every client, every detail.
stop trying to remember what amelia ordered last spring or which location of river stone bistro has the patio. dragonfly remembers for you — clients, companies, locations, history. all of it. try every page in your browser.
your full crm, real ui.
same dashboard, same detail sheets, same companies surface as your real account would have. seeded with realistic data so you can browse, search, advance lifecycle stages, and see how a multi-location company shows up.
- contacts table with lifecycle filter + search
- companies surface with contacts + locations rolled up
- full detail sheet — history, tags, ltv, notes, lifecycle stage
- add a new contact, link it to a company, pick its stage
see. group. track.
no more "wait, which one was she?" — your client list, organized the way your brain actually works.
every client on one screen
name, contact, company, lifecycle stage, lifetime value — all on one row. tap any client and you see jobs, invoices, tags, notes, history. nothing slipping through cracks.
multi-site companies, handled
a restaurant with two locations? a realtor managing 8 listings? dragonfly groups contacts under companies, with locations attached so jobs go to the right address every time.
lifecycle stages + tags + notes
prospect → active → vip → lapsed. tag clients however you think (referrer, monthly-mowing, cash-pay, anniversary aug-12). future-you will thank present-you.
it's the spine of the whole suite.
dragonfly isn't a stand-alone crm. it's the source of truth that marigold leads land in, that pawpaw invoices add up against, that mudpuppy email campaigns segment by.
marigold
leadswon lead in marigold? one click promotes them into dragonfly with notes + tags intact.
pawpaw
invoicingevery paid invoice ticks lifetime value up automatically — no manual tracking.
junebug
schedulingfirst-time bookers create a dragonfly contact. repeat bookers get matched.
mudpuppy
email marketingbuild email campaigns by lifecycle stage or tag — vip-only sale, lapsed-only winback.
and a dozen more — see the full workflow.
$29.99/mo. every app. locked for life.
the first 100 subscribers lock in $29.99/mo for the life of the account, even as new modules roll out and the price ticks up for new signups.