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

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]

Project ID: 39689353