AI-Powered CRM for SEO Agencies

Everything Your Agency Needs

From cold outreach to project delivery, billing, and SEO monitoring — 27 features, 70+ API endpoints, and 5 AI pipelines in one platform.

WebSocket Chat AI Email Agent Kanban Board PDF Export Competitor Analysis OCR Import Webhook/Zapier NPS Surveys
Feature Suite

27 Features. Zero Compromises.

Every feature built with purpose — designed to replace 10+ separate tools with one unified platform.

Smart Dashboard

Role-aware dashboard — admins see global KPIs with charts; clients see their own services, invoices, milestones, and activity timeline.

Clients
Projects
Revenue
Tasks

Client Management

Full CRM with 30+ fields per client. 360° X-Ray view, activity logging, remarks, keyword tracking, OCR business card import.

Active
Pending
Active

AI Email Agent

Enter a company name → AI scrapes their website, analyzes their business, matches your services, and writes a personalized bilingual email.

🔍
Scrape Website
🧠
AI Analyzes
🎯
Match Services
📧
Generate Email
🚀
Send & Track
GPT-4o-mini Bilingual EN/ES Auto Client Creation

Kanban Tasks

Drag-and-drop task board with 4 priority levels, comments, assignments, and due date tracking.

TODO
Design review
API docs
IN PROGRESS
SEO audit
DONE
Setup DNS

Project Tracking

Track SEO campaigns with status workflows, progress bars, team assignment, and project-level remarks.

Website Redesign
78%
SEO Campaign
45%
Content Strategy
92%

Real-Time Chat

WebSocket messaging with typing indicators, read receipts (✓ → ✓✓), and fallback polling.

Hey, how's the SEO audit going?
10:32 AM
Almost done! Sending report today ✓✓
10:33 AM ✓✓
Sarah is typing

Invoicing & Billing

Auto-numbered invoices (INV-2026-0001), line items, tax calculation, 6 status types, PDF export.

INV-2026-0042 Paid
SEO Optimization$2,400
Content Strategy$1,200
Tax (10%)$360
Total$3,960

Proposals & Contracts

Draft proposals with validity dates, signature tracking, client accept/reject/demo-request, and PDF export.

Draft Sent Accepted ✓ Rejected Demo Requested

Service Request Pipeline

End-to-end service delivery — from client request through quoting to project completion.

Pending
Quoted
Accepted
In Progress
Delivered

Call Logging

Log every client call with AI-powered summaries, follow-up tracking, and work documentation.

Keyword Rankings

Track keyword positions over time across Google, Bing, and Yahoo with client-facing views.

JanFebMarAprMayJunJul

SEO Audit

Health score, PageSpeed, Core Web Vitals, on-page issues, and technical SEO analysis with PDF export.

85

Competitor Analysis

AI scrapes both sites and compares keyword gaps, content, backlinks, and threat levels with action items.

Your Client
72
Authority
vs
Competitor
85
Authority

Service Store

Clients browse your service catalog, view pricing and past results, then request quotes with one click.

Webhooks & Zapier

15 event types, HMAC-SHA256 signed payloads, connect to Zapier, Make.com, or any external tool.

EVENT invoice.paid
HMAC sha256:a1b2c3...
POST zapier.com/hooks/...

Milestones

Break projects into visible deliverables with due dates and status tracking that clients can monitor.

Notifications

4 notification types (info, success, warning, error) with read tracking and unread badge counts.

NPS Surveys

Measure client satisfaction with Net Promoter Score surveys. Identify at-risk accounts before they churn.

0
1
2
3
4
5
6
7
8
9
10

Document OCR

Upload a business card → Google Gemini extracts name, email, phone, company → auto-creates a client record.

File Management

Client-scoped file storage with metadata, upload/download, and self-service access for clients.

Team Management

Manage employees and interns — create accounts, assign roles, track activities, and handle access control.

Password Management

Self-service password change with real-time validation, match indicators, and show/hide toggles.

Portal Branding

White-label the client portal with custom colors, logo, favicon, and feature toggles.

Interactive Tours

Step-by-step animated guide on all 26 pages. Keyboard nav, progress dots, and a floating ? to restart.

Live Monitoring

Real-time KPIs, activity charts, keyword tables, and revenue tracking for agency owners.

PDF Export

Professional PDFs for invoices, proposals, and SEO audits — generated server-side with ReportLab.

Client Onboarding

Domain verification, sitemap detection, CMS identification, social media connection, and guided setup wizard.

Artificial Intelligence

5 AI Pipelines Built In

Powered by GPT-4o-mini and Google Gemini — real AI doing real work, not just chatbots.

01

Company Research

Full automated pipeline from URL to email draft.

ScrapeAnalyzeContactsMatchEmail
02

Bilingual Emails

Generates personalized outreach in English and Spanish.

🇬🇧 English 🇪🇸 Español
03

Document OCR

Business card → Gemini Vision → structured contact data.

📷
🧠
👤
04

Competitor Analysis

Dual-site scrape → LLM comparison across 4 dimensions.

Keyword Gap Content Backlinks Threat Level
05

Call Summarization

Convert call notes into actionable summaries with follow-ups.

📞 Notes → 📋 Summary
🤖

Powered By

OpenAI GPT-4o-mini
Google Gemini Vision
Access Control

4 Roles. Perfect Permissions.

👑

Admin

Agency Owner

  • Full system access
  • User management
  • Service catalog
  • Billing control
  • Client X-Ray
  • Portal branding
💼

Employee

Account Manager

  • Clients & projects
  • Email agent
  • Calls & messages
  • Invoices
  • Interns
  • No user mgmt
🎓

Intern

Junior Member

  • Dashboard
  • Assigned projects
  • Assigned tasks
  • Notifications
  • No billing
  • Read-only

Client

Your Customer

  • Service store
  • Chat with team
  • View invoices
  • Accept proposals
  • View rankings
  • File uploads
Technology

Modern Tech Stack

Next.js 16
Frontend
⚛️
React 19
UI Library
🐍
FastAPI
Backend
🐘
PostgreSQL
Database
🧠
GPT-4o-mini
AI Engine
👁️
Gemini
OCR / Vision
🎨
Tailwind 4
Styling
🔷
TypeScript
Type Safety
🔌
WebSocket
Real-Time
🪝
Webhooks
Integration
📄
ReportLab
PDF Engine
Framer Motion
Animations
By The Numbers

Platform Statistics

0
+
API Endpoints
0
Database Tables
0
+
Frontend Pages
0
Features
0
AI Pipelines
0
Webhook Events
Architecture

How It All Connects

Frontend
Next.js 16
40+ Pages
React 19
Components
TypeScript
Type Safety
REST API + WebSocket
Backend
FastAPI
70+ Endpoints
WebSocket
Real-Time Hub
AI Engine
GPT + Gemini
SQLModel ORM + SSL
Database
PostgreSQL (Neon)
29 Tables • Serverless • Connection Pool

Ready to Transform Your Agency?

27 features. 5 AI pipelines. One platform. Built for SEO agencies that want to scale.