Case study
Agency Profit Pro
Agency performance & profitability SaaS
Multi-tenant SaaS that turns ad spend, CRM activity, and bookings into agency KPIs — daily logs, cohort economics, sales gamification, Stripe billing, and Meta/GHL webhooks.
Product overview — full frame
01 — Challenge
The problem we solved
- Agencies lack unified view of spend → leads → revenue
- Short-term campaign metrics miss cohort economics
- Need multi-tenant billing and integration webhooks
02 — Goals
What success looked like
- Daily logging and MRR snapshots
- Cohort and ROAS performance views
- Stripe subscriptions + role hierarchy
- Meta, GHL, Zapier, OpenAI integrations
03 — Signals
Capability profile
Measured strengths across delivery, innovation, and operational maturity.
Full funnel
KPI coverage
Owner hierarchy
Multi-tenancy
Ads+CRM+AI
Integrations
Stripe SaaS
Billing maturity
04 — System design
Architecture
Monolithic full-stack SaaS
React SPA + Express API + PostgreSQL (Drizzle), with cron jobs and third-party webhooks for ads/CRM sync.
- 101
Frontend
Layer 1 of 4React 18ViteTanStack QueryRecharts - 202
API
Layer 2 of 4ExpressPassport sessionsZodStripe SDK - 303
Integrations
Layer 3 of 4Meta APIGHL webhooksZapierOpenAI - 404
Data & ops
Layer 4 of 4PostgreSQL / NeonDockerPM2
05 — Stack
Technology stack
Production tools powering this product — icons for quick recognition.
React
TypeScript
Node.js
Express
PostgreSQL
Stripe
Docker
Tailwind CSS
06 — Capabilities
Key features
TanStack Query dashboards + Recharts
Daily logs and cohort reports
Sales reps, points, quarterly champions
Stripe checkout and plan management
Webhook logs for GHL/Meta/Zapier
07 — Deep dive
Structure & detail
KPI domains
| Domain | Tables / features |
|---|---|
| Metrics | daily_logs, mrr_snapshots |
| Sales | reps, activities, champions |
| Gamification | points + monthly ROAS scores |
| Billing | Stripe fields on users |
| Integrations | webhook_logs + settings IDs |
08 — Outcomes
Business impact
Visibility
Agencies see spend-to-revenue clearly
Retention
Cohort economics beat vanity metrics
Scale
Webhook + Stripe model supports agency growth
Closing note
Production MarTech SaaS that turns advertising and CRM activity into actionable agency profitability KPIs.
