When to build a custom dashboard
The signs that spreadsheets and chat threads are no longer enough for your operations.
A practical system should make the next step easier for both the customer and the business. The goal is not more software for its own sake, but clearer information, faster response, and less repeated work.
Example handover shape
const lead = await captureLead({
source: "website",
serviceType: "booking-system",
preferredContact: "whatsapp"
});