Agency Internal Operating Software — Build Brief

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TYPE OF WORK

Full Time

SALARY

$500-$1000

HOURS PER WEEK

24

DATE UPDATED

Apr 11, 2026

JOB OVERVIEW

=Overview
We're a growing marketing agency operating across WhatsApp, Google Sheets, and ClickUp. We need a developer to build an internal web app that puts everything in one place — client performance, payments, sales activity, and team tasks.

The App Has 5 Modules
CEO Dashboard — Business snapshot on login. Client health overview (color coded), revenue projections, sales activity, and auto-generated alerts
Client Hub — Full client profiles with revenue, payment history, performance metrics, weekly updates, and communication logs
Sales Tracker — Daily outreach log, Kanban lead pipeline with follow-up sequence tracking, and sales analytics
Finance & Payments — Payment tracker per client, expense log, contractor payments, monthly revenue projections
Team & Tasks — Daily standup log, task board by client, weekly reports

Tech Requirements
Web-based, mobile responsive

Email
/password login with role-based access (3 roles)
Database with full edit/storage on all records
Audit trail on key data changes
Built-in notification system — in-app alerts for overdue payments, missed standups, and daily outreach targets
CSV/PDF export
No external API integrations in V1, all data entered manually

Please watch this video as an example of something similar we need done on the UI level.

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To Apply
1. Full Name
2. Something relevant you've built / work portfolio
3. Your rate for a working on this project and turnaround time.

SKILL REQUIREMENT
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