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.
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.
Agencies juggle Trello for tasks, spreadsheets for clients, Slack for updates, and Google Drive for files. No single view of what’s happening.
Which projects are overdue? Which tasks are stuck? Without a central dashboard, managers find out too late.
Designers and developers get tasks via chat. No structured assignment, no priority levels, no progress tracking.
Every new client means creating folders, copying templates, and setting up from scratch. Briefs and contacts live in email threads.
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.
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.
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.
Running your agency across five different tools? Let's build your unified workspace.
Start a ConversationSee It in Action
How agencies manage projects, clients, and teams day to day
Before & After
What changed once the platform went live
Status scattered across Trello, Slack, and spreadsheets
One dashboard with KPIs, deadlines, and activity feed
Tasks assigned via chat with no structure
Guided wizard with checklists, priorities, and comments
Briefs in emails, contacts in spreadsheets
Client profiles with brief, contacts, services, and Drive link
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
Mapped the Agency Workflow
Studied how small-to-mid-size agencies manage their delivery lifecycle — from client intake and service scoping through project planning, task execution, and team coordination. Designed the data model to connect clients, projects, tasks, team members, and services into one coherent system.
Mapped the Agency Workflow
Studied agency workflows, mapped the delivery lifecycle, and designed the unified data model.
Built the Platform
Developed the 7 core modules: Dashboard with KPIs and activity feed, Projects with deliverables and deadline tracking, Tasks with 3-step wizard and checklist system, Client management with onboarding wizard, Team dashboard with wellness check-ins, Service catalog with scope templates, and Archive with soft-delete/restore.
Built the Platform
Built all 7 modules: Dashboard, Projects, Tasks, Clients, Team, Services, and Archive.
Launched as Live Product
Deployed to menage.webmedic.app with role-based access for Admin, Project Manager, and Team Member roles. Real-time notification system and Google Drive integration activated. The agency team onboarded and began managing all operations through the platform.
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.
Let's Work Together
Ready to transform your ideas into reality? Get in touch with our team.
Get In Touch
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