Everything you need in one place
Over.Site brings your projects, sites, clients, servers, tasks and finances together in one powerful platform, giving you and your team complete visibility and control.
All your websites. All your work. One platform.
Project Management
Take every opportunity from first contact to final delivery with a unified pipeline that adapts to your workflow. Track prospects, build quotes, manage active projects, and assign tasks — all in one place with full visibility for your whole team.
Manage active work with configurable workflow stages, delivery dates, priorities, and linked team members. View your portfolio as a sortable list with smart filtering and inline status updates.
See your entire sales pipeline at a glance and never let an opportunity slip through the cracks.
Build and manage client proposals with full version history. Link quotes to contacts and organisations, track their status from draft through to accepted, and convert to active projects in one click.
Move from proposal to project seamlessly — no copy-pasting, no lost context.
Track opportunities from first conversation to qualified lead. Assign probability, estimated value, and expected timeline so you always know what’s coming down the pipeline.
See your entire sales pipeline at a glance and never let an opportunity slip through the cracks.
Assign, prioritise, and track work across every object in the system — projects, sites, tickets, or standalone. Built-in time tracking, status workflows, and automated digest emails keep everyone accountable.
From assignment to sign-off, every task has a clear owner, deadline, and audit trail.
Auto-generated PDF reports combining project status, linked tasks, support tickets, and finance data — delivered weekly or on demand, always up to date.
Professional project reports generated automatically — ready to share with clients in seconds.
CRM
Keep your client relationships organised with a central view of every organisation and contact, their linked projects, sites, tickets, and financials — so your whole team has the context they need, when they need it.
Store company details, logos, addresses, and websites with automatic geocoding for map views. Every linked site, project, invoice, and support ticket is one click away.
A single source of truth for every client relationship — from first engagement to ongoing support.
Manage individuals with job titles, direct contact details, and organisation links. Contacts are auto-created from inbound support emails, so your CRM grows as you work.
Your contact book builds itself — every email, every interaction, always connected.
Comprehensive PDF reports pulling in linked sites (with performance scores), active projects, open tasks, support tickets, and finance summaries — auto-generated weekly.
Present a professional account overview to any client, generated fresh every week without lifting a finger.
Site Management
Sites are pinged every five minutes with instant email and SMS alerts when something goes down — and recovery notifications when it comes back. Rolling availability ratios (24h, 7-day, 30-day) give you the long view at a glance.
Comprehensive PDF reports pulling in linked sites (with performance scores), active projects, open tasks, support tickets, and finance summaries — auto-generated weekly.
Know when a site goes down before anyone else — and prove it came back up fast.
Automated Google PageSpeed Insights audits run weekly, tracking Performance, Accessibility, Best Practices, and SEO scores for both desktop and mobile. Historical trends plotted over 12 months.
Track performance improvements over time — not just today’s score, but the full story.
Auto-generated PDF reports combining uptime history, Lighthouse trends, linked projects, tasks, support tickets, and WordPress health — configurable per site, delivered weekly.
Beautiful site reports that write themselves — share performance proof with clients on a schedule.
Every project, task, and support ticket ever linked to a site is preserved in a complete historical record — giving you full context on what’s been done and when.
Never lose track of what happened on a site — every change, every project, fully documented.
WordPress Integration
Our dedicated WordPress plugin connects in minutes, syncing site health, plugin status, user activity, storage usage, and daily traffic data automatically. Manage database cleanup, spot outdated plugins, and detect security issues — all from Over.Site without logging into WordPress.
Manage dozens of WordPress sites from one dashboard — no more logging into each one individually.
Customer Support
A complete helpdesk built for agencies and service providers. Every support email becomes a trackable ticket with SLA deadlines, team ownership, and a full audit trail — so nothing gets missed and clients always get a response.
Clients email your dedicated support address and a ticket is created automatically — complete with contact matching, priority assignment, SLA deadlines, and threaded replies. Internal notes keep your team aligned without the client seeing private discussions.
Every client email becomes a trackable ticket — no inbox hunting, no lost conversations.
Configurable SLA deadlines per priority level (low, medium, high, urgent) with visual overdue indicators and automatic due-date calculation. Filter by overdue, owner, or status to focus on what matters.
Set response targets per priority and see instantly which tickets need attention now.
Assign multiple owners per ticket, send @mention notifications in replies, and use internal notes for private team discussion. New owners are notified automatically on assignment.
Collaborate on tickets without the client seeing the back-and-forth — then send one polished response.
Track resolution times per agent, per team, or across the board with configurable date-range reports. See ticket volumes, average response times, and identify bottlenecks before they become problems.
Measure support quality with hard data — know who’s resolving fast and where queues are building.
Configurable summary emails (daily, weekly, or monthly) keep owners informed of their open tickets and upcoming deadlines — without needing to log in.
A regular nudge with exactly what's outstanding — so nothing slips through the cracks.
Team
Everything your team needs to communicate, plan, and organise — built right into the platform. No switching between apps for chat, leave requests, passwords, or scheduling.
Real-time messaging with channels for every project, site, and team — plus direct messages, threads, emoji reactions, @mentions, file sharing, and browser/mobile push notifications. No third-party chat tool required.
All your work conversations in context — right alongside the projects they’re about.
Request, approve, and track annual leave with automatic working-day calculations that account for weekends, bank holidays (country and region-aware), and company closure days.
No more spreadsheets — request leave, see balances, and approve in seconds.
A full-screen monthly timeline showing tasks, projects, quotes, prospects, and annual leave side by side. See who’s working on what and when, with filtering by team member.
One visual timeline for everything — work, deadlines, and availability all in one place.
A shared bookmark bar visible across the platform — pin frequently-used tools, client portals, or reference links with auto-fetched favicons for quick recognition.
Your team’s most-used links, always one click away — no more hunting through browser bookmarks.
Securely store and share credentials for client sites, servers, and services with your team. Powered by enterprise-grade encryption — passwords never stored in your main database.
Share passwords safely across your team — no more credentials in spreadsheets or sticky notes.
Finance
Track every penny in and out with invoicing, expense tracking, recurring subscriptions, and forecasting — all linked to your projects and clients for complete financial visibility.
Create detailed invoices with multiple line items, per-line tax rates, and payment status tracking. Set up recurring templates (weekly, monthly, yearly) that auto-generate invoices on schedule.
Invoice once, get paid repeatedly — recurring billing runs itself while you focus on delivery.
Monitor all your outgoing subscriptions and recurring expenses in one view — know exactly what you’re spending, when it renews, and what’s coming up.
See every recurring cost at a glance — no surprises when the renewals come around.
A 12-month income-versus-expenses view showing where the money flows. Click any number to drill down to the individual transactions behind it.
See your financial health at a glance — income, expenses, and net position month by month.
Combine paid invoices, outstanding amounts, recurring templates, weighted quote values, and prospect probabilities into a multi-layered forward-looking forecast.
See what’s coming — from confirmed income to weighted pipeline, plan months ahead with confidence.
Technical
Keep track of the infrastructure behind your websites — server capacity, domain records, and full historical data — so you’re never caught off guard by an expiring domain or a server running out of space.
Track server details including hosting provider, IP addresses, storage usage, and geographic location with map visualisation. Colour-coded capacity indicators flag servers approaching their limits.
Spot capacity issues before they become outages — visual storage tracking across your entire fleet.
Live DNS and WHOIS lookups for every domain you manage — nameservers, expiry dates, and registration details auto-refreshed and stored. Know the moment a domain’s nameservers change or expiry approaches.
Never miss a domain renewal — expiry dates tracked and monitored across all your clients
A complete audit trail across everything: uptime logs (every 5 minutes), Lighthouse score trends (12 months), WordPress activity logs, and full usage history for every object. Nothing is lost.
Full transparency on everything that’s happened — uptime, performance, changes, and who did what.
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Site Uptime Monitoring & Performance History
At OverSite you can fully document and record the history of a site, including downtime and lighthouse reporting, meaning you can show your clients the real benefits of their new website at the push of a button. You can also see the status of all of your managed sites, meaning you can react to any issues promptly.
Expense Tracking for
Licenses & Subscriptions
Although our suite of tools can already help you to eliminate multiple subscription costs in favour of a single manageable payment, we want to make sure you avoid unnecessary expenditure. That’s why we’ve included a subscription and license tracker, to ensure that your monthly outgoings are for tools you actually use.
Domain Tracking
and Management
Managing a customer’s website is rarely as simple as having a login for the backend! We allow our users to manage domains within their workspace too, meaning that DNS updates, go-lives – and getting clients to remember their domain credentials several years down the line – are no longer pain points.
Project Tracking
for Full Project Life Cycle
From prospect, to quote, to project, to live site, to support contract, we provide the tools for you to track the entire life cycle of your project or site, from kickoff to launch, and beyond.
Team Availability
and Workload
Ensure your team’s workload is distributed appropriately with our internal task system and planner, giving a robust visual representation of work in progress and project concurrency.
Fully Integrated
Support Ticket System
Transition smoothly to our integrated, email-based support ticket system, included at no extra charge. We include the full functionality you’re familiar with – and the only change for your clients is the email address.
Visual Planner
Track and monitor multiple projects with ease. Our visual planner helps to display concurrency, workload and scheduling so new projects can be inserted or existing ones prioritised.
Lighthouse Reporting
with Full History
Track the performance of your websites with our automated lighthouse reporting, complete with an historical record of all reports generated in our system and displayed on an easy-to-read graph. Show your clients that your updates have made a difference!
CRM System
Included as standard, our CRM system allows you to track and manage your clients seamlessly. It’s even connected to the ticketing and finance sections to allow you to monitor support contracts, invoices and more.
Secure Password Vault
Managing multiple client sites can be a headache when credentials go missing – our secure password vault allows credentials to be stored within your workspace, using state-of-the-art security measures and mutual approval logic to keep them safe and private, but accessible when needed.
Finance Tracking
Keep track of your invoices, retainers and support contracts with our finance tracker. We’ve connected it to our ticketing system so your time can be tracked and managed with a minimum of fuss. We’ll even generate the invoices for you and remind you when they’re due to be sent out.
Task Management System
OverSite includes a task management system as standard, based on some of the most popular tools, but without the additional subscription costs. You can manage your backlog and sprints, track tasks or monitor work in progress.
Technical Asset Management
Manage your domains, sites and servers all from within OverSite. Keep track of what’s stored where, domain and SSL certificate expiration dates, and more.
Resource Repository and File Storage
Keep files and documents to hand with 1GB of free storage, included with all free accounts – business accounts get up to 10GB free! Benefit from document sharing, file organisation and instance-specific resource management for all your administrative needs.
Custom Views and Dashboards
Organise OverSite your way – we have an account dashboard with everything you need on display, as well as custom views for all of your sites, tasks, projects and more.
Invoice Creation and Tracking
If you’re managing a client’s website and projects, it’s only natural to include the payment information too. At OverSite you can generate itemised invoices, export to PDF and set up reminders for when they should be sent out.
Google Analytics Integration
OverSite allows full integration of Google analytics, storing performance metrics and reporting for each site in your workspace. Our reporting tools allow you to visualise this data with ease.
Complete Site History
OverSite is all about websites – that’s why we track the entire site history, from concept to project to live site, and document this for you. Refer back to any time the site was modified, had downtime, or was updated – if you document it with us, it’ll be there for you to reference.
Everything in one place
We built OverSite with a specific goal in mind – to allow web agencies to control all the information, communication and documentation they need on all of their projects, customers, servers, domains and sites, in a single place. Project managers, developers and company owners can all use OverSite’s suite of tools and benefit from them, either for free or at very reasonable rates for business users.
Trusted by businesses worldwide
From startups to large corporations, companies around the world rely on OverSite to keep their websites and web projects running smoothly. Our 24/7 support for premium users ensures your peace of mind.
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