B2B SaaSProject ManagementAgency OperationsLive Product

One Platform to Run Your Entire Agency

Menage gives digital and creative agencies a unified workspace for clients, projects, tasks, team, and services — replacing scattered tools with one system that covers the full delivery lifecycle.

Built withLaravel · React · Tailwind CSS · REST API · Google Drive API

The Problem

Small-to-mid-size agencies offering web development, SEO, branding, and marketing run their operations across a patchwork of tools. Project status lives in one app, client details in another, and team capacity in someone's head.

The result: missed deadlines, duplicated work, and no clear picture of which projects are healthy and which are about to derail.

Tools Everywhere, Context Nowhere

Agencies juggle Trello for tasks, spreadsheets for clients, Slack for updates, and Google Drive for files. No single view of what’s happening.

No Visibility Into Project Health

Which projects are overdue? Which tasks are stuck? Without a central dashboard, managers find out too late.

Team Left Out of the Loop

Designers and developers get tasks via chat. No structured assignment, no priority levels, no progress tracking.

Client Onboarding Is Manual

Every new client means creating folders, copying templates, and setting up from scratch. Briefs and contacts live in email threads.

0
Core Modules — Dashboard, Projects, Tasks, Clients, Team, Services, Archive
0
User Roles with Granular Permissions
0-Step
Guided Task Creation Wizard
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Unified Workspace for Everything

What Was at Stake

Full Delivery Lifecycle in One System

The platform needed to cover everything from client onboarding and service scoping through project planning, task execution with checklists and comments, all the way to deliverables tracking and archiving — without feeling bloated or overwhelming.

Google Drive Integration at Every Level

Each client and each project needed its own linked Google Drive folder, accessible from any context in the app. Files, tasks, and projects all needed to connect seamlessly to the agency’s existing Drive workflow.

Team Wellness Without Friction

The client wanted a daily mood check-in system for team members — lightweight enough that people actually use it, but with analytics that give managers real visibility into team health over time.

How We Solved It

Each module replaces a scattered tool with a purpose-built workspace

Projects & Deliverables

  • KPI dashboard with status overview
  • Upcoming deadlines sidebar
  • Deliverables tracking per project
  • Google Drive folder per project

Task Management

  • 3-step creation wizard
  • Checklists with progress tracking
  • Comments with @mentions
  • File attachments and activity log

Client Management

  • Client profiles with brief and contacts
  • 2-step onboarding wizard
  • Service assignments per client
  • Google Drive integration per client

Team & Services

  • Role-based access (3 roles)
  • Compensation and hours tracking
  • Service catalog with scope templates
  • Soft-delete archive with restore

Feature Spotlight

3-Step Task Wizard

A guided flow walks users through task creation: set project and description, assign team members with priority and timeline, then add a checklist. Progress bar shows completion at every step.

Guided flowMulti-stepChecklists

Team Wellness Check-ins

Daily mood tracking with three levels (Feeling Good, All Right, Bit Off). Managers see mood distribution charts, check-in summaries, and can filter by time range or team member.

Mood trackingAnalyticsTime filtering

Service Scope Templates

Each service (Web Development, SEO, Branding) comes with a default scope template. When assigned to a project, the scope auto-populates — giving every project consistent, editable starting points.

Reusable templatesAuto-populatePer-service

Running your agency across five different tools? Let's build your unified workspace.

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See It in Action

How agencies manage projects, clients, and teams day to day

Before & After

What changed once the platform went live

Project Tracking

Status scattered across Trello, Slack, and spreadsheets

One dashboard with KPIs, deadlines, and activity feed

Task Management

Tasks assigned via chat with no structure

Guided wizard with checklists, priorities, and comments

Client Data

Briefs in emails, contacts in spreadsheets

Client profiles with brief, contacts, services, and Drive link

Team Visibility

No idea who’s overloaded or how the team is doing

Mood check-ins, role tracking, and compensation overview

Our Approach

From understanding agency operations to a live SaaS product

Phase 1 · Month 1

Mapped the Agency Workflow

Studied agency workflows, mapped the delivery lifecycle, and designed the unified data model.

Phase 2 · Month 2–4

Built the Platform

Built all 7 modules: Dashboard, Projects, Tasks, Clients, Team, Services, and Archive.

Phase 3 · Month 5+

Launched as Live Product

Deployed live with role-based access, real-time notifications, and Google Drive integration.

We were juggling five different tools to manage clients, projects, and our team. Sonicode built us one platform that replaced all of them — with a task wizard that actually keeps projects on track, Google Drive integration our team uses daily, and wellness check-ins we didn't know we needed until we had them.
RK
Rachel Kim
Operations Director, Digital Agency

Let's Work Together

Ready to transform your ideas into reality? Get in touch with our team.