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
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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

SYNERGIC SOFTEK SOLUTIONS PVT LTD
