Operations app · Intreface
Project Dashboard
Turn won deals into live project boards with tasks, timelines, and budgets, syncing progress back to your CRM.
What it does
Project Dashboard, explained.
Project Dashboard turns won deals into live delivery projects, complete with tasks, timelines, and budgets. Progress syncs back to your CRM, so sales, delivery, and finance all see the same picture of every engagement.
Key features
- Convert won deals into project boards automatically.
- Track tasks, milestones, and timelines in one view.
- Monitor budgets and time against each project.
- Sync progress back to the CRM deal.
- Connect with Asana, ClickUp, and Monday.com.
See it in action
Watch Project Dashboard in 90 seconds.
A quick walkthrough of how Project Dashboard works and how teams use it day to day.
Connects with your tools
Works with the systems you already use.
Project Dashboard connects to Asana, Bitrix24, ClickUp and Monday.com out of the box — and through Intreface it works with the CRM, project, finance, document, communication and marketing tools below.
CRM
Projects
Finance
Documents
Communication
Marketing
Compliance & standards
Built to meet the standards your sector expects.
Project Dashboard is built and supported by Intreface, so the security, data-protection and accessibility standards below are handled as standard — here’s what each one covers.
UK GDPR & EU GDPR
How personal data is handled. A data-protection lead, mapped personal data (ROPA), clear privacy notices, Data Processing Agreements with vendors, and defined subject-access (DSAR) and breach procedures.
Data Protection Act 2018 (UK)
The UK's implementation of GDPR. ICO registration and data-protection fee, UK GDPR controls applied across the app, and records of processing activities kept up to date.
SOC 2 (Type II)
Independent assurance over security, availability and confidentiality. Controls are operated over a 3–12 month window and audited by an independent CPA firm, who issue the SOC 2 Type II report.
WCAG 2.2 AA / Accessibility
Accessibility for all users. The site and app are audited against WCAG 2.2 AA — aligned with the Equality Act, ADA and EN 301 549 — issues are remediated, and testing is carried out on an ongoing basis.
Built with Intreface
Four things every app gets as standard.
Customised to Fit
We build your applications to suit your individual requirements. We connect them to the tools you already use, then support you to develop and improve your applications.
AI Built-in
All apps have AI built in that makes your business run better, streamlining your processes, freeing up your team and helping you deliver a better experience to every customer.
Secure & Compliant
Your apps run on secure, managed infrastructure. Your data and your customers' data stay protected, and all apps are compliant with recognised industry standards.
Dedicated Support
Your Customer Success Manager learns your business to understand your needs and is available by phone or messenger to answer questions and provide advice.
Build Project Dashboard for your business.
Start from this template and customise it to your exact needs — hosted, secured and supported by our team.
FAQs
Project Dashboard — common questions.
What does Project Dashboard connect to?
Project Dashboard works with Asana, Bitrix24, ClickUp and Monday.com, and through Intreface it can connect to other CRM, project management, finance, document and communication tools you use.
Can we customise Project Dashboard to how we work?
Yes. Project Dashboard is a starting template — you can change the fields, logic, integrations and design to fit your exact process, with our team on hand whenever you need them.
Is our data secure?
Security is built into the architecture from the ground up, so your data and your customers' data are protected by a structured, proven approach rather than the gaps self-built apps leave behind.
Do you host and maintain Project Dashboard?
Yes. We host your app on secure, managed infrastructure with a staging environment and continuous backups, so it stays fast, available and protected with nothing for you to manage.
What support do we get?
Our team of experienced developers is on hand throughout. If you hit problems, or your app ever causes issues, we can step in to diagnose and fix them for you.
