Agency Management Platform
A custom, scalable agency workflow operating tool designed to manage teams, leads, and invoicing with zero monthly per-seat fees.
The Business Problem
Our client was managing projects and invoicing across five fragmented SaaS tools, resulting in disconnected client data and mounting subscription overhead. They needed a single, unified database system that could scale to hundreds of client processes without per-seat licensing penalties.
The Engineering Solution
We designed and built a bespoke workflow operating system using Next.js and NestJS. The platform features role-based access control, a secure customer portal, drag-and-drop task boards, and automated invoice runs powered by PostgreSQL databases.
Technologies Utilized
Project results & outcomes
Interface screenshots & flows
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