New Custom CRM & Agent Console

A system built around how you sell.

Capture leads, manage relationships, move deals forward, and see the performance that matters in one custom-built console.

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Dyme Squad Media LLC: Full Details

Custom CRM + Agent Console

What it is (clear positioning)

Dyme Squad Media LLC Custom CRM + Agent Console is a workflow-based system that helps you capture leads, manage relationships, track your pipeline, automate follow-ups, send outreach fast, create quotes/invoices, track payments, track commissions, and see real-time performance, with an Agent Console for teams and reps.

It’s not “just software.” It’s a custom-built console designed around how you sell, so your business runs smoother and opportunities don’t get lost.

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Built for your business

What makes it different (why there’s no other CRM like yours)

  • Custom-built to your workflow (not a template you have to force-fit)
  • Everything can update automatically once your workflow is set
  • Money + pipeline + performance in one place
  • One-button actions from the dashboard (send an email or place a call)
  • Bulk outreach built in: send 100+ individual emails using ready-made outreach templates in under 30 minutes
  • Affiliate program + commissions tracking included
  • Invoices + Quotes + Payment tracking included
  • Quarterly revenue tracking included
  • No extra fees per function, features aren’t locked behind add-ons
  • Plus a special feature revealed during your Free Demo (teased, not named)

Core CRM (relationship + lead management)

Custom CRM and Agent Console dashboard

1) Contact & company records (single source of truth)

  • Store contacts with custom fields (service interest, budget, location, timeline, notes)
  • Tagging + segmentation (hot leads, follow-up needed, by service, by source)
  • Full activity history so you can pick up conversations instantly
  • Records stay current with automatic updates based on your workflow

2) Lead capture + intake

  • Leads can be added manually, imported, or captured from your intake process (based on your setup)
  • Auto-tagging and auto-assignment options
  • Lead source tracking so you know what marketing is working

3) Pipeline management (visibility + control)

  • Pipeline stages (example): New → Contacted → Follow-up → Booked/Paid → Retained
  • Custom stages available (proposal sent, awaiting deposit, etc.)
  • Clear next steps so nothing sits untouched
  • Optional automation: stage movement can update automatically based on actions (ex: payment received)

4) Follow-ups + tasks (revenue protection)

  • Reminders, due dates, and follow-up tracking
  • Automated follow-up workflows (based on your rules)
  • “At-risk” flags for leads that haven’t been touched or deals that stall

5) One-button communication from the dashboard

  • One button to send an email
  • One button to place a call
  • Faster response time = better conversions and fewer lost leads

Outreach Engine (speed + consistency)

Bulk outreach email feature

Ready-made outreach emails built in (plug-and-send)

  • Send 100+ individual emails in less than 30 minutes
  • Designed for:
  • follow-up sequences
  • lead reactivation
  • weekly outreach pushes
  • consistent nurturing without messy manual work

Money + Sales Documents (built in)

Money tracking, quotes, invoices, and payments

Quotes

  • Create and send quotes/estimates to move leads toward a decision faster
  • Track quote status so you know what’s waiting on approval

Invoices

  • Create and send invoices
  • Track invoice status and client payment progress

Payment tracking

  • Track paid, pending, overdue, and payment status by client/deal
  • Clear visibility into what revenue is collected vs outstanding
  • Optional automation: payment status can trigger pipeline updates and reporting updates

Quarterly revenue tracking

  • Track revenue by quarter to measure growth and performance trends
  • Helps with forecasting, goal setting, and leadership reporting

Agent Console (team performance + accountability)

Built for businesses with reps/agents/sales partners.

Agent Console performance dashboard

Agent profiles + assignment rules

  • Track each agent’s:
  • leads assigned
  • pipeline activity
  • follow-ups completed
  • conversions and revenue impact
  • Management visibility: see who is working leads and where support is needed
  • Performance reporting that updates automatically

Affiliate Program (referrals + commissions)

Affiliate and commissions tracking dashboard

Built-in affiliate/referral tracking inside the console

  • Track:
  • referral source attribution
  • affiliate performance (who sends what)
  • conversion results

Commissions tracking

  • what’s owed
  • what’s paid
  • what’s pending
  • Keeps payouts organized and prevents missed or disputed commissions

Real-time reporting + analytics

Live dashboards (no manual spreadsheets)

  • Track:
  • lead sources + conversions
  • pipeline volume by stage
  • follow-up completion
  • agent performance
  • affiliate performance
  • revenue and outstanding payments
  • Leadership can see what’s happening without chasing the team

Automations (the “everything can update automatically” advantage)

Examples of automations you can include based on the client’s workflow:

Workflow automations

  • New lead → auto-create record, tag, assign owner/agent
  • Follow-up tasks created automatically
  • Stage updates based on actions (reply received, meeting booked, quote sent, invoice sent, payment received)
  • Overdue reminders + stalled deal alerts
  • Weekly reporting snapshots generated automatically
  • Dashboards update automatically as activity happens

Best fit (who it’s for)

One operating system for your customer relationships.

  • Service providers who need consistent follow-up and fast outreach
  • Teams using agents and/or affiliates who need accountability
  • Businesses that want one system instead of multiple tools
  • Brands that want a CRM that feels like a full operating system, not a contact list

Ready for a closer look?

We don’t just give you a CRM, we give you a system.

Custom workflow, automatic updates, money tracking, quotes and invoices, payment and commission tracking, real-time analytics, and an Agent + Affiliate setup built for performance, without extra fees per function. And we reveal a special feature during your Free Demo.

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