The CRM that thinks like an agency

Clients, projects, time tracking, retainers, and revenue — one intelligent platform built for how marketing agencies actually work.

Free for up to 4 users · No credit card · £9/seat from there

Dashtrack dashboard

Everything your agency needs

No bloat. No generic CRM shoehorned into agency workflows. Purpose-built for service businesses.

Live Project Dashboards

Every project's retainer burn, task progress, logged time and team workload in one place.

Client & Project Management

All your client relationships and projects centralised with full context and history.

Time Tracking & Retainers

Log time against projects. Retainer balances track automatically.

Allocation Matrix

See who's available and rebalance assignments with drag-and-drop.

Task Management

Lists, assignees, due dates, and recurring tasks.

Meeting Notes

Notes with checkbox action items linked to projects.

Revenue & Profitability

Understand margin at the client and project level.

Client Portal

Client briefs, appraisals and documents in one team hub.

Too many tools. Not enough clarity.

Spreadsheets, Slack, Asana, Harvest — you’re piecing together six tools just to guess how your agency is performing. Dashtrack replaces them with one 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
“We built Dashtrack to solve our own problem: knowing exactly where every client, every hour and every pound was going. If it works for a busy agency like ours, it’ll work for yours.”
C

Cai Simpson

Co-founder, Victory Digital

The workflows that make or break an agency

Four features every agency owner recognises — each with its own page, demo and FAQs.

retainer overview

Retainer Management

Know exactly how many hours are left on every retainer — before you over-serve.

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client portal

Client Portal

Every client's briefs, appraisals and documents, organised in one place.

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time tracking

Time Tracking

Log time in seconds, with billable hours and retainer balances updating automatically.

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client reports

Client Reporting

White-label reports from real project data — month-end in minutes, not days.

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Run your agency like the people who built it

Retainers

Retainer Management for Agencies: How to Stop Over-Serving Clients

14 August 2026 · 3 min read

Questions agencies ask us

What is Dashtrack?+
Dashtrack is a CRM and project management platform built specifically for marketing agencies. It brings clients, projects, time tracking, retainers, and revenue into one system.
Is Dashtrack really built for agencies?+
Yes. It was designed from inside a working agency — every feature maps to a real agency workflow like retainer monitoring, client reporting, and resource allocation.
Can Dashtrack track retainer hours?+
Yes. Every logged hour is deducted from the retainer balance automatically, and the dashboard shows hours remaining in real time.
Is there a client portal?+
Yes. Clients get a secure, branded portal for briefs, appraisals and project documents — separate from your internal operations.

Stop piecing together your agency stack

One platform. One source of truth. One less thing to worry about.