AI service
Client Pipeline & Dashboard
See every lead, call and deal in one place.
The HazirMinds Client Pipeline & Dashboard gives you a CRM pipeline and one dashboard to track leads, client activity, deals and call history. What your other services capture lands in the same place.
Problems it solves
Three everyday problems the Client Pipeline & Dashboard takes off your plate.
The problem
Leads scattered across inboxes and notebooks
What changes
One pipeline for every lead and deal.
The problem
Nobody knows what happened on the last call
What changes
Call history sits next to each contact.
The problem
You can't see what's working
What changes
One dashboard for leads, client activity and deals.
What you get
Everything in the standard Client Pipeline & Dashboard service.
- A CRM pipeline
Every lead and deal, stage by stage.
- One dashboard
Leads, client activity, deals and call history together.
- Call history
Every call, next to the contact it belongs to.
- Role-based access
Each person sees what their role allows.
- Your data, exportable
A full export in a standard format if you leave.
How it works
- Step 1
We learn how you track leads today
Your stages, your team, and what counts as a won deal.
- Step 2
We set up your pipeline and dashboard
Your stages and your access rules, in your isolated environment.
- Step 3
Leads and calls flow in
Calls, conversations and follow-ups show up next to each contact.
- Step 4
You review, we refine
We look at what's working with you and adjust as you grow.
Your data
Your pipeline belongs to you
Your contacts and relationships stay yours, whatever happens.
Security & data protection →You own your data and your client relationships.
Full export in a standard format within 90 days if you leave.
Access is role-based, so each person sees what their role allows.
Every consequential action is logged in an audit trail.
Your pipeline lives in your own isolated environment.
Your data isn't used to train models for others without your written opt-in.
Included vs. scoped separately
Included in the standard service
- A CRM pipeline for every lead and deal
- One dashboard for client activity
- Call history next to each contact
- Role-based access for your team
- Full data export if you leave
- Managed hosting with monitoring, maintenance and updates
No setup fee for standard services.
Scoped and quoted separately
- Custom integrations with your existing business systems
- Advanced automation and workflow redesign
A setup fee applies only when customization is required. How pricing works
Pipeline & Dashboard questions
See all questions →Can I export my data?
Yes. You own your data, and you get a full export in a standard format within 90 days if you leave.
Who on my team can see what?
Access is role-based and enforced by the system, so each person sees only what their role allows.
Does it show calls from the AI Receptionist?
Yes. Call activity is visible in your dashboard, and call history appears next to each contact.
Can it connect to the tools we already use?
Custom integrations with your existing business systems are scoped and quoted separately.
How is the Pipeline & Dashboard priced?
Pricing is custom, based on your use case and complexity. It's month-to-month with no setup fee for the standard service.
Not sure where AI fits into your business yet?
That's exactly what the first conversation is for. No pressure, no pitch — just a look at what's possible for you.