Challenge

Managing multiple clients, tracking project progress, and handling invoicing manually was time-consuming and error-prone. Digital agencies were struggling with:

  • Scattered client information across multiple platforms
  • Manual project tracking leading to missed deadlines
  • Time-consuming invoice generation and follow-ups
  • Forgotten hosting and domain renewals causing client issues
  • Lack of visibility into business profitability

Solution

We developed a centralized management system that automates client onboarding, project tracking, and financial management. The system integrates all essential business operations into one powerful platform.

Manual Records
👥 Client Portal Interface

Client Management & Onboarding

Streamlined client information storage and automated onboarding workflows

📈 Project Timeline View

Project Progress Tracking

Real-time project monitoring with milestone tracking and deadline alerts

🧾 Invoice Template Design

Automated Invoice & Receipt Generation

Instant invoice creation and automated receipt generation for all transactions

Hosting & Domain Renewal Reminders

Automated notifications for upcoming renewals to prevent service interruptions

Business Profit Tracking & Analytics

Comprehensive financial analytics with profit margin calculations and reporting

Automated Notification System

Smart alerts for important events, deadlines, and business opportunities