Custom Dashboard Spotlight
CRM Panel — every contact, deal, and insight in one dashboard
A lightweight, custom-built CRM for growing teams. Track leads, move deals through your pipeline, and read the numbers that matter — without stitching together five different tools.
Most growing teams end up running their sales process across a spreadsheet, an inbox, a spreadsheet-for-the-spreadsheet, and whichever reporting tool someone signed up for last quarter. CRM Panel was built to replace that sprawl with a single custom dashboard — one place to manage contacts, follow deals through your pipeline, and see the reports that actually inform decisions.
ORDER SYNC
Every order, synced the moment it comes in
New WooCommerce and Shopify orders land in CRM automatically — matched to an existing contact or created as a new one, with order value, items, and status attached from the start.
- Orders sync in real time from WooCommerce and Shopify
- Repeat buyers are flagged and grouped automatically
- Order status updates without leaving the CRM panel
EVERYTHING IN ONE PANEL
Every tool your team was juggling, built in
No extra subscriptions, no data stuck in a spreadsheet nobody else can open.
Contacts & deal pipeline
Every lead and customer in one searchable list, with deals tracked through custom stages you define.
Task automation
Auto-assign follow-ups when a deal changes stage.
Team roles
Control exactly what each teammate can see or edit.
Custom reports
Build a report once, pin it to your dashboard.
Integrations
Syncs with WooCommerce, Shopify, and email.
ANALYTICS & REPORTS
Know exactly what's working
Revenue forecasts, conversion rates by stage, and channel performance update automatically as deals move — so your next decision is based on this week’s numbers, not last quarter’s guess.
- Custom date-range and per-owner reports
- Automatic revenue forecasting from open pipeline
- Export any report to CSV in one click
GETTING STARTED
Up and running in four steps
1
Create your account
Set up your CRM account and get your workspace ready to manage everything in one place.
2
Add your users
Create users and assign the right access so your team can work together efficiently.
3
Create and manage orders
Add new orders, manage order details, and keep your sales activity organized.
4
Manage your business
Use the CRM to manage users, orders, and your day-to-day operations from one place.
FAQ
Common questions before you switch
Does it integrate with WooCommerce or Shopify?
Yes. Connect either platform and new orders automatically create or update contact records in your CRM.
Can I customize the pipeline stages?
Yes. Rename, reorder, or add stages so the pipeline matches how your team actually sells.
Is there a limit on contacts?
No hard limit. The panel is built to stay fast even as your contact list grows into the tens of thousands.
Can I control what my team sees?
Yes. Role-based permissions let you restrict access to specific deals, reports, or contact lists per teammate.
Can I export my data?
Yes. Every report and contact list can be exported to CSV at any time — your data is never locked in.
Is this a hosted product or self-installed?
NaviWeb builds and deploys the panel for your site, then hands over full access and documentation.
Ready to bring your sales process into one place?
Free walkthrough of your data, no obligation. See how CRM Panel would look with your contacts inside it.
