IYBS CPDash
Delegate. Collaborate. Organize.
All From One Place.
Built-in Automations and Integrations
No need to combine different product solutions together.
Boost Productivity
You can handle the needs of your internal team and your customers all in one place.
Secure Client Management Portal
Securely share files and other data with your customers.
Project & Task Management
Create recurring tasks, subtasks, and more. Stay organized, delegate and collaborate with your team and freelancers.
Ready to stop mashing it all together to get what you need?
Get Started with IYBS CPDash
Why Use IYBS CPDash?Â
Seamless Integration
Seamless Integration of the most important tools you use to efficiently run your business.
Email and Messaging Feature
Build automated drip campaigns, collect leads, send secure messages to a single client or internal staff member.
Deal Stages Pipeline
Allows you to track key metrics during a sales process through each stage of a customers journey.
Chat Features
Use the real time chats, 1 on 1 group chats with browser notification to communicate with your team.
Powerful File Sharing Features
Use our highly organized file structure that allows file sharing, file requests, and versioning.
Billing & Invoicing
Build out estimates and invoices, recurring invoices, proposals, and internal time tracking for tasks and projects.
Ready to stop mashing it all together to get what you need?
