Every feature, grouped
by who actually uses it.
DSConnect runs five interconnected capability groups. Most clients turn on what they need today and add the rest as they grow.
Group 1
Customer pipeline
The day-to-day system your team logs into to manage every conversation, every deal, every customer.
Configurable pipelines
Build the stages your business actually has — sales, service, onboarding, renewals. Multiple pipelines per account.
Contact and account records
Unified history of every interaction: emails, SMS, calls, notes, deals, jobs. Searchable from anywhere.
Lead scoring
Data-informed weights calibrated to your actual win-loss history. Not a generic vendor template.
Smart routing
New leads land with the right rep instantly. Hot leads escalate. After-hours leads get an automated holding response.
Two-way SMS and email
Reply to customers from inside the platform, no swivel-chair to a separate inbox. Every message tracked back to the contact.
Call tracking and recording
Track which channels drive calls, see call history per contact, optional recording with consent.
Group 2
Marketing and automation
The engine that keeps leads warm and conversations flowing without anyone manually chasing.
Email and SMS campaigns
Send broadcasts or targeted lists. Templates, scheduling, A/B testing, deliverability reporting.
Multi-step nurture sequences
Time-based or behaviour-triggered. Pause when leads reply, resume when they don’t.
Branching logic
Send different content depending on what the lead has done — visited the pricing page, opened three emails, attended a demo.
Forms and landing pages
Build pages and forms inside the platform, wire them straight into the pipeline. No separate forms tool.
Online booking
Calendar widgets that customers self-serve, with team availability, buffer time, and reminders built in.
Review request automation
Trigger Google or Facebook review requests on order completion, with friction-free response capture.
Group 3
Dashboards and reporting
The numbers your team needs to make decisions — refreshed automatically, available to read in five minutes.
Pipeline health dashboard
Stage-by-stage health, deal velocity, win/loss ratio, by rep and by source.
Lead source attribution
Which channels are actually converting to revenue, not just generating clicks. Surfaces what to scale and what to cut.
Conversion velocity
How long it takes a lead to move through each stage. Identifies the bottleneck before it becomes someone’s opinion.
Rep performance
Activity, pipeline value, conversion rates. Designed to support — not to whip.
Data quality scorecard
Field completeness, duplicate count, stale records. Watch your hygiene improve (or decay) over time.
External BI pipe-through
When DSConnect dashboards aren’t deep enough, we can pipe data to Looker Studio or Power BI. Common for clients with mature analytics teams.
Group 4
Productivity and operations
Day-to-day work that doesn’t need a separate tool. Less context-switching, fewer tabs.
Calendars and bookings
Team calendars, customer-facing booking pages, sync to Google or Outlook.
Tasks and reminders
Trigger tasks from pipeline events. "Lead idle for 5 days" → auto-task to follow up.
Document storage
Attach quotes, contracts, photos to contacts or deals. Keep the paper trail with the relationship.
Invoicing and payments
Quick quotes, one-click invoicing, payment links. Payments flow back into the deal record.
Subscriptions and recurring billing
For retainer-style businesses — set up recurring billing without a separate billing tool.
Group 5
Integrations
Everywhere your data needs to go next. Built-in connectors plus open APIs.
Accounting
Xero, MYOB, QuickBooks. Invoice and payment sync, no manual reconciliation.
Marketing and ads
Google Ads, Meta, LinkedIn Ads — conversion tracking flows back to source.
Email and calendars
Microsoft 365, Google Workspace. Bidirectional sync.
Custom via webhooks and API
Push events out to any system; receive events from anywhere. We can build the connectors that don’t ship out of the box.
Zapier and Make
For the long tail of systems you use. Pre-built triggers and actions for hundreds of apps.
See it working with your data.
A 30-minute demo where we walk through how DSConnect would fit your business — pipeline, dashboards, automations, the lot.
Book a demo