For agencies & startups

A custom dashboard for agencies and startups

Leads, proposals, projects, retainers and client reporting in one place, replacing the pile of overlapping subscriptions most small teams collect.

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Open the interactive demo with sample data →

Where agencies leak

The four leaks we find most often

Leak 1

A dozen tools that don't talk

CRM, project, invoicing and reporting apps each hold part of the picture.

The fix: One dashboard connected to the apps you keep, replacing the rest.

Leak 2

Client reports built by hand

Monthly reports eat a day per client.

The fix: Live client dashboards and automatic monthly PDF reports.

Leak 3

Proposals that go quiet

Sent proposals stall without timely follow-up.

The fix: Proposal tracking that shows when it's opened, with follow-up reminders.

Leak 4

Retainers that silently lose money

Hours creep past what the retainer covers.

The fix: Retainer usage tracking with alerts before you go over.

What your dashboard includes

Built around how agencies actually work

Every build is custom. These are the parts most agencies & startups start with, connected to the software you already use.

Lead and proposal pipeline
Project and task tracking
Retainer usage and profitability
Live client reporting
Invoices and renewals
Client portal

Understand

A call about how you get clients, deliver and get paid.

Find the leaks

We rank the leaks by what they cost you.

Build

Your dashboard, on your own accounts, connected to your tools.

Hand over

Training for your team and support when you need changes.

Questions agencies ask

Can it replace some of our subscriptions?

Often, yes. We map what each tool does and keep only the ones that earn their place.

Can clients see their own dashboard?

Yes. Each client can log in to see live results, reports and invoices.

Does it track proposal opens?

Yes. You see when a proposal is opened, downloaded and signed.

Can it show profit per client?

Yes. Time, costs and revenue combine into profitability per client and per project.

Other industries

All industries

Dental & medical clinics

No-shows and late cancellations, recalls nobody chases.

See the dashboard

Law firms

Intake by email and phone notes, slow engagement letters.

See the dashboard

Real estate agents

Leads spread across five inboxes, follow-ups that stop after one call.

See the dashboard

Home services & trades

Quotes sent and forgotten, missed calls while on a job.

See the dashboard

Want this for your agencie?

Tell us how you work. We'll show you what your dashboard would look like, using your own process.

Start the conversation