Unified intake
Bring selected mailboxes, messages, voice notes, and project signals into one assignable queue.
Private agency operating system
Every client signal.
One accountable outcome.
Dash brings client communication, CRM, delivery, support, governed AI work, evidence, time, and billing into one calm operating loop.
Workspace isolatedHuman approval gatedEvidence attachedMobile ready
Workspace isolated
Access follows membership
Evidence first
Every decision stays traceable
Humans accountable
Agents remain delegates
One operating model
Deep enough for the agency.
Clear enough for the client.
The product stays simple at the top and precise underneath. Each surface answers one question: what arrived, who owns it, what is happening, what needs approval, and what changed.
Connected CRM
Accounts, contacts, opportunities, agreements, delivery, support, health, and renewals share one history.
Governed AI work
Separate the accountable human from the delegated agent, with bounded runners, checkpoints, evidence, and approvals.
Approval boundaries
Customer replies, provider writes, deployments, spending, and destructive actions pause for an authorized decision.
Work to time
Canonical work and timers preserve the operational trail instead of forcing a second billing system.
Evidence to invoice
Quotes, retainers, invoices, itemized rows, and concise client-readable change summaries close the commercial loop.
The accountable loop
AI does the work. Your system keeps control.
INTAKE
OWN
EXECUTE
APPROVE
DELIVER
BILL
A message does not become three competing tasks. It becomes one canonical record, one owner, optional agent delegation, explicit evidence, and a visible decision trail.
Questions
Where does Dash run?
Dash runs in your controlled environment with PostgreSQL, a durable worker, encrypted secret references, and workspace-isolated data. Local or remote runners make outbound connections when approved work needs a native coding harness.
Who owns the data?
The deploying organization does. Workspaces, integrations, attachments, audit evidence, and agent context remain scoped; a portfolio never grants silent access to a client workspace.
Can clients use it directly?
Yes. Client-safe access is designed around clear project, request, support, commercial, and evidence views. Public share links remain read-only, and broader client access is introduced deliberately.
Can an agent send or deploy by itself?
Not by default. Agents plan, implement, test, and prepare evidence. Customer communications, authoritative provider changes, deployments, production promotion, spending, and destructive actions require explicit policy and approval.
Which integrations are available?
Dash has capability-based adapters for mail, project systems, messaging, private attachments, voice intake, and coding agents. Each connection is activated per workspace only after its credentials, allowlists, and operational checks are configured.
Private pilot
Built for serious operations before public packaging.
Dash is currently deployed for controlled agency use. Product access, connector activation, data migration, and automation policy are configured deliberately—not through a self-serve signup funnel.
Stop managing the work between your tools.
Give clients one place to be heard—and your team one place to deliver, approve, prove, and bill.