StackOS
We built the software that runs our own business.
StackOS puts a studio's clients, proposals, projects, invoices, books and the websites it looks after into one system, with a portal clients log into. It runs Stack Mode every day.
- Client
- Stack Mode
- Industry
- Professional Services
- Project
- SaaS Platform
- Status
- Live
- Shipped modules
- 69
- Pages in the app
- 376
- Data models
- 425
The challenge
Running a studio meant a CRM, a proposal tool, a project manager, an invoicing app, accounting software and a client portal that never talked to each other. Every handoff between them was manual, and the client experience was scattered across email.
Our approach
We designed one platform around the life of a client: win the work, deliver it, get paid, look after their sites and keep them happy. Staff get a dashboard of what needs attention; clients get a portal with progress, files, approvals and invoices; the books stay in sync with every invoice and payment.
The outcome
One login replaced the patchwork. StackOS now runs Stack Mode and our sister businesses, and the same thinking goes into every client portal we build.
What we built
Inside StackOS.
Dashboard
Cash, income, money owed, a forecast and a list of what needs you today.
Clients and deals
Leads, contacts, deals in board, table and timeline views, estimates and tracked proposals.
Projects and time
Projects, tasks, time tracking, calendars and public booking pages.
Client portal
Progress, files, invoices with a pay button, tickets, brand kits and proposals.
Billing and accounting
Recurring invoices on autopay, bank feeds, bills, a general ledger and profit and loss.
Website monitoring
Uptime, SSL, domain and speed for every client site, with an incident timeline.
Take the tour
The real interface.
Captured from a demo workspace with sample data. Pick a screen, or let it play.
Deliverables
- Product strategy
- UX and UI design
- Full-stack development
- Accounting system
- Client portal
Built with
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