SaaS Business Management Portal

The challenge

Client records, invoices, and project tasks were split across separate tools that did not talk to each other, so basic questions meant checking three places.

The approach

How the project moved from problem to working system.

1. 01

   Define the core workflows

   Identify the client, billing, and task flows that had to live in one place.

2. 02

   Architect the platform

   Plan a multi-tenant Laravel application with roles and subscription billing.

3. 03

   Build iteratively

   Ship the client and task modules first, then billing and reporting.

4. 04

   Integrate

   Connect Stripe for subscriptions and expose a REST API for other tools.

5. 05

   Launch and extend

   Onboard users and prioritise the next features from their feedback.

Tech stack

• Laravel
• REST APIs
• Stripe

The result

Clients, billing, and work are managed in a single portal with subscription revenue handled automatically, replacing several disconnected subscriptions.