Software package

Development agency package

A website and client platform for an agency: service and sector pages, case studies with permission records, a branching enquiry wizard, proposals that are versioned and accepted on record, a project portal showing stage and decisions, a support queue for maintained clients and recurring maintenance plans.

Custom build Concept demo

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Who it is for

Built for

A good fit

Software, web and digital product agencies from a three-person studio to around twenty-five people, selling mostly to their own clients and maintaining a growing set of delivered systems. It suits the director who wants to see the pipeline and the support load in one place, the project manager who posts stage updates instead of writing them in email, the developer who answers tickets from a queue, and the client who wants to know where their project is and how to report a problem.

Also worth knowing

It is less suited to freelancers with one or two clients, who need little more than a portfolio, and to product companies selling their own software, who need a product site and billing rather than an agency pipeline. Agencies that sell through partners or under other brands, or that route support by plan level, should start with the custom service.

The operational problem it solves

How it runs, step by step

The director opens the agency dashboard on Monday.

Over the weekend two enquiries came through the wizard: a membership organisation describing its current system, its renewal problem and a budget band, and a retailer who stopped at step four and left a draft.
The first is moved to triage and a discovery call is booked from the enquiry; the second gets a short note asking if they want to finish.
A proposal sent last Thursday has been viewed twice by the client; on Tuesday the client accepts it in the platform, the version is frozen and a project opens automatically at the awaiting-deposit stage.

The project manager posts a stage update on a project moving from design to development, attaching the approved designs; the client sees the change in their portal and the decision they owe on hosting is flagged for them.

In the support queue, a maintained client has raised a ticket about a broken export, marked as high priority by the client and set to normal by the project manager with a note explaining why, which the client can see.
The developer picks it up, references the internal issue, and the client is told when the fix is deployed.
At the end of the week the director reviews the maintenance plans due for renewal next month, confirms what each covers and exports the list for invoicing.
A case study for a project completed in spring is published because the permission record was set at handover.

Features

What the package does

The package is arranged as modules that follow the life of a client: catalogue and case studies, the wizard and enquiries, proposals, the project portal, support, and maintenance plans. Each module below lists what it does; the comparison table shows which package variant includes it.

Content and editorial

Service and sector pagesEach service and sector has its own page, so visitors land on the one that matches their need.
Case studies with permission recordsPresent projects with the brief, approach and outcome, each backed by a record of what the client allows you to publish.
Insights publishingPublish articles and insights from the admin area.

Forms and requests

Branching needs-capture wizardA wizard asks follow-up questions based on earlier answers and saves drafts, so prospects can describe their project properly.

Workflow and tasks

Enquiry triage with statusesEnquiries move through statuses with notes so the team can see what has been answered and what has not.
Support tickets with priorityMaintained clients raise tickets with a priority, an assignee and a conversation thread.

Documents and cases

Versioned proposals accepted on recordCompose proposals in the platform as versions, see when they were viewed and record the client's acceptance.
E-signature on accepted proposalsClients sign accepted proposals electronically.

Portal and access

Project portal with decisions owedClients see stages, milestones and documents, and which decisions are waiting on them.

Billing and payments

Maintenance plans with renewal datesDescribe what each maintenance plan covers and track when it renews.
Deposit and plan paymentsTake deposits and plan payments through a payment provider.
Timesheets against projects and plansRecord time against projects and maintenance plans so effort can be compared with what was sold.

Package variants compared

Website
Business Software

Which features each package variant includes
Feature	Website	Business Software
Service and sector pages	Included	Included
Case studies with permission records	Included	Included
Insights publishing	Included	Included
Branching needs-capture wizard	Included	Included
Enquiry triage with statuses	Not in this variant	Included
Support tickets with priority	Not in this variant	Included
Versioned proposals accepted on record	Not in this variant	Included
E-signature on accepted proposals	Not in this variant	Optional
Project portal with decisions owed	Not in this variant	Included
Maintenance plans with renewal dates	Not in this variant	Included
Deposit and plan payments	Not in this variant	Optional
Timesheets against projects and plans	Not in this variant	Optional

Roles and permissions

Who does what

Director
- See the enquiry pipeline, open projects and the support load
- Approve proposals before they are sent
- Manage maintenance plans and renewal dates
- Set wizard questions, service pages and plan levels
Project manager
- Triage enquiries and compose proposals
- Post stage updates and decisions to the client portal
- Set ticket priority and assign tickets to developers
- Record decisions and documents against a project
Developer
- Pick up tickets from the queue and reply in the thread
- Reference internal issues from a ticket
- Mark a ticket resolved for the client to confirm
Client
- Complete the wizard and return to a saved draft
- View, accept or decline the current proposal version
- See project stage, milestones, documents and decisions owed
- Raise and follow support tickets within their plan
Partner (referrer)
- See the status of enquiries they referred
- Access partner programme materials

Example screen

Concept demo

Concept demo of the development agency client portal showing project stage, milestones, documents, an outstanding decision and an open support ticket.

The client portal as a client sees it: the project at the development stage with the next milestone, two documents issued at the design stage, a decision owed on hosting, and the support tab showing one open ticket with the latest developer reply.

Scope and options

What is included and what is extra

In the base package

Service and sector catalogue with distinct pages
Case studies with brief, approach, outcome and a permission record
Branching needs-capture wizard with saved drafts
Enquiry triage with statuses and notes
Proposals composed in the platform, versioned, viewed and accepted on record
Project portal with stages, milestones, documents and decisions owed
Support tickets with priority, assignment and a conversation thread
Maintenance plans with cover descriptions and renewal dates
Insights publishing
Old-URL migration with redirect import

Common add-ons

Partner programme pages with referral tracking
E-signature on accepted proposals
Deposit and plan payments through a payment provider
Timesheets against projects and plans

Needs custom work

White-label proposals and portals under a partner brand
Ticket routing and response targets by plan level
Sector-specific wizard variants and integration with an engineering issue tracker

See the custom development service

Ownership, maintenance and pricing

After the build

Deployment and ownership

The package runs on your hosting or on hosting we manage, as recorded in the proposal and changeable later. You own the code and your records in either case. Enquiries, proposals with their versions, project records, tickets and plans can be exported in standard formats at any time, and the platform can be moved to another provider.

Maintenance

Maintenance is optional and scoped separately. When taken, it covers security updates to the platform and its dependencies, monitoring of wizard submissions, proposal notifications and ticket emails, backups of records and documents, and a monthly window for small configuration changes such as a new service page, a changed wizard question or a new plan level. Larger changes are quoted as change requests.

Pricing model

Priced per proposal.

The package is sold as a one-off setup and customisation with optional monthly maintenance and hosting as separate lines. The setup figure depends on the size of the service catalogue, the wizard branches, the add-ons chosen, the number of clients and plans to import and whether you host it yourself. Recurring lines are stated separately in the proposal.

Software package

Custom build Concept demo

Variants

Service and sector catalogue with distinct pages
Case studies with brief, approach, outcome and a permission record
Branching needs-capture wizard with saved drafts
Enquiry triage with statuses and notes

Priced per proposal. A written proposal is the only binding figure.

Get a quote for this package Prefer a fully custom build?

FAQ

Frequently asked questions

What stops a client accepting an old proposal version?

Only the current version can be accepted, and sending a new version supersedes the previous one. The accepted version is frozen with who accepted it and when, so the team builds from exactly what was agreed.

Can clients see other clients?

No. Each client organisation sees only its own enquiries, proposals, projects and tickets. Staff see everything. A partner who referred a client sees the enquiry status and nothing of the project itself unless you choose otherwise.

How does the support queue handle urgency?

Clients choose a priority when raising a ticket and the project manager can adjust it with a visible note. The queue sorts by priority and age. Formal response targets by plan level are custom work, because they depend on what your plans promise.

Does the wizard replace our discovery call?

No. It makes the call shorter and better prepared. The structured enquiry tells you the business, the problem, current systems and the budget band before anyone speaks, so the call can go straight to scope.

Is this a finished product I can see running?

Not yet. The readiness badge shows the real state: the package is a custom build assembled from our catalogue, enquiry, proposal, project and support modules for each agency, and the example on this page is a labelled concept demo rather than a live agency platform.

We sell through partners under their brand. Does the package cover that?

Not as standard. White-label proposals and portals, partner visibility rules and routing by plan level are custom work covered by the custom development agency service.

Get a quote for Development agency package

Tell us about your locations, the people who will use it and the add-ons you need. We reply with a clear, competitive proposal.