Custom Applications · Concept
Client Portal & Operations Dashboard
A concept client portal and internal dashboard that centralizes projects, requests, and status in one place.
This is an internal or conceptual project created to demonstrate our approach. Details and outcomes are illustrative and are not presented as verified client results.
Project
Client Portal & Operations Dashboard
Industry
Agency Operations (concept)
Services
Custom Applications, System Integrations
The Challenge
This concept explores replacing scattered spreadsheets and email threads with a single, secure workspace.
Workflow Before
- Status lives in email and spreadsheets
- Clients ask for updates constantly
- No single source of truth
Workflow After
- Clients see status in real time
- Requests submitted in one place
- Team works from one dashboard
- Reporting is automatic
The Solution
A secure portal gives clients real-time status and a place to submit requests, while an internal dashboard centralizes operations.
Features
Client portalOperations dashboardRequest intakeReporting
Integrations
AuthCRMEmail
Technology
Next.jsPostgresRole-based access
What This Concept Demonstrates
- Illustrates a single secure workspace for clients and team
- Shows automatic status and reporting