More than a CRM: the custom hub built around our business.

How a lead tracker grew into the system that runs the studio.

Anthony Dinsmore
Updated Nov 3, 2026
9 min read
Short answer

DG Hub is the custom system that runs Dinsmore Graphics. It started as a lead tracker and grew into one place for leads, free audits, client support, invoices, hosting, tasks and client reports, on the website and in a native Mac app.

built around our business.
More than a CRM: the custom hub built around our business, with a map of DG Hub connecting leads, audits, support, invoices, hosting, tasks and client reports
cv-hub
DG Hub on the Mac: the Today screen with people waiting on a reply, tasks due and new requestsDG Hub on the Mac: the Audits screen with each free audit on an eight-step trackDG Hub on the Mac: the Board screen with leads in columns by stageDG Hub on the Mac: the Tasks screen with one list across clients
DG Hub on a phone: the same Today screen from the website
Today: who is waiting, what is due, what is newSample data

Key takeaways

  • DG Hub covers the work after the sale, not just the leads.
  • Each client’s emails, invoices, hours and hosting sit on one record.
  • Its stages, screens and emails follow how this studio runs.
  • Gmail and PayPal stay in place. DG Hub connects to them.
  • Website and Mac share one set of records.

Chapter 01What it is

What is DG Hub?

DG Hub is the private system that runs Dinsmore Graphics, on our website and in a native Mac app, with the same records in both.

It started on November 2, 2026 as a small lead tracker for the requests coming in from dgnow.net. Then the rest of the business moved in, one piece at a time: clients, hosting, client reports, the Mac app, invoices, support, free audits and tasks.

2Apps, website and Mac
1Set of records
14Screens on the Mac
8Lead stages, written for us
The website side, inside our own dashboard. The Mac side is in the picture above

Chapter 02More than a CRM

How is it more than a CRM?

A CRM tracks leads and deals. DG Hub tracks those too, then keeps going through the work, the money and the follow-through.

Most of what runs a design studio happens after someone says yes: emails to answer, hours to report, invoices to send, domains to renew. In DG Hub, all of it hangs off the same client record.

The DG Hub app iconDG Hub
  • LeadsEvery form on dgnow.net lands in one pipeline.Website forms
  • Free auditsEach request tracked from first check to final outcome.Audit work
  • SupportClient email beside each client's record.Gmail
  • InvoicesDrafted from hours, renewals or a blank page.PayPal
  • HostingPlans, domains, yearly charges and licenses.Renewal emails
  • TasksOne list across clients.Report checklists
  • Client reportsHours and summary pages that publish themselves.Report builds

Chapter 03One client

How does everything connect to one client?

Open a client and everything about them is together: their emails, invoices, hours, tasks, hosting and what comes next.

A contact list tells you who someone is. This tells you where things stand. Conversations are matched to the client by email address, and PayPal invoices sent to that address show up under the client on their own.

A client record: Oak & Ember Furniture, with buttons to open the site, email and add a request
Conversations on the record: three email threads with their statusHours on the record: 1.75 hours left of a 20-hour block, and 40 of 52 tasks doneOpen tasks on the record: five of twelve
Invoices on the record: a draft, one overdue by seven days and two paid, with a New invoice buttonYearly charges on the record: hosting and a plugin license, with what we pay and what the client pays
One client's record on the website, with a sample client. The Mac app shows the same record

That changes how an ordinary email gets answered:

  1. Ray writes in

    The email about the spring promo page lands on the client's record, marked waiting on you.

  2. You see the whole picture

    Right beside it: an invoice 7 days overdue, 1.75 prepaid hours left and a hosting renewal on November 14.

  3. You reply from there

    The reply goes through Gmail in the same thread, with the invoice PDF attached if you want it.

The reply box on a conversation: saved replies, attach files, invoice PDF, preview and Send Reply

Chapter 04Today

What does the day start with?

One screen answers three questions: who is waiting, what is due, and what is new.

This is the screen we open first. Nothing here is a default dashboard. The order is our order, with people waiting on an email at the top. A morning email at 7:30 sends the day's list.

The DG Hub Today screen: four numbers, people waiting on you, tasks due, new requests, reply time and renewals to send
The Today screen on the Mac, with sample data. Click any screen to enlarge it
  1. 1The day in four numbers

    Waiting on you, new to reply, overdue and open estimates.

  2. 2Waiting on you

    Clients and leads waiting on an email, longest wait first, each with a timer against our reply goal.

  3. 3Tasks due

    Overdue work and today's work, across every client on the list.

  4. 4New requests

    Fresh requests from the website, with the time left to reply.

  5. 5Reply time

    The last 30 days: average first reply, and how many met the goal.

  6. 6Renewals to send

    What renews soon, with the email one click away.

Chapter 05The pipeline

How is the pipeline built around our sales process?

Every form on dgnow.net creates a lead on its own, and it moves through stages written for how we sell.

Quote, contact and free audit requests all land in one pipeline, with the page they came from attached. Audit leads get two stages of their own. Quote and contact leads skip them.

NewAuditingAudit sentTalkingEstimate sent

WonLaterLost

The Board with sample leads. Drag a card to move it

Open a card and the whole lead is there: stage, next follow-up, where it came from, the estimate in hours and dollars, notes and history. The Numbers screen then shows which spots on the site actually bring requests.

Chapter 06Free audits

How does the free audit queue work?

Each free audit request follows an eight-step track against our 2-business-day promise, and nothing goes out until it is approved.

This screen was built for one thing: our free SEO and AI search audit. It shows each request's progress and the time left on the promise. The checks are AI-assisted, in public view only, and every point is reviewed by hand.

  1. Request
  2. Checks
  3. Fixes
  4. Draft
  5. Your OK
  6. Sent
  7. Follow-ups
  8. Outcome
Follow-ups come up as drafts to review, never sent on their own
The Audits screen with sample businesses

When a draft is ready, it shows the three fastest fixes, the estimate and the exact email the business will get. Approve and Send delivers it through Gmail, with 10 seconds to undo.

The top of the audit email, with a sample business

Chapter 07Support

How does support work?

Every client conversation is on one screen, connected to Gmail and sorted by who is waiting.

Messages are read from Gmail when a conversation opens, so DG Hub keeps no copy. Replies go out in our branded email. A reply goal and alerts flag anyone waiting too long.

The Support screen with sample conversations

Any email can become a task. The title starts from the subject line, the client is filled in, and the due date follows our reply goal.

Chapter 08Invoices

How do invoices work?

One screen shows what is owed across every client. Invoices go through PayPal and arrive in our branded email with a logo PDF.

An invoice starts from a renewal, a block of hours or a blank page. Nothing goes to a client until it is sent. When we connected PayPal, DG Hub carried on from our existing invoice numbers.

The invoice PDF with the Dinsmore Graphics logo, sample client and amountThe invoice email: Hi Ray, here is your invoice, with the amount due and a View and pay invoice button
The email and its PDF, with a sample client and amount
The Invoices screen with sample amounts

Chapter 09Hosting

How does it handle hosting?

Each hosting account tracks its plan, renewal and domain dates, yearly charges and licenses, so renewals come up before they are due.

We host websites, so the hub had to know hosting. Each client can carry any number of yearly charges, with what we pay and what the client pays. Reminders come up at 30, 14 and 7 days, and the renewal email is drafted from those same lines.

Renewals and yearly charges, with sample accounts

Chapter 10Tasks and reports

How do tasks and client reports connect?

One task list covers our clients, and tasks on a client's checklist reach their hours page at the next report build.

Every project here has a live hours report with a checklist. Where a report keeps one, DG Hub and that checklist stay together in both directions. Add a task in either place and it shows up in the other. Waiting-on notes and private tasks stay inside DG Hub.

In DG Hub

Spring promo pageOak & Ember Furniture

On the client's hours page

Spring promo page4041 of 52 tasks done
Sample task. A tick on either side reaches the other at the next report build
The Tasks screen with sample clients

Each report build also publishes the client's report pages on its own and sends the latest numbers back. That is how the Projects screen knows who is running low on prepaid hours and what comes next.

Projects: next steps, open tasks and hours left for each client

Chapter 11The Mac app

What does the Mac app add?

The Mac app keeps its own full copy of the records, so it works offline and syncs when it reconnects.

It is a real native Mac app, not a website in a window. It sits in the menu bar with what is new and what is due, and sends an alert when a request comes in. Quick Add opens from any app, so a lead or task gets written down the moment it comes up.

Quick Add floats over whatever you are doing, here in front of the Today screen. Sample data
Control Option N
Quick Add, from any app
Shift Command T
New task
Shift Command M
Mark task done

Deletes can be undone, and Recently Deleted brings back anything removed by mistake. On a phone, the website side works as its own app-style screen with a tab bar.

Chapter 12Custom build

What makes it a true custom build?

DG Hub is a truly custom app: every stage, screen and email was engineered around how this studio runs, and every part links to the next.

Nothing here came from a template or a settings page. Follow one client through the app and you can see it: the same record carries from the day's list to their email, their invoices, their hosting and their next task.

Here is what tailored means in practice:

  • An Auditing stage with our 2-business-day promise counted down on screen.
  • Prepaid hour blocks that show hours left and flag when a client is running low.
  • Client reports that publish themselves and report back to the hub.
  • Yearly charges per client, with our cost and the client’s price side by side.
  • Our invoice numbers carried on from years of PayPal history.
  • Branded emails, light for clients and dark for us, from one shared design.

Each feature was designed first, then built and tested with made-up businesses, and everything was backed up before each install. The build was AI-assisted, with every detail manually reviewed before it ships.

Chapter 13Your business

What could a custom build do for your business?

The same approach fits any business whose process doesn't match a template.

A custom build starts with how you already work: what comes in, who answers it, what has to happen next, and what keeps slipping. Tell us what yours looks like. We talk it through on a free call, then you get a plan in hours.

Questions

Straight answers.

More of what people ask about DG Hub and custom builds.

Updated

Are those real clients in the screenshots?

No. Every business, name, email and dollar amount in this post is sample data. Real client records stay out of this post.

Is DG Hub for sale?

No. DG Hub is built around how Dinsmore Graphics works, so it stays private. What we offer is the same kind of custom build, shaped around your business.

Does DG Hub replace Gmail and PayPal?

No. It connects to them. Email still sends and lives in Gmail, and invoices are still paid through PayPal. DG Hub puts them beside the client’s record.

Where does the data live?

On our own website and in the copy on our Mac. Email stays in Gmail, and DG Hub reads a conversation when it is opened.

Does it work on a phone?

Yes. The website side changes to a phone layout with a tab bar. The native app is for the Mac.

How much does a custom build cost?

It depends on what it needs to do. Custom work is billed by the hour like every project here, and you get a plan in hours before any work starts.

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