Link 6 of 6 · See everything in one place

Your numbers live in five places. You run the business on a feeling.

A CRM that your team actually uses and a dashboard that shows leads, jobs and money on one screen. Updated on its own, so you know where you stand without asking.

Book a free operations review

In plain words

A dashboard and CRM setup brings your leads, sales, jobs and cash into one place that updates on its own. 2X Market builds it for growing companies in Los Angeles and Orange County, usually live in weeks, not months. Without it, decisions wait for someone to pull a report.

What you seeLeads, jobs, moneyOn one screen, updated on its own
Live inWeeks, not monthsCRM and first dashboard
Built onTools you ownYour CRM, your data

Who this is for

Owners of 20 to 200 person companies who get numbers late and in pieces.
Sales teams tracking deals in a spreadsheet, an inbox and a group chat.
Distributors and manufacturers who need orders, inventory and cash on one page.
Anyone who's bought a CRM and watched nobody use it.
Not a fit: companies that want a custom software product built from scratch. We set up and connect; we don't write an app.

What's included

01CRM set up the way your sales process actually works: stages, fields, follow-ups.
02Lead routing so every call, form and email lands in the CRM with a next step.
03Owner dashboard: leads, pipeline, jobs, revenue, cash, on one screen.
04Connections to your phone system, forms, accounting and inventory tools.
05Weekly email with the numbers, so you don't have to log in.
06Training for the team, and cleanup of the old spreadsheets.

How it works

Four steps, in order.

01Free review

We list where your numbers live today.

02Blueprint

The screen you'll see, the stages, and the price.

03Build

CRM set up, tools connected, data moved in.

04Live

Your team works in it. You read one screen.

A real exampleEvery lead, job and dollar on one screen.For companies running on spreadsheets and inboxes, the first dashboard is usually the first time the owner sees the whole business at once. Built on a CRM the team uses because every lead lands there automatically.
Read the build

Where this fits

One of six links.

← Before · Link 5Run operations on their own
You are here · Link 6See everything in one placeIf you can't say this week's numbers without opening three tools, this is the link.
End of the chainBook the free review

Questions owners ask

Which CRM do you use?

The one that fits. Often it's one you already pay for. We set it up properly rather than selling you a new one.

Will my team actually use it?

They will if leads land there on their own and it saves them typing. That's how we set it up.

Can it show accounting numbers?

Yes. Revenue, cash and invoices from QuickBooks or similar, next to leads and jobs.

What does it cost?

A one-time setup plus a small monthly fee for tools and care. Exact number after the free review.

How long does it take?

A few weeks for the CRM and first dashboard. Bigger setups take what they need.

Who owns the data?

You do. It lives in accounts in your name.

Does this replace my ERP?

No. It sits on top and shows you what matters. Your systems of record stay.

Not sure this is your weakest link? ↗

Book the free review. 30 minutes. You keep the report.

[email protected] · +1 213 652 6116

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