A web-based platform for a digital marketing agency to manage internal productivity and client relationships.The platform provides:Team Side: Task management, client onboarding, and manual progress tracking.Client Side: A secure dashboard where clien need Web Development

Contact person: A web-based platform for a digital marketing agency to manage internal productivity and client relationships.The platform provides:Team Side: Task management, client onboarding, and manual progress tracking.Client Side: A secure dashboard where clien

Phone:Show

Email:Show

Location: Kottayam, India

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"1. Overview
A web-based platform for a digital marketing agency to manage internal productivity and client relationships.

The platform provides:

Team Side: Task management, client onboarding, and manual progress tracking.
Client Side: A secure dashboard where clients can view their growth and updates.
2. Goals
Provide a centralized workspace for the agency team to manage client progress and tasks.
Give clients a clear and transparent view of their marketing performance.
Maintain a lightweight MVP with core essentials, allowing quick launch and later feature expansion.
3. Key Users
Agency Team (Admin & Staff)
Manages client accounts, tasks, and performance updates.
Clients
Logs in to view their progress, reports, and updates.
4. Core Features
4.1 Team (Agency) Portal
Core MVP Features:

Login & Role Management
Admin (full control) & Staff (limited control).
Client Management
Add, edit, deactivate clients.
Store client contact info.
Task & Productivity Tracking
Create, assign, and mark completion dates.
Categorize tasks (SEO, Social Media, Ads, Reels, etc.).
Progress Updates
Add manual progress entries (text, numbers, files, screenshots).
Link updates to a service category.
Dashboard
Overview of all clients and their latest updates.
Quick stats (total active clients, tasks completed, pending tasks).

Future/Nice-to-Have:

Automated reminders for overdue tasks.
Internal team chat/comments.
4.2 Client Portal
Core MVP Features:

Secure Login
Each client has unique credentials.
Dashboard
Visual display of progress in each service category.
Latest updates with timestamps.
Reports/Documents
Download/view uploaded reports/screenshots.
Notifications
Email alert when new updates are posted.

Future/Nice-to-Have:

Graphs for historical data.
Client request submission form.
5. Functional Requirements
Feature
Description
Priority
User Authentication
Secure login for team and clients
High
Role Management
Admin & Staff roles for agency
High
Client CRUD
Add/edit/remove clients
High
Task Management
Create, assign, complete tasks
High
Progress Update Module
Add updates linked to service categories
High
Dashboard – Team
Overview of all clients and tasks
High
Dashboard – Client
Overview of their own performance
High
File Upload
Upload PDFs/images for progress proof
Medium
Email Notifications
Notify clients when updates are posted
Medium

6. Non-Functional Requirements
Security: Encrypted passwords, HTTPS.
Scalability: Should handle 50–100 clients in MVP without performance lag.
Responsiveness: Mobile-friendly UI.
Branding: Agency logo and theme customization.
7. Tech Stack Suggestion
Frontend: React / [login to view URL]
Backend: Node.js (Express) / Django
Database: PostgreSQL / MySQL
Auth: JWT-based authentication
File Storage: AWS S3 / Firebase Storage
Hosting: Vercel/Netlify (frontend), AWS/DigitalOcean (backend)
Optional Integrations (Phase 2): Google Analytics API, Facebook Ads API
8. References & Inspirations
AgencyAnalytics Client Portal
[login to view URL]
[login to view URL]" (client-provided description)


Matched companies (3)

...

SJ Solutions & Infotech

SJ Solutions & Infotech is a team of highly experienced and dynamic professionals who have an enormous passion for technology. In this fast changing … Read more

...

SYNERGIC SOFTEK SOLUTIONS PVT LTD

Synergic Softek Solutions, based in Kolkata, India, specializes in banking technology, digital innovation, and custom software development. The compa… Read more

...

Appsdiary Technologies

AppsDiary is a software house that designs and develops mobile applications, websites, and custom software solutions. They work with businesses to c… Read more