A Softr portal to bring together a marketing agency's projects, deliverables and requests
Performance Marketing Advisors needed to organize project and deliverable tracking as the agency grew. A Softr portal was built with views for clients, the internal team and administration.
The starting point.
Project and deliverable management was spread across spreadsheets, notes and different portals. The agency needed a shared environment to track work, handle requests and provide separate access for clients and the team.
How we did it.
A Softr application was developed to bring together projects, deliverables and internal work. Views were configured for clients, the team and administration, along with a request, assignment and approval workflow reviewed with the client during project closeout and support.
What changed.
A shared portal
Projects and deliverables brought together in a Softr application.
Separate access
Views configured for clients, the internal team and administration.
Working request process
The request, assignment and approval workflow was confirmed as functional at project closeout.
Client validation
Application review and issue resolution during the support period.
Tools used
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