SalesFision Dynamic

Not just our work, our platform.

One login. One platform. One clear view of your digital growth. Follow projects, track results, manage requests, and make decisions with full visibility.

› Book a live demo Request access
9
Integrated apps
24/7
Client access
1
Login for everything
0
PDF reports
● dynamic.salesfision.com / Dashboard, Q2

Customer journey, The six B'sLive update · 4 minutes ago

B · Browse
48.2k
+12.4%
B · Engage
18.7k
+8.1%
B · Decide
6.4k
+22.0%
B · Buy
1.8k
+14.3%
B · Bill
1.6k
+11.9%
B · Bond
0.9k
+4.2%
Conversion per stage
30 days · all channels
Sprint 24, work items
Project Management · 6 active
SF-204
Product page A/B testGrowth · Lead
In progress
SF-208
Persona 'Sporty Sara'Customer Research · AI
In review
SF-211
Email flow restartReach Audience
To do
SF-198
GA4 event mappingData Analytics
Done
The Difference

Other agencies glue tools. We built one.

Most agencies update you with scattered tools, loose emails, and monthly PDF reports. With SalesFision, you work in the same platform, with live visibility into projects, campaigns, requests, reports, and results.

× Other agencies
✓ SalesFision
Monthly PDF reports
Real-time dashboard, 24/7
Email to ask for status
Live work items per project
Separate logins for 5 tools
One login for everything
"Just trust us"
Full funnel + KPIs visible
Generic approach
Persona AI from real survey data
Offshore ticket portal
Direct contact with your team
The Nine Apps

One workspace, nine modules.

Click through to see what you get. Some are for you, some for us, most are shared.

Shared

Project Management

Sprints · Backlog · Roadmap

Sprints, backlog, work items, board and roadmap. You see in real time how your site is built or your growth experiments run.

  • Sprint planning
  • Work items with status
  • Roadmap view
  • AI Suggest for tasks
Internal

CRM

Leads · Proposals · Contracts

Our sales pipeline: leads → accounts → proposals → SOWs → contracts → invoices → retainers.

  • Lead management
  • Proposal builder
  • SOWs & contracts
  • Invoicing & retainers
Internal

Marketing

Delivery view per client

What our delivery team sees per client: all work items, communications, KPIs and reports in one place.

  • Client overview
  • Cross-team messages
  • Documentation
  • HR link
Client

Customer Portal (you)

KPIs · Goals · Reports

Your own workspace. KPIs, goals, the six B's funnel, personas and reports, always visible, no waiting on emails.

  • 6B funnel & drill-downs
  • Goals cascade
  • On-demand reports
  • Persona library
Shared

Social Media

Composer · Calendar · AI Week

Plan posts, publish to IG/LinkedIn/TikTok/FB, monitor what's trending, and let AI suggest your weekly plan.

  • Multi-channel composer
  • Content calendar
  • Approval flow
  • AI weekly & listening
Shared

Customer Research

Surveys · AI personas

Surveys to your real customers. AI builds personas from the answers, ready to use in design and campaigns.

  • Survey templates
  • AI persona engine
  • Segment analyses
  • Export to campaigns
Internal

HR

Employee Portal

Manage employee expenses, sick leave, vacation requests and internal communication in one central place.

  • Expense claims
  • Sick leave reports
  • Leave and vacation requests
  • Social intranet
Client

Reports

Strategic · Tactical · Operational

Three levels of dashboards. From a 1-pager for your leadership team to a drill-down per channel for your marketer.

  • Strategic KPI view
  • Tactical campaign view
  • Operational day view
  • Export to PDF
Shared

Knowledge Base

Manuals · KPI explainers

The same KB we use internally. How to set up a GA4 event? What's CAC/LTV? Step-by-step.

  • How-to articles
  • KPI definitions
  • Video tutorials
  • Version history
A Tour

What do you actually see?

Four moments from a typical work-week with SalesFision Dynamic.

Monday, 09:14

Sprint review

You open the platform and see the Project Management board. Two work items shipped this week, three are in review, one needs your input.

Tuesday, 14:02

Funnel check

The six B's for last week are in. Browse +12%, conversion +22%. A click on 'Decide' opens the drill-down by channel.

Wednesday, 10:30

AI weekly plan for social

The Social Media app has a draft plan ready for LinkedIn this week, three posts, two carousels, one video. Approve or refine.

Friday, 16:45

Weekly export

One click and you have a PDF for your leadership, strategic KPIs, project progress, and next week planned.

Questions

Frequently asked.

Do I get access always or just during a project?+
Continuously. As long as you're a client, you log into the same workspace as our team every day.
Does the platform cost extra?+
No. The platform is included in every engagement, you pay for the service, not for the tools.
Can I connect my existing tools?+
Yes. We connect GA4, Google Ads, Meta, your CRM and email platform via standard integrations or custom.
Who has access to my data?+
You, your team and the delivery engineers on your project. All access is role-based and audit-trailed.
What if I leave?+
We export your data, personas and reports. You get a clean handover, no lock-in.

Ready to grow your business?
Contact us today.

The First Step To Your Success

Book your free meeting
Book meeting