Dash CRM Development Status and an Appeal

Important Update: 07/08/25

To:  Dash Participants

current and future

From:  Jack and Tammy Klinefelter

co-founders of Direct Success Enterprises

We thank you for allowing us to provide you leads and we especially thank you for being our partner in building it out to serve the specific needs of the luxury marketing industry. Here are the fundamental features already working which have allowed us launch many of you who are enjoying your first DirectFlow leads:

Working For You Now:

Ads: branded with your main manufacturer product images that show your name, logo and also your community in the URL.

Landing pages: are optimized for conversion with a simple and clear call to action that show smiling faces which point to the benefits of the purchase.

Leads: showing up and workable in the CRM. Leads and notes are date stamped for follow up organization.

Inventory List: A duplicate of the list that you previously built so you can edit it and serve it up immediately without having to rebuild a list.

Carousel Feature: allows you to show several images and a video of your products

Lead Capture Form: An attractively designed form prospects can fill out when they visit the landing page that allows them  to provide their contact information and become a lead.

Dynamic automations: Messages are sent every other day, offering valuable insights about the exact product type the prospect inquired about. This positions the sales executive as a knowledgeable specialist without interfering with their personal follow-up.

The prospects who aren’t sure what product type they are interested in are given a series which informs them about the features and benefits of the different products to assist in their decision making.

Lead Enrichment: Robust lead enrichment that scrapes all legal internet information available about a prospect for the sales associates reference and relationship building usage.

Audience Intelligence: jumpstarting campaigns by uploading previously leads to improve lead quality and shortening Meta’s learning phase.

Soon To Be Activated: (2-3 weeks)

Date stamps: older leads are currently dated by the time they were imported, but a future update will have it reflect the original date it was captured. 

Phone numbers: Update Dash to incorporate all number in previous CRM

Note: please request all available past phone numbers and notes in an updated CSV from your past lead generation provider or marketing source(s). We can then update your leads in Dash with the full complement of information you paid for with your last agency.  

Email Update: 98-100% clickable sales associates email addresses on automations for prospects to engage with specialists with.

Integrations: Integrate with CRM’s and email marketing servers. 

Track Conversions: A performance per app view to show “page views vs. leads generated” so a conversion is attained. Also searchable by time windows for adjustment monitoring. 

Direct Web Widget: app to capture website home page leads.

ProductMatch: game app to capture leads both organically or with paid ads.

Customer Journey: A customer journey that moves prospects down a visible sales path to help sales associates track and aid their follow up. 

Responsive Automations with CTA’s that move the prospects down the sales funnel using AI when they take an action.

Notifications: that tell the sales associates that a prospect has taken an action so they can follow up in “real time.”

Add a Prospect: add organic leads to Dash CRM

Add Team Members: An in-profile on-boarding section for new sales associates. Management will be able to adjust rotation here.

Reporting: A view for management to review all prospecting activities in a single place. Sales associates prospecting activity reports and monitoring.

Task: sales associates can program and be reminded daily of the activities needed to move prospects closer to a sale.

Future Embellishments Scheduled Thus Far:

(TBD in 2025)

Mobile Friendly: mobile app with essential features that will allow sales associates to follow up with prospects, send important correspondence, and receive notifications.

Personalized Automations: The ability to program organic follow up automations.

Tagging: The ability to work leads in product type groups.

SMS: Full texting capabilities.

Performance Matrix: Ad budget activity per app and CPL reporting, including inside specific time windows to monitor marketing adjustments with. 

Invoice and estimate creation: send estimates and invoices without leaving Dash

Total inventory management

These are the main innovations that came to mind that I wanted to announce were working and in the cue. We admittedly have a group of newer ideas we need to sift through and assign to a priority category based upon the importance and time needed to develop the function, but these are the main categories on the radar as of today 7-6-2025.  

I feel inspired to mention that there are always refinements and a list of tweaks that need to be performed when a new platform hits the market. We knew when we embarked upon this project that it would take months to complete the first three phases, we also knew that until the sales professionals we serve started using it we wouldn’t know what bugs would need to be fixed as we hooked things up until we rolled it out. The real data allows us to learn from it and route things in mass properly. Please understand that the roll out at 75% of completion was intentional and necessary. 

You cannot build the most efficient CRM the industry has ever seen without the input of the marketplace and our clients. 

A quick story to justify our release at 75%:

When I was at Cox Communications (even back then a $3 billion dollar a year company), as a young district manager, I saw three fantastic projects die in the boardroom because the project managers wanted perfection without client or marketplace participation before they let it loose into the world. They were GREAT marketing ideas that received a lukewarm reception because they were half antiquated before they were released. Even after the supervisors released them they found you there were things the clients wanted and needed that they hadn’t anticipated so by the time it was totally functional it was hard to sell because it was old hat.

That is NOT the DASH CRM. Dash is built on a sound technical foundation that will allow expansion and countless innovation ideas from our clients as time goes by.

You, our clients, will help us build the CRM of your dreams so here is the appeal: DO NOT keep any frustrations, victories or ideas to yourself. The power of our agency is the collective needs, care and ideas that come from you. From the coalition of us refining lead generation in the luxury marketing space. You are our innovation fuel and because we will never quit innovating, Dash will never be finished. It will simply continue to improve! 

We are glad you are along for the ride! We apologize for some of the inconvenience change forces on us but we will all grow together and reach heights we’ve never been to before when it comes to creating an efficient and dependable stream of online revenue.    

“Innovation is the ability to see change as  an opportunity, not a threat.” - Steve Jobs