Modularity Dashboard Pro · Business Suite

Your Website Becomes
Your Business Hub.

Dashboard Pro puts the tools you run your business with inside your WordPress dashboard: customers, leads, quotes, invoices, bookings, tasks, newsletters, social posts and traffic. One login. No extra subscriptions to stitch together.

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dashboard pro · today (sample) New leads 7 Bookings today 3 Money owed $2,140 Follow-ups 5 Tasks This week
The Suite

Everything You Run The Business With.

Start each day on a Today brief, then work through the tools below without leaving your site.

Today Brief

New leads, today’s and upcoming bookings, orders to ship, money owed, customer follow-ups, tasks, and this week versus last week, all on one screen.

Customers

A light CRM that merges your leads, store customers, bookings and quotes by email. Add tags, notes and follow-up dates, and import or export a CSV from Google Contacts, Outlook, Mailchimp or Excel.

Leads Inbox

Contact-form messages land in a real inbox with status, private notes, reply-by-email, and where each visitor came from, like Google, Facebook or an ad campaign. Export all leads as a spreadsheet.

Quotes and Invoices

Build a quote, email a private link, and your customer accepts it online. Convert it to an invoice, get paid by card through Stripe, and see what is paid, owed or overdue.

Online Booking

Customers pick a service, day and time. They get a confirmation, a reminder, an add-to-calendar file and a cancel link, and you can take a card deposit.

Tasks and Projects

Boards, list, calendar, table and timeline views, repeating tasks, @mentions, a morning summary email, and automations like “when a lead comes in, add a task.”

Newsletter

Grow a subscriber list from your site, send campaigns with a live preview, and set up a welcome series. Every message includes an unsubscribe link.

Social Posts

Make on-brand post images sized for Instagram, Facebook, LinkedIn, X, Pinterest and Google Business Profile, using your logo, colors and photos.

Traffic and Phone Taps

Page views, visitors, leads, and how many people tapped your phone number, with top pages and traffic sources. First-party and cookie-free.

Built For How Small Businesses Work

Replace The Pile Of Separate Tools.

Most small businesses run on a CRM here, an invoicing app there, a booking tool, a task board, an email service and a social scheduler. Dashboard Pro brings them together on the website you already own.

A new lead can become a customer, a quote, an invoice and a follow-up task without you copying a thing between apps.

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Works together
  • Leads become customers automatically
  • Accepted quotes can start a task and an invoice
  • Paid invoices update your Today brief
  • Bookings add to your calendar and your customer list
  • Newsletter sign-ups flow into Customers
  • Everything stays on your own website
Availability

Included With Growth And Up.

Dashboard Pro is part of the plan, not another bill.

Entrepreneur
$50/mo

Hosting with Modularity Maker included. Upgrade any time to unlock the business suite.

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Managed WordPress
$100+/mo

Every Managed WordPress plan includes Dashboard Pro and Modularity Maker, with us managing the WordPress side.

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FAQ

Common Questions.

It is the Modularity business suite that lives inside your WordPress dashboard: customers, leads, quotes and invoices, bookings, tasks, newsletters, social posts and traffic, all connected to your website.
The Growth plan and above on standard hosting, and every Managed WordPress plan. Modularity Maker, the AI website builder, is included with every plan.
They are built to work together, so a site built with Maker connects to your leads, bookings and store automatically. Dashboard Pro also works on a site you already have.
Yes. Invoices can include a Pay by card button through Stripe, and accepted quotes can ask for a deposit. Card numbers never touch your website.
No. Customers and leads export to CSV, and your site content is standard WordPress.
Yes. We can configure it with you and import your existing customers. Just ask when you sign up, or open a ticket from your client portal.
Modularity Dashboard Pro

Run Your Business From Your Website.

Choose Growth or any Managed WordPress plan and the business suite comes with it.

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