Home
  1. All services
  2. Custom websites
  3. Online booking
  4. Online payments
  5. CRM & dashboard
  6. Team management
  7. Automation & email
  8. SEO & analytics
Projects Contact IG · LD — aesthetiq.pt
// Services · Dashboard and client management

A CRM built around your business. All your clients, in one place.

Spreadsheets, notebooks and scattered messages make way for a simple dashboard built around the way you work. Every client with their history, every request with its status, and your business numbers always in view.

I want my dashboard See what's included
// What's included

CRM & dashboard, without template limits.

  • Client records

    Contacts, history, notes, documents and bookings for every client.

  • Requests and proposals

    Where each quote stands, from first contact to close.

  • Dashboard with metrics

    Sales, new clients, revenue and lead sources, in real time.

  • Connected to your website

    Forms, bookings and payments go straight into the dashboard.

  • Tasks and alerts

    Follow-up reminders so no client is forgotten.

  • Access per person

    Each team member sees only what they need.
// Who it is for

Made for businesses like yours.

  • Service providers
  • Real estate
  • Clinics
  • Agencies and consultancies
  • Construction and renovation
  • Training centres
  • Associations
  • Growing small businesses
// How it works

From first contact to loyal client.

What you gain
  • No request lost in your inbox
  • Decisions based on real numbers, not guesses
  • The whole team working from the same information
  • A dashboard that grows with your business

The dashboard tracks every request and tells you what to do next.

Step by step
  1. Request on the websiteLands in the CRM with all the details.
  2. Proposal sentWith status and reply deadline.
  3. Follow-up reminderIf the client does not reply.
  4. Client wonHistory and documents in one place.
  5. Monthly reportThe right numbers, no manual maths.
// The difference

Off-the-shelf software or custom crm?

Off-the-shelf softwareCustom CRM
FieldsDozens you never useOnly the ones that matter to you
PriceMonthly fee per userNo per-user monthly fee
Website connectionComplicated integrationsBuilt in from day one
Learning curveWeeks to get used to itSimple, because it was designed with you
// FAQ

The usual questions. Honest answers.

How is this different from HubSpot or Pipedrive?

Those tools serve thousands of companies and make you adapt to them. A custom CRM has only what you use, with your business’s language and stages, and it is connected to your website.

Can I import my existing clients?

Yes. I import your data from Excel, Google Sheets or another tool, and organise it.

Does it work on mobile?

Yes. The dashboard is responsive and works on desktop, tablet and mobile.

Is client data secure?

Access is protected by accounts and permissions, with regular backups and GDPR safeguards.

// Other services

Everything can work together.

  1. 01

    Custom websites

    A design of your own — immersive, fast, responsive and easy to manage.

  2. 02

    Online booking

    24/7 booking, deposits, confirmations and automatic reminders.

  3. 03

    Online payments

    Card, MB WAY and Multibanco: online shop, deposits, gift cards and subscriptions.

  4. 04

    Team management

    Rotas, tasks, time tracking and documents, on mobile.

  5. 05

    Automation & email

    Automated emails, newsletters and processes that run themselves.

  6. 06

    SEO & analytics

    Show up on Google and Google Maps, with real numbers on your visitors.

See all services
// Next step

Stop managing clients in spreadsheets. Watch them grow.

Show me how you work today. Together we will design a dashboard that saves you hours every week.

I want my dashboardChat on WhatsAppCall +351 912 628 391

Free, no-obligation first call · Portugal and worldwide