Pick what matters now.
Add the rest as you grow.
DSConnect is modular. You don’t buy a bloated suite and try to learn it all on day one — you start with the bits that matter most to your business and layer the rest on as the business is ready for them.
Six module packs
Most clients start with CRM Core and one or two others. The rest get turned on later when the business actually needs them.
Where most people start
CRM Core
The foundation. Contacts, pipelines, two-way comms, calendar, basic reporting. Most clients turn this on first; the other modules layer on top.
What’s included
- —Configurable pipelines and contact records
- —Unified inbox (email, SMS, calls)
- —Calendar and basic booking
- —Out-of-the-box pipeline health dashboard
- —Mobile app for the team
Best for
Any business moving off spreadsheets, inboxes, or a CRM they’ve outgrown.
Typical size
Solo operators to ~30-person teams
For teams that lose leads in follow-up
Sales Automation
Lead scoring, routing, multi-step nurture sequences, automated follow-ups. The layer that catches deals before they go cold.
What’s included
- —Lead scoring tuned to your win-loss data
- —Smart routing — right rep, instant assignment
- —Multi-step email and SMS sequences
- —Automated task creation on pipeline events
- —Lead source attribution back to revenue
Best for
Businesses with 20+ leads per week where follow-up is the bottleneck.
Typical size
5–50 person teams with at least one full-time salesperson
For owning the conversation past the first touch
Marketing and Campaigns
Email and SMS broadcasts, segmented lists, forms, landing pages, review request automation. Run marketing from inside the customer pipeline so attribution is end-to-end.
What’s included
- —Email and SMS campaign tools
- —List segmentation and dynamic audiences
- —Forms and landing pages
- —Review request automation (Google, Facebook)
- —Campaign performance reporting
Best for
Businesses that already have a CRM working and want marketing on top of it without a second tool.
Typical size
Any size — solo operators run this lean, growing teams scale it
For when customers need to self-serve
Service and Customer Portal
Ticketing, customer-facing portal, knowledge base, customer dashboards. Reduces the “how do I get an update on my job?” calls.
What’s included
- —Ticket and case management
- —Customer-facing portal (login to see job status, history, documents)
- —Knowledge base and FAQ pages
- —Customer-side dashboards
- —Service-level reporting
Best for
Businesses with ongoing customer relationships where self-serve cuts the support load.
Typical size
Best for 50+ active customers with recurring touchpoints
For when out-of-the-box charts aren’t enough
Reporting and Dashboards
Custom dashboards beyond the standard pack, BI pipe-through to Looker Studio or Power BI, board-ready monthly reporting.
What’s included
- —Custom dashboards built to your KPIs
- —Looker Studio or Power BI connector setup
- —Monthly board-pack report generation
- —Cohort and trend analysis
- —Cross-system data joins (DSConnect + accounting + ads)
Best for
Businesses where the leadership team needs decision-grade reporting, not the salesperson view.
Typical size
Mid-sized operations (20+ staff) or owner-operators who treat data seriously
For systems that need to talk
Integrations Pack
Pre-built connectors plus custom integration support — accounting, ads platforms, email, calendars, and the long tail through Zapier or Make.
What’s included
- —Accounting (Xero, MYOB, QuickBooks)
- —Ad platforms (Google, Meta, LinkedIn) with conversion tracking back
- —Email and calendar sync (Microsoft 365, Google Workspace)
- —Zapier and Make for the long tail
- —Custom API and webhook work
Best for
Businesses already running multiple systems that need to stop being islands.
Typical size
Any size where there’s more than one system holding customer data
Not sure where to start?
Most clients get talked through which combination fits them in the discovery call. We’ll point at modules — or recommend you don’t turn one on yet — based on what your business actually needs.
See it working with your data.
A 30-minute demo where we walk through the modules that fit your business — and skip the ones that don’t.
Book a demo