TLDTrack is the agency CRM for studios that ship websites, manage hosting and bill recurring services. Track every client, domain, subscription and invoice from one dashboard. Branded client portal, support tickets, Kanban workflow, smart email inbox, encrypted credentials vault and full domain monitoring included.
No credit card required. Cancel anytime.
1 dashboard
Replaces your CRM, billing tracker, client portal, ticket inbox, password vault and project board
Zero spreadsheets
Every hosting renewal, service subscription and recurring invoice tracked in one place
Auto invoicing
Smart cards appear on your board the moment a client's renewal is due
Built in MRR
Live monthly recurring revenue and year on year tracking baked in
Capture each client once with company name, contact details, address and free form notes. Link domains directly to the client who owns them so renewal alerts, monitoring incidents and invoicing all flow to the right place automatically.
Unlimited clients with company, contact email, phone, address and notes
CSV import to migrate your existing client list in minutes
One link to assign existing or new domains to a client
Notes persist across years so "20 percent loyalty discount" or "leaving July 2027" stays visible
Belmore Dental
1 domainDefine every service you sell once: Standard Hosting, Email Hosting, WP Maintenance, SSL renewals, Domain Renewal, retainers, anything billed regularly. Set a default price and billing period. Then assign services to clients and the platform handles the rest.
Service catalogue with categories, default prices and currencies
Per client price overrides for discounts or premium tiers
Live MRR figure on every page, with annualised projection
Each subscription links a service to a client and a domain, with next due date
Live MRR
£4,287
£51,444 annualised
Active subs
134
across 9 services
Tell each service when to invoice (monthly on the 1st, weekly on Fridays, whatever fits your workflow) and how far ahead to surface the work. A daily background process scans every subscription, groups them by service and period, then drops a tidy invoicing card onto your Kanban board with one tickable line per client.
Per service cadence: weekly or monthly, on a chosen day, with adjustable lead time
New clients show up automatically. Anyone who left stops appearing next year
Override prices per cycle for a one off discount without losing the baseline
Ticking a line item marks the invoice as raised and feeds the YoY tracker
June 2026 total
£1,876.20
vs May 2026 £1,720.40 +9.1%
Invoice Standard Hosting June 2026
Your work lives on a four column board: To do, In progress, Blocked, Done. Drag a card across as it moves through the workflow, and dropping into Done auto completes it. Every task on the board has an urgency pill, optional due date and full activity history.
List view or Kanban view, switch any time
Native drag and drop with optimistic UI, snaps back on save failure
Cards link to a client, a domain, or stand alone for internal tasks
"Show on board N days before due" keeps tomorrow's work out of today's view
To do 4
Call XYZ Ltd back
Invoice June hosting
In progress 2
Greenfield Studios rebrand
Blocked 1
Westwood Hotel brief
Done 12
WP updates Belmore
"Call XYZ" should never take a full form to capture. A quick task button on every column opens a focused four field modal: title, optional description, urgency, due date. Hit Enter and you're done. For repeating work like "run WP updates monthly", set a recurrence on the full card and watch it return on schedule.
Daily, weekly, monthly, quarterly or yearly recurrence
Snooze cards to any date with one click presets (Tomorrow, Next Monday, In a month)
AI assisted checklist generation breaks a card into action items in seconds
Full audit trail of who completed what and when
New task · To do
Esc to closeTitle
Urgency
Due
Show days before
Every agency org gets a unique forwarding address. Tell clients to email it (or forward existing threads in). AI summarises the request, matches it to the right client, and creates a ticket on your inbox. Reply from the dashboard and the client sees a normal email back. Convert any request into a job card with one click.
Unique inbound email per org (or per client) routed via AWS SES
AI auto routing matches the email to a client from your existing list
Threaded conversation view with internal notes alongside customer replies
Convert any request into a job card, preserving the original email
Smart inbox
Site is loading slowly
OpenGreenfield Studios · auto routed · 2h ago
Move WordPress to new host
In progressNorthpoint Retail · converted to job card · 1d ago
Add new user to dashboard
Belmore Dental · resolved · 3d ago
Clients get their own login at your portal address, carrying your logo and brand colours. They raise support tickets, watch the status change in real time and reply in a threaded conversation. Every ticket lands in your agency dashboard right beside your email and manual requests, so the whole team sees one queue.
Branded portal: your logo, your colours and your own portal address
Clients sign in with a password or a one-tap email magic link
Raise tickets, follow live status and reply in a threaded conversation
Email updates land the moment you reply, so nobody has to chase
Invite several contacts per client; your internal notes stay private
Greenfield Studios support
Contact form not sending
Updated 2h ago
Add a new team email address
Updated 1d ago
Update opening hours on homepage
Updated 4d ago
Your clients see your brand, not ours.
Store CMS logins, FTP credentials, registrar PINs, hosting control panel logins, anywhere you need a password. Encrypted per organisation with a unique salt, decrypted only on reveal, with access tied to staff role. Each entry links to the client and domain it relates to.
Generate any number of iCal subscription URLs from your tasks, requests and renewals. Plug them into Google Calendar, Apple Calendar, Outlook, anything that reads .ics. Each feed updates live so your calendar always reflects the dashboard.
Four steps. Most agencies are operational the same day.
CSV upload or one by one. Link each to the domains they own.
Hosting, email, WP maintenance, retainers, anything you bill regularly.
Pick when each service invoices. Daily cron does the rest.
Cards arrive on your Kanban automatically. Drag, tick, done.
Practical outcomes our agency customers report in the first 30 days.
No more missed renewals
Every hosting, email and domain renewal gets surfaced as a job card in advance. Zero chance of a client renewal slipping past the window.
Visibility into MRR
Know exactly what's coming in next month, this quarter, and the same period last year. Spot churn or growth at a glance.
Hours back per week
No more reconciling spreadsheets, hunting for passwords, or chasing yourself for which invoices went out. The system tracks all of it.
One source of truth
When a client emails about their site, you can see their domains, services, recent monitoring incidents and request history without opening another tab.
Faster onboarding
New staff get a tidy dashboard from day one. Activity logs, audit trails, and per role permissions mean you can hand off without anxiety.
Bundled with monitoring
Uptime, SSL, DNS, blacklist, PageSpeed, email deliverability checks already in TLDTrack. The agency layer plugs straight into all of it.
Bundled free with the Agency plan, so if you're already on Agency it just turns on. On Starter, Pro, Solo or any other plan it's £10 per month as an add-on. Cancel any time from your billing page. There's a 7 day free trial of the whole platform first.
It generates the work list, tracks who's been invoiced for which cycle, and stores historical amounts year over year. The actual invoice document goes out from your existing accounting software (Xero, FreeAgent, QuickBooks, whatever). We focus on the work tracking around invoicing, not duplicating an accounting package.
Yes. Add team members with read, write or admin roles. Every action is audited so you can see who completed what and when.
Mark the subscription cancelled or set an end date. The smart cron stops surfacing them in future invoicing cards automatically. Their history stays viewable for as long as you want.
Yes. Drop a CSV with client name, company, email, service, domain, due date and amount columns. The importer creates clients, links domains and seeds the subscriptions in one pass.
Yes. Clients log in to a portal at your own address, carrying your logo and brand colours, where they raise support tickets, track status and reply in a threaded conversation. They sign in with a password or a one-tap email magic link, and you can invite several contacts per client. Every ticket drops into your agency dashboard next to your email and manual requests, so the team works one queue.
Start a free trial of TLDTrack with the Agency CRM enabled. No credit card needed. Cancel any time. If it doesn't earn its keep in the first month, walk away.
This action cannot be undone.