A task management SaaS built as a focused alternative to ClickUp, Asana and Jira

For a client building a work management product, we delivered a multi-tenant SaaS that brings clients, projects, tasks, documents and reporting into one workspace, with dashboards tailored to each role.

Project type
Client project
Industry
Professional services & agencies
Product
ClickUp, Asana & Jira alternative

The challenge

Service teams such as agencies, consultancies and IT firms often run their work across a task tool, a CRM, shared drives and spreadsheets. General-purpose tools like ClickUp, Asana and Jira are powerful but either too broad or too engineering-centric, so teams end up stitching them together and nobody has a clear view of client work.

Our client wanted a task management SaaS that treats the client relationship as a first-class part of project work, and that stays simple enough for non-technical teams while still scaling to organisations with hundreds of users.

Our solution

We built a multi-tenant SaaS in which every organisation gets an isolated workspace. Clients sit at the top of the data model, so projects, tasks, files and reports all roll up to the customer they belong to, which is the view service businesses actually need.

On top of that model we shipped task and project management, a shared calendar, a documents and wiki hub, comments and activity feeds, and real-time reporting. Role-based dashboards give executives, project managers and team members a view that fits their job, and role-based permissions keep sensitive data in the right hands.

Key features of Work management SaaS

Client management

One record per client with contacts, communication history, projects and performance in one place.

Projects & milestones

Plan projects, set milestones and track progress against deadlines across the organisation.

Task management

Assign tasks with priorities and due dates, follow updates, and keep the whole team aligned.

Calendar & documents

A shared calendar for events and milestones, plus a hub for files, templates and internal wikis.

Reports & analytics

Live dashboards for project trends, team workload, productivity, revenue and client performance, with export.

Role-based dashboards & access

Tailored home screens for executives, managers and contributors, backed by granular permissions.

Outcomes

  • A launched SaaS product with a free organisation-wide trial and self-serve sign-up.
  • One workspace that replaces a separate task tool, client list, shared drive and reporting spreadsheet.
  • A multi-tenant foundation that serves solo freelancers and large agencies on the same codebase.
  • Reporting that gives leadership a real-time view of workload and client health without manual status updates.

Technology

Next.jsTypeScriptMulti-tenant SaaSRole-based access controlReal-time dashboards

Work management SaaS FAQs

Why is this case study anonymised?

The product belongs to our client, so we describe the work and the architecture without naming the brand.

How is this different from ClickUp, Asana or Jira?

It is built around client work. Projects, tasks, files and reports roll up to the client they belong to, and each role gets a dashboard designed for its job rather than one generic view.

Can you build a custom task management SaaS for my market?

Yes. We start from the workflow your target users already follow, then build a multi-tenant SaaS with the billing, permissions and reporting needed to sell it.

How long does a project like this take?

A focused MVP of a work management SaaS typically takes 8 to 14 weeks. We ship in weekly milestones so you can test with real users early.

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