In-house SaaS Product

AgencyOS — Digital Marketing Agency Management System

An all-in-one internal management system for digital marketing agencies — clients, a visual content calendar, a public client-approval portal, invoicing, team roles, a credentials vault, AI caption generation and analytics, all in one PHP app. Currently in active development.

Category
CRM
Status
Live
Our role
Product architecture and full-stack engineering
Timeline
In development
AgencyOS — digital marketing agency dashboard concept showing a content calendar, client approval portal and revenue stats
AgencyOS — digital marketing agency dashboard concept showing a content calendar, client approval portal and revenue stats

The problem

Digital marketing agencies juggle a dozen disconnected tools — spreadsheets for clients, one app for the content calendar, email threads for client approvals, separate invoicing software, and shared docs for passwords. Content gets approved over WhatsApp, credentials leak in plain text, invoices are chased manually, and nobody has a single source of truth for what is scheduled, approved or paid.

What we built

Kalpabriksha is building AgencyOS as a single self-hostable PHP/MySQL platform (designed for ordinary cPanel/hPanel shared hosting) that runs the whole agency from one dashboard. It ships with a first-run web installer that auto-creates all database tables and an admin account. Role-based access (Admin, Editor, Viewer) governs who can touch clients, content, invoices, the vault and team settings. The standout piece is a tokenised public client portal: each client gets a unique link (no login) where they review, approve or reject scheduled content and leave comments, with email notifications wired through PHPMailer/SMTP. A content calendar organises Reels, Stories, Carousels and Posts across Instagram, Facebook, YouTube and X, Gemini AI drafts captions on demand, and an AES-encrypted vault safely stores client credentials.

Key capabilities

  • Role-based access for Admin, Editor and Viewer users with per-client assignment
  • First-run web installer that auto-creates tables and the admin account
  • Client management with auto-generated portal links and welcome emails
  • Public, login-free client portal to approve/reject content and comment
  • Visual content calendar for Reels, Stories, Carousels and Posts
  • Multi-platform content across Instagram, Facebook, YouTube and Twitter/X
  • Approval workflow with status tracking and notifications
  • Invoicing — create, view and manage client invoices
  • Team management with roles and client-level permissions
  • AES-encrypted credentials vault for client logins
  • Gemini AI caption generation for posts
  • Brand strategy editor and an analytics dashboard
  • Media uploads (images/video) per client with configurable limits
  • SMTP email (PHPMailer) with Gmail App Password support

The outcome

Currently in active development. The client portal, content calendar, approval workflow, invoicing, team roles, encrypted vault, AI captions and analytics are being built and hardened toward a first production release.