SaaS / ERP
Business Operations Portal
OpsDesk
OpsDesk is a role-based business portal that runs day-to-day operations — from lead capture to project delivery and finance — with dedicated views for Super Admin, Project Manager, Sales Manager, Accountant, and Developer roles.
The challenge
Growing software and service teams often juggle spreadsheets, WhatsApp threads, and disconnected tools for sales, delivery, and accounts. That creates missed follow-ups, unclear ownership, and weak financial visibility.
Our solution
We designed a unified portal where quotes become projects, projects become invoices, and every role sees exactly what they need. Role-based access keeps sales, delivery, and finance secure while leadership gets a clear operational picture.
Key capabilities
CRM for leads and clients with conversion into delivery work
Sales pipeline with stages, quotations, agreements, and targets
Project delivery suite: briefs, tasks, kanban board, milestones, and calendar
Finance module for invoices, receivables, payables, expenses, and payroll views
Documents hub and monthly reporting for team visibility
Users, roles, and permissions for secure multi-role access
Built for every role
Role-based access keeps each team focused — while leadership keeps full operational visibility.
Super Admin
Full system control, company settings, users, and cross-module oversight
Project Manager
Delivery planning, tasks, milestones, team coordination, and progress tracking
Sales Manager
Pipeline, follow-ups, quotations, agreements, and sales performance
Accountant
Invoices, payments, expenses, receivables/payables, and financial summaries
Developer
Assigned tasks, board updates, and delivery execution inside active projects
Product screens
Real product views from the platform — dashboard, delivery, sales, finance, and access control.
Want a portal like this for your team?
We can tailor CRM, delivery, finance, and role-based workflows around your business — with branding that matches your company.
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