ProductivitySimpleDash
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SimpleDash

SimpleDash

Customizable Client Dashboards

All of your client's information, in one place

About SimpleDash

SimpleDash is a powerful client dashboard solution designed to streamline the way agencies and freelancers manage their client relationships. In today's fast-paced digital landscape, keeping track of all the moving parts - from branding assets and account credentials to project updates and analytics - can be a daunting task. That's where SimpleDash steps in, offering a centralized hub that puts all of your client's information at your fingertips. The founders of SimpleDash recognized the need for a tool that could simplify the client management process, freeing up time and resources for agencies to focus on what they do best - delivering exceptional work. With customizable dashboards, you can tailor each client's experience to their unique needs, ensuring they have access to the information and resources they require to stay informed and engaged. Whether you're managing a large portfolio of clients or working with a select few, SimpleDash provides a seamless solution to keep everyone on the same page. From posting important announcements to tracking billable hours and sharing branding assets, this platform is designed to streamline your workflows and foster stronger, more transparent relationships with your clients. With SimpleDash, you can say goodbye to the headache of juggling multiple tools and platforms, and hello to a more efficient, organized, and collaborative client management experience.

  • Announcements

    The Announcements feature allows you to post important updates and messages to your clients directly within the SimpleDash platform. This ensures your clients are always informed about any changes, new offerings, or other relevant information regarding your agency. You can customize the announcements to each client, keeping them up-to-date on the specific details that matter most to them.

  • Ticketing

    The Ticketing feature gives your clients a streamlined way to submit support requests, questions, or other inquiries directly through the SimpleDash dashboard. Clients can view the real-time status of their tickets, allowing them to stay informed on the progress of their issues. This helps improve communication and transparency between your agency and your clients, enhancing the overall client experience.

  • Branding Assets

    The Branding Assets feature provides a centralized location for storing and managing all of your clients' branding materials, such as logos, color palettes, fonts, and other design elements. This makes it easy for clients to access and share their branding assets with your team, ensuring consistency and brand integrity across all projects and deliverables. The built-in asset sharing capabilities further streamline the collaboration process.

  • Account Credentials

    The Account Credentials feature allows you to securely store and manage important login information for your clients' various online accounts, such as social media, web hosting, email, and more. This helps ensure that sensitive data is kept safe and accessible only to authorized team members, while also reducing the risk of lost or forgotten credentials that could disrupt your clients' operations.

  • Documents

    The Documents feature provides a centralized repository for storing and organizing all of your clients' important files, such as proposals, contracts, invoices, and other relevant documentation. This makes it easy for both your team and your clients to access these materials whenever needed, improving collaboration and ensuring that critical information is always at your fingertips.

  • Retainer Info

    The Retainer Info feature gives your clients visibility into the details of their billing cycle, including the number of hours remaining in their current retainer. This helps ensure transparency and accountability, allowing clients to better understand and manage their ongoing service agreements with your agency. By providing this information upfront, you can improve client satisfaction and reduce the risk of misunderstandings or disputes.

  • Links

    The Links feature allows you to provide your clients with easy access to frequently used external websites, tools, or resources that are relevant to their business or the services you provide. This helps reduce the burden on your clients to remember or search for these important links, improving their overall experience and productivity when working with your agency.

  • Time Tracking

    The Time Tracking feature gives you and your clients the ability to monitor and manage billable hours, ensuring accurate invoicing and transparency around the work being performed. This feature allows you to track time spent on various tasks and projects, providing valuable insights that can help optimize your agency's operations and improve client satisfaction.

  • Analytics

    The Analytics feature provides your clients with a high-level overview of their website's performance, including key metrics from Google Analytics 4 (GA4). This allows your clients to stay informed about the health and effectiveness of their online presence, which can be particularly useful for agencies that manage their clients' digital marketing and web development efforts. By surfacing these insights directly within the SimpleDash platform, you can help your clients make more informed decisions about their marketing and business strategies.

  • Customizable

    The Customizable feature of SimpleDash allows you to tailor the dashboard and its various widgets to the specific needs and preferences of each individual client. This ensures that the information and tools presented to your clients are relevant, useful, and aligned with their unique business requirements. By offering a highly personalized experience, you can strengthen your client relationships and demonstrate your commitment to meeting their specific needs.

  • Team Access

    The Team Access feature enables you to grant specific permissions and access levels to your agency's staff, ensuring that each team member can view and interact with the information and tools they need to effectively serve your clients. This helps maintain data security and privacy, while also streamlining collaboration and communication within your organization.

Platforms supported

  • Windows
  • macOS
  • Linux

Browsers supported

ChromeFirefoxSafariEdge

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SimpleDash

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