We offer US Based White label Professional SEO Services and keeping track of all the clients is not easy. The current systems out there such as Monday.com are not White Label enough for us and we would like to give our clients a true White Label Service.
Managing SEO clients efficiently is crucial for agencies. A well-structured SEO ERM (Enterprise Resource Management) system can streamline client management, project tracking, and performance reporting.
Key Features of the White Label SEO ERM System
1. Multi-Tenant Access Control
A white-label SEO ERM system should cater to multiple businesses, ensuring that:
- Each business owner can log in, add/manage their own clients, and track SEO projects.
- Clients can log in and view their own SEO progress.
- Developers (SEO experts) can access all clients from all businesses and provide updates.
- Admin has full oversight of all businesses, clients, and projects.
- Each SEO business will have it’s own White Labeled Logo and Business details.
Business owners can only see their own clients. Clients only see their own project progress. Our professional US Based developers can see and manage all clients across different businesses. Admin has full control over users, projects, and settings.
2. Project & Task Management
Each business manages multiple clients, so the system should provide:
- A project overview where businesses can see all ongoing SEO projects and their statuses.
- Task assignment where SEO tasks (on-page, off-page, technical SEO, etc.) can be assigned to developers.
- Status updates and notes where developers provide real-time updates on tasks.
- Work logs to track SEO work history for accountability.
For example, a business adds a new client and assigns them a keyword ranking improvement project. The developer optimizes content, optimizes the code, builds backlinks, and updates the status. The business owner can track progress, while the client can view results.
3. Client Monthly Rate Tracking (Without Automated Billing)
SEO services are usually billed on a monthly retainer. The ERM should track monthly rates per client without requiring automated billing.
- Each client profile will have a monthly rate field.
- Business owners can update, view, and track payments.
- The system logs whether the client has paid or not for a given month.
- Reports will summarize total earnings per client over time.
For example, if a client is on a $1,500/month SEO package, the system tracks their billing cycle and whether the last payment was received. Business owners can filter active vs. overdue payments without relying on automated billing.
4. Account Closure & Reopening with Data Retention
Clients may pause SEO services, but their data should not be lost. The system should allow businesses to close and reopen accounts while retaining all records.
- Accounts can be marked as “Closed” instead of being deleted.
- All SEO history, notes, and payments remain even after closure.
- Accounts can be reopened anytime without losing progress.
- Businesses can filter clients by Active, Closed, or All Accounts.
For example, if a client cancels services, the account is closed and hidden from active views. If the client returns after six months, their SEO history remains intact.
5. SEO Performance Reporting & Analytics
Tracking SEO efforts is crucial for transparency. The ERM system will include:
- SEO reports displaying keyword rankings, traffic growth, backlinks, and technical SEO improvements.
- Performance graphs showing SEO progress over time.
- Work logs detailing what work was completed per client.
Clients should be able to log in and view real-time SEO progress without needing to ask their agency for updates.
6. Notifications & Internal Communication
- Businesses receive reminders for overdue payments.
- Clients receive progress updates on completed SEO work.
- Developers can communicate with businesses via an internal messaging system.
This white-label SEO ERM system will allow businesses to efficiently manage multiple clients, track SEO progress, and streamline collaboration with developers. With multi-tenant support, status tracking, and monthly rate management, businesses can scale their SEO services seamlessly.
Would you like this built as a web-based platform (PHP/Laravel, React, Bootstrap), or do you need mobile support as well? Let me know how you’d like it structured!
