Business Portal
Run Your Entire Agency From One Connected System
Time tracking, tasks, clients, retainers, finance, and support all live in separate tools for most agencies, and none of them talk to each other. The BD Business Portal brings it all together into one system, built around how agency teams actually work.
What Is a Business Portal, and Why Does Your Agency Need One?
As a team grows, so does the number of tools it depends on: a time tracker here, a task board there, a spreadsheet for client status, another for invoicing. Information gets duplicated, nothing updates automatically, and no one has a single place to see how the business is actually running.
A business portal solves this by giving every part of the operation- time, tasks, clients, finance, documents, and support- a single home, with everything connected to the same underlying data. Instead of five tools telling five different stories, one system tells one accurate story, in real time.
What the Portal Does
Time Tracking, Built Into the Workflow
Start a timer against a client and task in a single action, or log time manually for work done elsewhere. Every entry feeds directly into reporting and client billing, so hours never need to be reconciled by hand later.
Tasks and Kanban, Built Around Real Work
Every task carries a client, project, deadline, and status, moving through a clear pipeline from New to In Progress to Closed. Tasks can be created individually or in bulk, assigned to one person or a whole team, and managed as a list or as a drag-and-drop Kanban board grouped by client. A built-in chat on every task keeps discussion attached to the work itself.
A Complete Client Record
Each client gets a full profile, overview, tasks, SLA status, active packages, and analytics, plus a lifecycle board that tracks where every account stands, from New and Design through Development to ongoing Retainers. Linked parent and sister-company accounts stay connected rather than duplicated.
Retainers and SLAs, Tracked Automatically
For retainer clients, committed hours are tracked against hours delivered every month, with a running usage view and full historical breakdown, a clear, always-current answer to whether a retainer is on track.
Service Packages
Recurring service bundles can be defined once and attached to any client, making it simple to standardise offerings and scale delivery consistently.
Finance, Connected to the Real Numbers
Each client carries a live billing position, invoiced, received, and outstanding, pulled directly from the accounting system, with a full invoice ledger and multi-currency support for clients billed across different regions.
Project Timelines, Client-Ready
A rolling Gantt-style timeline for every client shows what's scheduled and when, exportable as a PDF or Excel file, a clean way to keep clients informed without building a separate report by hand.
Documents and Support, Organised by Client
Every client has its own document library, searchable by name, content, or date, alongside a support ticket queue that keeps requests organised by status from open through resolved.
Reporting That Turns Activity Into Decisions
A dedicated reporting layer filters by user, client, department, or date range, with exportable summaries of time, tasks, and activity, the analytical layer sitting above the day-to-day work.
Role-Based Access
Every user has a role and permission level, from full administrative access to a limited, task-specific view, so people see exactly what's relevant to them, no more, no less.
A Dedicated Client Portal
Clients get their own secure login and a focused view of just what matters to them: their tasks, project timeline, documents, and a simple way to raise a support request, without access to internal systems.
Why Bohra Developers?
- We didn’t design this portal in theory; we built it to run our own agency. It reflects the day-to-day reality of managing multiple clients, retainers, deliverables, and teams at once, which means every feature exists because it solves a real operational problem, not because it looked good on a features list.
- As a company that also works in AI consultancy, software development, CRM, and business automation, we bring the same connected-systems thinking to portals we build for other businesses, whether that’s an agency operating system like this one, a client-facing service portal, or a partner and dealer platform.
- One team. A system built from real use, not just a specification.
Frequently Asked Questions
- Is this portal built specifically for agencies, or can it work for other businesses? While it was built around agency operations, the same structure- time tracking, task management, client records, retainers, finance, and reporting- applies to any service-based business managing multiple clients and ongoing work.
- Can the portal be customised for our specific processes? Yes. We build and adapt the system around how your team actually works, rather than asking your team to adapt to fixed software.
- Can clients access their own information without seeing internal data? Yes. Clients use a completely separate portal and login, showing only their own tasks, timeline, documents, and support requests.
- Does it integrate with our existing accounting or CRM systems? Yes. The finance module, for example, is designed to read from your accounting system rather than duplicate data entry.
Ready to Bring Your Agency Into One System?
See how a connected portal: time tracking, clients, finance, reporting, and AI- all in one place, could work for your business.
