Services
Two ways to work with ShelfSpace. Take complete control of your own dashboard, or let us run the operation for you. Both start with no setup fee.
Plans
Both plans include a fully custom CRM branded for your business. The difference is who runs it.
We build your dashboard and hand it over. You control everything: adding leads, writing outreach, managing your pipeline, updating statuses. It runs however you run it.
We manage your CRM and run the operation each month. Lead research, outreach generation, follow-up sequences, all handled by us. You review what we produce and take the meetings.
How It Works
Here's what happens after you apply.
We learn your brand: what you make, your price point, which stores you're targeting, and how you currently approach outreach.
We build your dashboard, branded for your business, with store types, pipeline stages, and outreach templates matched to your specific category and market.
We walk you through the dashboard, import any existing leads you have, and make sure everything is dialed in before you start outreach.
Self-Managed: You own it completely. Add leads, run outreach, track everything on your own schedule.
Service-Managed: We run the scripts monthly. Lead research, outreach, follow-ups. You review and approve before anything goes out.
Features
Every ShelfSpace dashboard is custom-built and includes these tools. ★ marks features we operate for you on Service-Managed plans.
Full contact records for every lead: store name, type, location, contact person, email, phone, social, hours, notes, priority rating. Searchable and sortable.
Kanban-style columns from New Lead → Contacted → Follow-Up → Meeting → Carrying. See exactly where every store sits and what needs attention.
Personalized pitch emails generated for each store using your notes, their store type, and your brand voice. On Service-Managed, we write and queue these for you.
Drop in a city and store type, get a curated list of target accounts. On Service-Managed, we research and load new leads into your dashboard each month.
Set follow-up reminders per store with one click. On Service-Managed, we monitor and run follow-up sequences on your behalf based on your approved timeline.
Full timeline of every touchpoint per store: emails sent, calls made, meetings, notes. Know exactly where every conversation stands.
Total leads, active pipeline, stores carrying your work, conversion rate by store type, geographic breakdown. Know what's working and where.
Your data syncs across devices automatically. Works offline too. Changes sync when you're back online and nothing gets lost.
A dedicated call each month to go over results: leads added, accounts contacted, responses received, accounts landed. We use it to set targets for the next cycle.
No setup fee. No commitment to start. Pick a plan and we'll reach out within 48 hours.