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Need ideas for a SEO Client Management system

Discussion in 'Black Hat SEO' started by stanleyreporb, Sep 17, 2013.

  1. stanleyreporb

    stanleyreporb Regular Member

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    Hey BHW,

    My team and I are currently in-progress of building a software that will help SEO businesses/agencies/companies manage their SEO clients without the paperwork, Excel sheets and headaches.
    ...and we are still looking for ideas from you guys on what else we can add to it.

    A quick note on why we are building this so we can get the proper ideas from you guys: "because we think project management tools like Basecamp and Google Docs just isn't enough when running a SEO business"

    Currently, it can do these :-

    Client Management

    • Manage all your SEO clients under 1 roof
    • Add your seo clients automatically via an order form (an order form = just like what most of the BST sellers do with Wufoo forms excluding the client management part)
    • Keep all your clients under 1 neat and organized table & stay organized

    SEO Packages + Order Forms

    • Manage all your SEO packages/services under 1 roof
    • Ability to create SEO packages
    • Sell your seo packages from the order form
    • Add tasks to each SEO package (e.g: build 50 social bookmarks & write 10 articles for Silver SEO Package)
    • Assign tasks to your employees
    • Automatically add tasks from your SEO packages to that client campaign (covered below) whenever you receive an order for that package

    Client Campaigns (Backlinks, Keyword Rankings & Tasks Management)

    • Each of your client orders will have separate client campaign so you don't get confuse on which clients you and your team are working on
    • Automatically add your client details (name, email, package ordered) into each of their campaigns to remove any confusions when working on your clients orders
    • Automatically track payments (especially monthly subscriptions so you know which clients have paid and which did not)
    • Add tasks into each client campaign
    • Add backlinks into each client campaign
    • Add keyword rankings into each client campaign (with the Serpbook API)
    • Create and send SEO reports automatically (seo reports include backlinks you built, keyword rankings and tasks completed)

    That's about what we have now.

    We want to know what you guys need in a SEO Client Manager so it doesn't suck.

    Thanks in advance :)
     
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  2. Panther28

    Panther28 Jr. VIP Jr. VIP

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    completely customizable fields for every display option, and self hosting so you can allow clients to login via your site.
     
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  3. stanleyreporb

    stanleyreporb Regular Member

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    Thanks panther for the excellent ideas. I want to ask what's the purpose of customizable fields? Is it for your client details?

    For your clients login, what do you want to show when your clients login?
     
  4. Execute

    Execute Supreme Member

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    I am +1 for the self hosted option. Makes everything seem more professional.
     
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  5. ITmarck

    ITmarck Registered Member

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    It's a great investiment for sure. We have a custom CMS which is incredible, 4 years of work but it allows us to manage clients and projects with half time, so also the cost of our SEO campaigns are very competitive
     
  6. stanleyreporb

    stanleyreporb Regular Member

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    Thanks Execute for the +1 on Panther's idea. What do you want to display to your clients when they login to your website?
     
  7. barney2k

    barney2k Newbie

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    Sounds like an awesome piece of software.

    As far as I'm concerned, reporting would be the number 1 priority.

    Ensure that generated reports are saved in the correct folder structure.

    Some kind of one click generation would be most effective, that would then save the report in the correct location, plus email both myself and the client the report.

    That's something we've always wanted over the last few months and haven't quite found a way of automating how we would like it.

    The template for the emails that are sent should be customisable too, evidently different clients need different wording!
     
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  8. Execute

    Execute Supreme Member

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    Well really have it like a login panel that shows their package, my contact details and you could also have a word with lanbo about serpbook integration. With serpbook you can give clients a unique url so your clients can view ranking results in real-time. You could integrate that so there could be a current rankings section.

    Just an idea anyway lol.
     
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  9. Panther28

    Panther28 Jr. VIP Jr. VIP

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    There are many crm packages, and most of them offer very little customization. They think that their work flow is the best. However, everyone works different and wants a system that can mould to their process and way of working. Currently i am using vtiger as my crm, and the one thing that closed the deal for me was the fact that i could adjust EVERY single record, and change what was displayed across all the option screens.

    It might not have all the bells and whistles of odesk, or sales force, but i can set it up do do anything i want. That for me was the selling point.

    Also api interface options that allow people to develop plugins is the cherry on top.
     
  10. Smeems

    Smeems Regular Member

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    Is your software called Trello?

    Because this is basically Trello.
     
  11. stanleyreporb

    stanleyreporb Regular Member

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    Currently, our reporting system is 1-click like you mentioned :) But what I'm more interested in is the content of the report? What do you report to your clients? Backlinks? Keyword rankings?

    Love the customizable email part. +1 personally from me on that!

    Here's version 1 of the client dashboard design

    [​IMG]

    P.s: Ignore the AWeber logo. That's suppose to be the logo where you can whitelabel the dashboard :p

    What do you think?

    Sounds super powerful. Is there anything you don't like about VTiger's CRM?

    Nope, better :)

    Correct me if I'm wrong on this. Trello doesn't :-
    1. Do SEO reporting
    2. Keyword tracking
    3. Client login portal
    4. Sell SEO packages
    5. Client management / the data entry stuff for you. Currently, our system automates your clients data entry information (like name,email,package ordered, date they ordered)

    As far as I know, Trello is only a project management /collaboration tool which I mentioned is not enough to run a SEO business. Because project management is only 1 part of running a SEO business.
     

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    Last edited: Sep 17, 2013
  12. Panther28

    Panther28 Jr. VIP Jr. VIP

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    looks great, is that an average getting calculated over a variety of client campaigns?
     
  13. mgoddo

    mgoddo Registered Member

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    Will this include call tracking and Web Lead Form tracking to show our clients how many leads are being generated?
     
  14. DBMEDIALLC

    DBMEDIALLC Junior Member

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    Stanley, I actually paid a programmer to make a script like this. We ended up getting to the final stages and he bailed on me. It was a $3,000 investment and I've still got the script sitting on my computer. PM me if this interests you. I've been waiting for something to popup where I could make use of it. Maybe you'll want to buy it or do a JV. I'm open to either. Excited to hear from you. It has all the bells and whistles you've listed here, plus maybe even a few more.
     
  15. britcpa

    britcpa Power Member

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    looks good and i like the suggestion earlier in this thread of linking the dashboard to serpbook (or similar), as well as having a self-hosted version.

    subscribed.
     
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  16. stanleyreporb

    stanleyreporb Regular Member

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    That's actually the client dashboard we have planned out. So, the stats on this dashboard are calculated based on your individual clients.

    There isn't any call tracking on our to-do list of features. If you want to show how many leads your clients website is being generated then Google Analytics is perfect for that.

    Hey britcpa, what do you need to show your clients in their client dashboard? Is it just keyword rankings?
     
  17. talkmeow

    talkmeow Regular Member

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    that looks pretty slick, I'd be interested in beta testing or even finish product
     
  18. stanleyreporb

    stanleyreporb Regular Member

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    Currently, our beta testing slots haven't re-open. We already got 8 beta testers whom are seo business owners :)
     
  19. DBMEDIALLC

    DBMEDIALLC Junior Member

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    Thanks for getting in touch Stanley. I just sent you a PM. I say you integrate the script with a Wordpress plugin as well, that would be great for Wordpress owners.
     
  20. stanleyreporb

    stanleyreporb Regular Member

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    Wordpress integration is not in our features to-do list yet but definitely in for the future :)

    From the replies of the BHW members (panther, britcpa & execute), client dashboard is up on top of the list at the moment.