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Custom Software

Business Management Portal

A complete business management system with analytics and automation.

All projects
Client
Professional services firm
Service
Custom Software
Year
2025

Scope

  • Custom Software
  • Dashboard
  • Automation

The problem

Client records, tasks, invoices and reports lived in separate tools. Managers had no live view of performance and staff repeated the same data entry every week.

Our solution

We built a role-based portal that brings clients, tasks, billing and reporting into one system, with automated reminders and dashboards that update in real time.

Key features
  • Live dashboards

    Revenue, workload and pipeline metrics visible at a glance.

  • Role-based access

    Admins, managers and staff each see exactly what they need.

  • Automated reminders

    Follow-ups, renewals and due dates triggered automatically.

  • Reports & exports

    One-click reports replacing hours of manual spreadsheet work.

Technology
  • React
  • Node.js
  • PostgreSQL
  • Docker
  • Google Cloud
Impact
  • Reduced manual work by automating recurring reminders and reports
  • Managers gained a live view of operations instead of end-of-month summaries
  • A scalable foundation for new modules as the business grows
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