Everything your agency needs. Nothing it doesn't.
Dashtrack was designed around how agencies actually operate. Every feature solves a real problem — not a checkbox on a comparison chart.
The features agencies ask about most
Deep dives into the workflows that make or break agency profitability.
Project Dashboards
Real-time project health: retainer burn, task progress, logged time.
- Real-time retainer balance tracking
- Task completion by list and assignee
- Team workload at a glance
- Time logged vs. retainer allocated
Client & Contact Management
Centralised contacts, tags, projects, and history for every client.
- Centralised contact database
- Client segmentation & tags
- Full project association history
- Client portal for briefs & documents
Time Tracking
Timers and manual entries tied to projects. Retainer balances update automatically.
- Start/stop timer and manual entry
- Real-time retainer hour tracking
- Per-project time summaries
- Billable vs non-billable logging
Allocation Matrix
Drag-and-drop team capacity view. See who's available, rebalance in seconds.
- Team-wide capacity overview
- Drag-and-drop assignment
- Weekly and monthly views
- Filter by project or client
Task Management
Lists, assignees, due dates, recurring tasks, and priorities. Simple but complete.
- List-based task organisation
- Assignee and due date tracking
- Recurring task support
- Priority levels and status flow
Meeting Notes
Notes against any project with checkbox action items that become trackable tasks.
- Project-linked meeting notes
- Checkbox action items
- Date-stamped history
- Searchable across all projects
Business Development Pipeline
Pipeline stages, chase dates, and rep assignment for every lead.
- Pipeline stage tracking
- Chaser date reminders
- Rep assignment and filtering
- Full lead history per contact
Revenue & Profitability
Income, outgoings, and margin analysis per client and project.
- Income tracking per project/client
- Expense and outgoing tracking
- Margin analysis
- Period-over-period comparisons
Client Portal
Briefs, appraisals, and documents in one internal hub for your team.
- Client documents in one hub
- Briefs captured with context
- Searchable across clients
- Notes beside the files they relate to
Recurring Tasks & Automation
Recurring tasks that auto-generate. Never drop a regular commitment.
- Configurable recurring schedules
- Auto-generation on due dates
- Template-based task creation
- Team-wide visibility
Holiday & Sickness Management
Time-off requests with full context for approvers — allocation, coverage, and team calendar.
- Request and approval workflow
- Entitlement tracking
- Team calendar view
- Integration with allocation matrix
API & Integrations
Full REST API. Manage projects, tasks, time entries, and leads programmatically.
- RESTful v1 API
- API key authentication
- Rate limiting per plan
- Webhook-ready architecture
Why Dashtrack is different
Most CRMs were built for sales teams and retrofitted for agencies. Dashtrack was built from day one by people who run agency operations — every decision was made with project profitability, team capacity, and client relationships in mind.
Purpose-built, not patched
No generic CRM that took venture capital and tried to be everything to everyone. Dashtrack does one thing well — agency operations.
Real-time, not retrospective
Retainer balances, task status, team capacity — all updated as work happens. No end-of-month data dumps and reconciliation nightmares.
Integrated, not connected
Clients, projects, time, revenue — they all live in the same database with the same relationships. Not six tools sharing an API.