Six tools, one client record. Nothing retyped.

What an agency of eight is paying for today

What it looks like

Three of the screens you would live in. Drawn here rather than screenshotted, so no real client's name is on this page.

The portal is the part that changes the relationship

And the rest of it

Documents and knowledge

A block editor for internal notes, client-facing documentation and a resource centre — shared with a client or kept inside, per document.

Proposals and orders

Write a proposal, send a link, watch it be opened, take the signature and the deposit on the page. Stripe or Revolut, whichever you bank with.

Reporting

A grid of widgets you assemble once: search performance, traffic, positions, the hours spent, the budget consumed. Share it as a link or schedule it monthly.

Presentations

Decks built in the product from your templates, kept live or frozen when shared, with a page telling you which slides were actually read.

Chat and requests

Channels per project for the team, and a request thread per client — the same conversation the client sees in their portal, not a copy of it.

Automations

Rules on your tickets: route by category, assign a team, escalate what has been waiting, open a recurring job every month.

Partners and subcontracting

Attach a freelance or a partner agency to a deal or a project, and choose field by field what they see. Nothing is shared until you share it.

An API, and an MCP server

Twenty-three resources over a documented REST API, and an MCP server so an AI assistant can work in your workspace with your permissions.

It reads what you already use

Connected once per client, then snapshotted on a schedule — the app reads its own database, so a page never waits on somebody else's API.

Every connector is optional, and each one says plainly when it is not configured rather than showing an empty chart.

Priced per agency seat

A flat monthly amount for the included seats, then a per-seat price beyond them. Client portal users are never seats.

The questions worth asking first

Can I bring what I already have?

Clients, contacts and deals import from CSV, and the public API takes the rest. Tickets from another tool are a script rather than a button — we have written that script before and can write yours.

Do my clients cost anything?

No. Portal users are free and unlimited, and that is a rule of the product rather than an introductory offer: pricing counts agency seats and cannot count anything else.

Does it really replace all of them?

It replaces the CRM, the project and ticket tool, the time tracker, the proposal tool, the internal chat and the client portal. It does not replace your accounting — it connects to Pennylane — and it is not an email client. Anything else would be a claim you would catch us on in week two.

Where does the data live?

In the European Union. Dashly is built and run by BEBRANDED, a company registered in France, and the database is hosted in the EU. Each agency's data is isolated at the database level, not merely filtered by the application.

Can I get my data back out?

Yes, at any time and without asking us: an owner exports the whole workspace as JSON from the settings. A tool you cannot leave is a tool you should not enter.

We are two people. Is this oversized?

Starter is three seats. The parts that matter at two people — one client record, the portal, the retainer that counts itself — are in every plan, because they are the product rather than the upsell.

Client seats cost nothing

Every comparable tool bills per seat, client users included — which is exactly what stops agencies opening a real portal. Dashly bills agency seats only. Portal users are free and unlimited, however many people your client puts in the room.

Try it on one client

Fourteen days, no card. Put a single client in — their deal, their project, their retainer, their portal — and see whether the second one takes ten minutes instead of an afternoon.