Stop paying for five tools
that never talk to each other.
HubSpot stops when the deal is won. Asana starts when the deal is won. OpsDash is the only system that connects the two — showing you the actual profit in the middle.
Replaces the fragmented SaaS stack
Every other tool stops at the handoff.
Your CRM closes deals. Your project tool delivers work. But they never talk to each other — so you never know if the deal was actually profitable.
HubSpot
Tracks the deal — stops at “Won”.
Asana / Monday
Tracks delivery — has no idea what you sold.
Spreadsheet
Manual, always stale, always wrong.
OpsDash
CRM and project data share one database. Deal value, labour cost, time tracking, and project budget are all queryable together — giving you real-time project profitability without a spreadsheet.
Is this project profitable? — answered in real time.
Built for the full agency lifecycle
10 modules. 100+ features. All sharing one database — so data does not stop at module boundaries.
01
Revenue Engine
Close more deals. Forecast with confidence.
Captures leads, converts them into contacts and deals, and manages your pipeline with probability-weighted forecasting.
- Leads with scoring and capture API
- Kanban pipeline with custom stages
- At-risk deal detection (7+ days no activity)
- Quotes, MRR/ARR, Gmail sync
- Workflow automation on deal events
02
Delivery Engine
Win the deal. Start delivery immediately.
Project management natively linked to CRM. When a deal is Won, the project begins — no re-entry. Tasks, milestones, Gantt, and time tracking connected to the same database.
- Projects linked to won deals
- Kanban, Calendar, and Gantt views
- Subtasks, dependencies, milestones
- Time tracking log (start/stop timer)
- Project team management
03
Financial Brain
Know your margins — while the project is live.
Because sales and delivery share one database, OpsDash calculates real-time ROI per project. Deal value vs. labour vs. budget — in one view.
- Smart alerts (deals at risk, overdue tasks, SLA breaches)
- Revenue trends (YoY comparison)
- Pipeline velocity by stage
- Sales forecasting (weighted)
- Account analytics (top clients)
04
Private Fortress
Your data. Your server. Your rules.
Docker-deployable. Clients own the infrastructure. No per-user fees after deployment. Full RBAC, Row-Level Security, MFA, and a complete audit log.
- Docker + Vercel deployment options
- Row-Level Security (Supabase RLS)
- 4-role RBAC (owner, admin, member, viewer)
- Full mutation audit log
- TOTP-based 2FA + API keys + webhooks
Lead → Deal → Project → Profit
Every step connected. No data re-entry. No context switching between tools.
Capture a lead
Leads arrive from web forms, the capture API, Zapier, or manual entry. Each one scored 0–100 and queued for qualification.
Convert to contact + deal
One click converts a lead into a Contact and a Deal simultaneously. The pipeline picks it up immediately — no copy-paste.
Close the deal
Track probability, log calls, send quotes, and move the deal through custom pipeline stages. At-risk detection flags silence.
Start the project
Mark the deal as Won → create the linked project. Budget comes from the deal value. Client information carries over automatically.
Track delivery
Tasks, milestones, dependencies, and time tracking. The team logs hours directly against tasks — no external timesheets.
See the profit
Dashboard shows deal value vs. logged labour vs. budget — in real time. Know if a project is profitable before it closes.
Simple, Transparent Pricing
Start free and scale as you grow. No hidden fees, no surprises.
Free
Try the loop — contacts, a few projects, a few forms.
- public.plateIncludedSeats
- Contacts and a starter workspace
- 3 projects and 3 forms
- View-only dashboard
Studio
Bill it — proposals, invoices, recurring & a customer portal.
- public.plateIncludedSeats
- Smart Files — proposals & invoices in one
- Invoicing — recurring, reminders & customer portal
- Light automation
Growth
Win work and deliver it — pipeline, projects, resources, contracts.
- public.plateIncludedSeats
- Full CRM pipeline — leads, deals & quotes
- Projects, tasks & resource planning
- Contracts + the full operations dashboard
Full Loop
The whole loop — lead to profit, one database.
- public.plateIncludedSeats
- Vendor bills & accounts payable
- Analytics, reports & profitability
- Full automation
Agency
Scale it — SSO, white-label, e-invoicing, priority support.
- Enterprise SSO/SAML & SCIM — talk to us
- White-label branding
- e-Invoicing (Peppol) & priority support
What you'd pay elsewhere
Pick your team size — we price the closest stack of separate tools against the one OpsDash plate that covers it.
Separate tools
- monday.com Standardpublic.stackCalcPerSeatNote$60
- Asana Starterpublic.stackCalcPerSeatNote$67.45
- Harvest Propublic.stackCalcPerSeatNote$60
- Typeform Basic$29
- Total per month
- $216.45
- Total per year
- $2,597.4
public.stackCalcOpsdashTitle
- Total per month
- $59
- Total per year
- $590
public.stackCalcDisclaimer monday.com · Asana · Harvest · Typeform
Loved by Teams Everywhere
See what our customers have to say about OpsDash.
“OpsDash transformed how we run our business. Everything we need is in one place — analytics, CRM, project management. It saved us hours every week.”
Sarah Chen
Head of Operations, TechCorp
“We replaced 5 different tools with OpsDash. The unified experience is incredible, and our team adopted it in days, not weeks.”
Marcus Johnson
CEO, StartupX
“The analytics and reporting alone are worth the price. Combined with CRM and project management, it is an unbeatable platform for growing teams.”
Emily Rodriguez
VP of Sales, GlobalFin
Built on 2026 production standards
Every technology choice is the boring, correct one — not the trendy one.
Next.js 15
App Router, React Server Components, Server Actions
Supabase
PostgreSQL 15, Auth, Realtime, Storage, RLS
Stripe
Checkout, Customer Portal, Webhooks, Meters
Tailwind + Radix
Design system (@opsdash/ui), accessible components
Turborepo
pnpm monorepo, 14 packages, shared UI and config
3-layer security
Edge Middleware → Server Actions → Row-Level Security
Deploy in under 30 minutes
Clone, fill two environment files, push the migrations. Done.
git clone <your-repo-url> opsdash && cd opsdash
pnpm install && supabase start
cp ".env copy.example" .env
supabase db push && pnpm devStop guessing. Start running.
Every agency is one bad project away from finding out their profitable year was not. OpsDash tells you the truth — while there is still time to act.