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Apex Client Portal

Nine-module tenant platform: leads, SOWs, bots, PPC, concierge, more.

Products·Live·Rev. 2026·Next.js · SST · DynamoDB

What is the Apex Client Portal?

Apex is iSimplifyMe's multi-tenant client portal, a single application that gives each client a live view of their digital presence across analytics, content operations, support and changes, billing, and admin. It is the operational layer that turns iSM's tooling into a client-visible product rather than a monthly PDF report.

Abstract

Apex is iSM's multi-tenant client portal — a single application that gives each client a live view of their digital presence across nine modules: bot analytics, search performance, site health, support and changes, content, AEO scores, billing, SOW, and admin. It is the operational layer that turns iSM's tooling into a client-visible product.

Problem

Agency clients typically receive monthly PDF reports with lagging data and no self-service path. There's no live view of bot crawl activity, no way to submit a change request at 11pm, and no visibility into what's actually happening with the site between billing cycles.

Building a bespoke client dashboard for each engagement is not viable. The portal needs to be multi-tenant from the ground up, where every module operates on per-tenant data and the admin can switch between any tenant view without friction.

Approach

Architecture

The portal is a Next.js App Router application deployed via SST v3 on AWS Lambda behind CloudFront. All data lives in a single DynamoDB table with composite pk/sk keys and three GSIs; Auth.js v5 handles magic link (SES) and Google OAuth, with session claims carrying tenant_id and role.

Module isolation

Each module is an isolated data layer backed by its own DynamoDB record prefixes and API routes:

  • Bot analytics — aggregates via Next.js middleware on each client site, firing a webhook to a shared ingest endpoint
  • Search performance — queries Google Search Console via per-tenant OAuth tokens stored in DynamoDB
  • Site health — runs a 5-minute uptime cron and a nightly Lighthouse audit
  • Support tickets — fan out to a SQS queue, Claude Haiku analysis, and GitHub PR creation

Admin controls

The admin module supports full tenant CRUD, a ticket queue for reviewing AI-drafted change requests before they deploy, and HTML report generation for any tenant.

Status

  • Live at apex.isimplifyme.com since 2026-03-30.
  • 12 active tenants with bot tracking, lead ingest, and search data flowing.
  • iOS app approved on App Store (Build 5). Android internal track live.
  • Push notifications (Web Push + Expo) active for new lead events.
  • Monthly PDF reports generated via Lambda + Puppeteer, emailed on the 1st of each month.

Frequently asked

Apex Architecture

Every site we build runs on Apex — sub-500ms, AI-native, zero maintenance.

Explore Apex Architecture

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