Agency Dash Pro

Branded client dashboards, managed from one place.

Connect HighLevel client accounts, assign proven dashboard templates, and embed clear reporting into each client experience—without rebuilding reports account by account.

Start free with 1 account Explore dashboard examples

First connected account is free. Paid plans are not available for purchase yet.

Sample Agency Dash Pro dashboard preview

Built for agencies using HighLevelBranded embedsCentralized account managementNo CRM-record write permissions

The reporting handoff

Move from repeated manual work to a managed workflow.

Separate client accounts can make reporting hard to standardize. Agency Dash Pro keeps the source, template, embed, and reporting workflow connected without pretending each account is identical.

01
Connect a client account.
02
Assign a dashboard template.
03
Copy and embed the dashboard.

Product capabilities

Build a better client reporting experience.

Client-ready dashboards

Turn connected account data into a clear reporting destination for your clients.

Branded embeds

Copy one stable embed into the client experience and keep the presentation on brand.

Managed refreshes

Use a queued refresh model that protects connected accounts from unnecessary API pressure.

Account-source management

See connected accounts, assignment health, access checks, and source status in one workspace.

Reusable templates

Start from curated templates, then use organization or location-level presentation choices.

Disconnect and deletion

Remove a source through a guarded flow that invalidates its embed and clears associated source data.

A clear lifecycle

Connect, verify, assign, customize, embed, refresh, manage.

The agency portal, client workspace, and public embed each have a clear role. This means client-facing dashboards can remain simple while source management stays protected.

Activity and progress · for Teams using CRM Defense

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For the teams behind the report

Built around real reporting responsibilities.

Agency owners

Standardize a client roster without reinventing the presentation.

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CRM consultants

Add a practical reporting deliverable to each implementation.

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Multi-location teams

Keep each connected location separate and consistently presented.

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Client reporting services

Give clients a persistent embedded dashboard destination.

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Simple capacity-based plans

Start with one active connected account.

Free

$0/month

1 active connected client account

Try Agency Dash Pro with your first client account.

Start freePlan selection currently starts a free workspace; no checkout occurs.

Starter

$15/month

Up to 5 active connected client accounts

For small agencies building a repeatable reporting service.

Choose StarterPlan selection currently starts a free workspace; no checkout occurs.

Recommended

Growth

$50/month

Up to 25 active connected client accounts

For growing agencies managing a larger client roster.

Choose GrowthPlan selection currently starts a free workspace; no checkout occurs.

Scale

$97/month

Up to 100 active connected client accounts

For established agencies managing reporting at scale.

Choose ScalePlan selection currently starts a free workspace; no checkout occurs.

Enterprise

Contact sales

101 or more active connected accounts

Volume pricing and onboarding for organizations managing more than 100 accounts.

Contact salesPlan selection currently starts a free workspace; no checkout occurs.

Security and data

Designed around controlled access and a prepared snapshot model.

Credentials are encrypted at rest by the application, embeds read prepared snapshots, and connected sources can be permanently disconnected and deleted.

Security practices Data usage Privacy policy draft Subprocessors

Questions, answered

Practical answers before you connect.

Does Agency Dash Pro update dashboards in real time?

No. Connected-account data is refreshed through a managed queue. Core reporting data is scheduled frequently, while some historical or provider-limited data is reconciled on a longer cadence.

What counts as an account?

One active connected HighLevel client account or location counts as one account. Reusing the same dashboard embed does not create another charge.

Can I disconnect an account?

Yes. Authorized source managers can permanently disconnect a source. This invalidates its embed and removes the encrypted credential, cached reporting data, source-specific settings, and related sync state.

Does Agency Dash Pro write to CRM records?

No CRM-record write permissions are requested. The narrow oauth.write permission is used only for an authorized company-to-location token exchange.

Ready when your next client is

Give reporting a clear, repeatable home.

Start with one connected account, explore the templates, or tell us how you deliver client reporting today.

Start free Explore examples Contact sales