automations.
Reputation
Monitor and request Google reviews directly from your dashboard.
You can also respond to feedback and embed review widgets on your site.
Reporting
Track every part of your business: leads, revenue, calls, ads, and appointments.
Build custom reports or use built-in templates for Facebook and Google Ads.
Settings
Finally, head to Settings to customise Growth360 to fit your business. From user roles and email templates to integrations and pipeline stages—it all lives here.
Still Wondering if a CRM Is Right for You?
CRMs can feel overwhelming when you’re starting out – but they don’t have to be.
If you’re not sure where to begin, or if Growth360 is the right fit, book a free 20-minute chat with us.
No pressure, no jargon – just honest advice about what will work best for your business.
