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SaaSERPAgency Management

Agency ERP

One system for clients, projects, people, money, and creative work — instead of a pile of spreadsheets and tools.

Role
Full-Stack Developer
When
Since Jun 2025
Build
Founding engineer
Stack
MERN + TypeScript

Agency ERP · Dashboard

Revenue MTD

₹4.2L

+18%

Active projects

11

3 due

Open leads

27

5 hot

Outstanding

₹86k

2 overdue

Project performance

Recent activity

  • Invoice #104 marked paid
  • Lead “Dental Care” moved to Proposal
  • Creative brief approved — Brand film

Problem

01

Delivery, finance, HR, and credentials lived in different tools. Nothing shared a source of truth.

What I built

02

A modular ERP around the agency lifecycle — lead to payment — with role-based access and project-level finance.

CRMProjectsCreativeFinanceHRCredentialsAnalyticsRBAC

What shipped

03
  • Business & revenue dashboard
  • CRM & client management
  • Project & task management
  • Creative production workflows
  • Invoicing & finance
  • HR & employee management
  • Credential management
  • Automation-ready architecture
  • Analytics & reporting
  • Role-based access control

Outcome

04

Centralized multiple agency workflows into a single operational platform, reducing dependency on scattered spreadsheets, communication tools, and separate management systems.