Project Management CRM

Challenge

A distributed agency outgrew off-the-shelf project management tools. Time tracking, invoicing and client reporting lived in 4 different SaaS subscriptions with no shared identity layer. Account managers were re-entering data daily and revenue leaked through forgotten billable hours.

Solution

Built a multi-tenant CRM/ERP on Laravel + FilamentPHP with kanban boards, time tracking, recurring invoicing, Stripe payouts and granular role-based access (RBAC). Background queues handle PDF generation and email digests; Pusher powers real-time board updates across distributed teams. Strict DDD layering keeps the billing core separate from UI concerns.

Technology stack

Result

Replaced 4 SaaS subscriptions with one self-hosted system. Account managers now close invoices 45% faster, the agency captured ~$28k of previously unbilled hours in the first quarter and the platform now runs across 6 tenant brands on a single codebase.

Key metrics

12k+

tasks/month

45%

PM overhead saved

99.9%

uptime