@extends('layouts.app') @section('content') {{-- Hero --}}
Add-On Plugin

Agency Pulse Client Portal

The primary management interface and automation engine for the Agency Pulse Invoice ecosystem — introducing centralized client management, automated communication workflows, and advanced business analytics.

Agency Pulse Client Portal Plugin
{{-- Feature Groups --}}
{{-- Client & Relationship Management --}}

🏢 Client & Relationship Management

  • Unified Client Database: A central location to store and manage long-term client information (names, emails, business details) separate from individual invoices.
  • Intelligent Invoice Linking: Seamlessly connect invoices to portal clients to enable longitudinal tracking, historical reporting, and automated data retrieval.
  • AJAX Client Search: A high-performance lookup system integrated directly into the core Invoice Builder for rapid client assignment.
  • Detailed Client Profiles: Maintain comprehensive records for each client, including contact information, billing preferences, and a consolidated view of historical invoice activity.
  • Workflow Integration: Injects client-selection and lookup controls directly into the Agency Pulse Invoice editor to streamline the document creation process.
{{-- Automation & "Missions" Hub --}}

🚀 Automation & “Missions” Hub

  • External Service Bridge: Connects local invoice data with an external “Mission Server” to orchestrate complex, multi-step automated workflows.
  • Enriched Mission Tracking: Automatically synchronizes remote task IDs with local metadata, providing a transparent map of all automated interactions for every invoice.
  • Intelligent Reminder Scheduling: Calculates optimal “Next Send” timestamps based on invoice due dates and customizable business rules for pre-due reminders and post-due collections.
  • Two-Way Payment Status Synchronization: Real-time integration ensures that automated collection missions are instantly cancelled the moment a local invoice is marked as “Paid.”
  • Phase-Based Communication Logic: Distinct logic paths and templates for “Reminder” (pre-due) and “Overdue” (past-due) communication phases.
  • Safety UI Layer: Displays live automation statuses and upcoming “Next Send” dates within the WordPress admin to provide administrators with full visibility.
{{-- Email Relay & Communication Engine --}}

📧 Email Relay & Communication Engine

  • Professional Email Compositor: A specialized service for generating high-quality, responsive HTML emails designed for maximum deliverability and impact.
  • Automated Relay Handlers: Listen for external triggers to automatically coordinate the composition and delivery of reminders and overdue notices.
  • Manual Payment Reminders: Capability for administrators to manually trigger automated payment reminders directly from the invoice dashboard via AJAX.
  • Dynamic Tag Substitution: A robust placeholder engine that personalizes messages with dynamic data such as {customer_name}, {amount_due}, and {view_invoice_link}.
  • Sanitized Dispatching: Built-in validation ensures that automated communications are never sent for invoices that are already paid, invalid, or archived.
{{-- Centralized Dashboard & Analytics --}}

📉 Centralized Dashboard & Analytics

  • Unified Command Center: A purpose-built dashboard providing a high-level summary of all invoicing and collection activity across the entire system.
  • Modular Tabbed Interface: Highly organized admin views specifically designed for Overview, Clients, Mission Management, and Global Settings.
  • Collection Velocity Monitoring: Track the effectiveness of automated missions and monitor the real-time collection status of all outstanding debt.
  • Business Reporting: Provides deep insights into revenue trends and client billing history through specialized data aggregation services.
{{-- Administrative Experience --}}

🎨 Administrative Experience

  • Optimized Workspace Layout: Automatically reorganizes the “Invoices” sidebar menu to prioritize high-frequency tools like the Dashboard and Client List.
  • AJAX-Powered Management Tables: Custom list tables designed to manage large volumes of clients and mission data with instant filtering and search capabilities.
  • Global Settings Integration: Extends the core Agency Pulse settings interface with a dedicated Portal configuration tab for unified management.
  • Permission-Based Controls: Secure access management ensures that sensitive financial reports and communication triggers are restricted to authorized personnel.
{{-- Bottom CTA --}} @if($product ?? null)

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Unlock all the features above for your agency.

${{ number_format($product->price, 2) }} / monthly ${{ number_format($product->price * 10, 2) }} / yearly
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@endif @endsection