The CRM that thinks like an agency
Dashtrack brings your clients, projects, time tracking, and team into one intelligent platform — built from the ground up for how marketing agencies actually work.
Active Clients
47
+3 this month
Open Projects
124
12 new this month
Hours Logged
3,821
This quarter
Revenue Tracked
£284k
+18% vs last month
See it in action
Watch Dashtrack do the work
A real agency dashboard — tasks, time, and clients in one place. No mockups, no stock footage.
The Dashtrack dashboard — tasks grouped by overdue, due today and upcoming, with hours logged per client.
Built for agency profitability
The workflows that make or break an agency
Four problems every agency owner recognises — and the Dashtrack features that solve them. Each one gets its own page, demo, and FAQs.
Retainer Management
Know exactly how many hours are left on every retainer — before you over-serve.
Explore Retainer ManagementClient Portal
Every client's briefs, appraisals and documents, organised in one place.
Explore Client PortalTime Tracking
Log time in seconds, with billable hours and retainer balances updating automatically.
Explore Time TrackingClient Reporting
White-label reports from real project data — month-end in minutes, not days.
Explore Client ReportingFeatures
Everything your agency actually needs to run smoothly
No bloat. No generic CRM shoehorned into agency workflows. Dashtrack is purpose-built for the way service businesses operate.
Live Project Dashboards
See every project's health at a glance — retainer hours burned, task progress, time logged, and team workload. No more digging through spreadsheets.
Client & Project Management
Centralise every client, project, and contact in one place. Tag, segment, and manage relationships with full context — briefs, notes, and communication history side by side.
Time Tracking with Retainer Monitoring
Log time against projects with real-time retainer balance tracking. Know exactly how many hours are left on every retainer before you over-serve.
Allocation Matrix
See who's working on what, when. Drag-and-drop resource planning shows team capacity at a glance so you never overallocate or miss a deadline.
Task Management
Organise work into lists, assign owners, set due dates, and track status. From daily to-dos to project milestones — everything stays in sync.
Meeting Notes with Action Items
Record meeting notes with built-in checkbox action items. Every decision, every follow-up — captured and actionable right alongside the project.
Business Development Pipeline
Track leads through your sales process — from first contact to proposal to closed. Chase dates, tags, and rep assignment keep your pipeline moving.
Revenue & Profitability Insights
Understand which clients and projects drive margin. Track income against outgoings and make pricing decisions backed by real cost data.
Client Portal
Keep every client's briefs, appraisals and project documents organised in one internal hub — so your team always has the latest version and full context.
The Problem
Too many tools. Not enough clarity.
Spreadsheets for tracking, Slack for communication, Asana for tasks, Harvest for time — and somehow you're still guessing how your agency is really performing. Dashtrack replaces six tools with one unified view of your entire operation.
- One place for every client, project, and contact
- Real-time retainer tracking — never over-serve again
- Team capacity at a glance with the allocation matrix
- Meeting notes with action items that actually get done
- Pipeline management from first contact to closed deal
- Revenue insights that show you where you're making money
At a Glance
Who It's For
Built for agencies that care about the details
Marketing Agencies
Manage retainers, track client work, and keep every project profitable. From SEO agencies to full-service shops — Dashtrack adapts to how you work.
Creative Studios
Track project scope, log billable hours, and keep client briefs and approvals organised against each project. No more chasing timesheets or losing feedback in email threads.
Growing Teams
As you scale from 5 to 20+, keeping everyone aligned gets harder. Dashtrack gives every team member the context they need without interrupting the person who has it.
From the blog
Run your agency like the people who built it
FAQ