Agency Lead Tracker Backend

Advertising Agency Lead Tracker Backend Template
CampaignPitch, BudgetPlan, and CreativeBrief Tracking

Q: How should advertising agency teams split responsibilities without leaking data across roles?

It is a BaaS schema and API for tracking client accounts, campaign pitches, budgets, creative briefs, and audit history in one structured backend.

Q: Which advertising agency workflows benefit most from structured tasks versus free-form notes?

It includes User, Account, CampaignPitch, BudgetPlan, CreativeBrief, StatusHistory, and ActivityNote, plus an ER diagram, API sandbox, and an AI Agent prompt for building the app.

Q: How do we extend advertising agency automations for reminders, tasks, and client notifications?

Back4app provides managed database, auth, real-time queries, and flexible schema so agencies can track pitches, budgets, and briefs without maintaining infrastructure.

Q: How do I query accounts and pitches with Flutter?

Use the Account and CampaignPitch classes to query active opportunities, filter by stage, and render nextReviewAt dates in your Flutter UI.

Q: How do I manage account state in Next.js server actions?

Use a server action to create or update Account records and append a StatusHistory entry after the mutation. Validate the current user before writing BudgetPlan or CreativeBrief data.

Q: Can React Native cache brief revisions offline?

Yes. Pin CreativeBrief and Account records locally so reviewers can read revision history without a network connection.

Q: How do I prevent unauthorized budget edits?

Use Cloud Code beforeSave rules on BudgetPlan to verify the account owner and reject unexpected approvalStatus changes.

Q: What is the best way to show agency pipeline data on Android?

Query Account, CampaignPitch, and BudgetPlan classes to display stage, nextReviewAt, and spentToDate in a mobile dashboard.

A production-ready advertising agency lead tracker backend on Back4app with Account, CampaignPitch, BudgetPlan, CreativeBrief, StatusHistory, and ActivityNote records. Includes ER diagram, data dictionary, JSON schema, API sandbox, and an AI Agent prompt for rapid bootstrap.

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Key Takeaways

This template gives you an advertising agency lead backend with Account, CampaignPitch, BudgetPlan, CreativeBrief, StatusHistory, and ActivityNote records so operations leads can keep status history auditable.

Pitch pipeline visibility — Model CampaignPitch entries with clear stage values, owner pointers, nextReviewAt dates, and clientBudget.
Budget control — Track BudgetPlan rows linked to Account and CampaignPitch with currency, plannedSpend, spentToDate, and approvalStatus.
Creative brief history — Keep CreativeBrief deliverables, dueDate, and notes attached to each CampaignPitch.
Auditable status logs — Use StatusHistory and ActivityNote to capture who changed a pitch and what note was logged.
Cross-platform agency backend — Serve web and mobile tools through one REST and GraphQL API for Account, CampaignPitch, BudgetPlan, and brief records.

Understanding the Advertising Agency Lead Tracker Backend

When advertising agency teams grow, shared inboxes stop scaling; you need assignments, permissions, and a timeline that everyone trusts. Small delays compound fast. Back4app anchors Account, CampaignPitch, BudgetPlan, CreativeBrief, and StatusHistory for advertising agency practices that need deadlines, documents, and comms in one permissioned workspace. The schema covers User (username, email, password, role), Account (accountName, industry, owner, status), CampaignPitch (campaignName, account, stage, clientBudget, owner, nextReviewAt), BudgetPlan (account, campaignPitch, currency, plannedSpend, spentToDate, approvalStatus), CreativeBrief (briefTitle, campaignPitch, briefOwner, deliverables, dueDate, notes), StatusHistory (campaignPitch, changedBy, fromStage, toStage, changeNote, changedAt), and ActivityNote (campaignPitch, author, noteType, body, loggedAt) with auth and auditable tracking built in. Connect your preferred frontend and ship faster.

Best for:

Advertising agency lead trackingCampaign pitch managementClient budget managementCreative brief loggingOperations dashboardsTeams selecting BaaS for agency workflows

Advertising Agency: backend snapshot

A shared language for advertising agency objects — the same names for the same things — is as important as the schema underneath.

The hub keeps Account, CampaignPitch, and BudgetPlan language consistent so product, ops, and engineering mean the same thing when they say “record.”

Agency Tracker Core Features

Every technology card in this hub uses the same agency backend schema with Account, CampaignPitch, BudgetPlan, CreativeBrief, StatusHistory, and ActivityNote.

Account intake and qualification

Account stores accountName, industry, owner, and status.

Campaign pitch tracking

CampaignPitch links an Account, campaignName, stage, clientBudget, owner, and nextReviewAt.

Client budget management

BudgetPlan records plannedSpend, spentToDate, currency, and approvalStatus for each CampaignPitch.

Creative brief logs

CreativeBrief stores briefTitle, deliverables, dueDate, and notes for each CampaignPitch.

Auditable status history

StatusHistory and ActivityNote capture fromStage, toStage, noteType, body, changedBy, and loggedAt.

Why Build Your Advertising Agency Lead Tracker Backend with Back4app?

Back4app gives your team the pieces needed to track agency leads, budget approvals, and creative brief history without wiring everything by hand.

•Lead and pitch records in one place: Account and CampaignPitch classes keep client accountName, industry, stage, and owner tied together.
•Budget fields that stay visible: BudgetPlan rows with plannedSpend, spentToDate, currency, and approvalStatus let account leads compare scope against client ceilings.
•Audit-ready brief history: CreativeBrief and StatusHistory capture deliverables, notes, changeNote values, and changedAt timestamps for every handoff.

Build the agency workflow once, then reuse the same backend contract across web, mobile, and admin tools.

Core Benefits

A lead tracker backend that helps your operations team keep campaigns, budgets, and briefs aligned.

Fewer lost pitch updates

Account and CampaignPitch records keep owner, stage, and nextReviewAt visible to the whole team.

Budget checks before work starts

BudgetPlan rows surface plannedSpend and spentToDate early, so account managers can catch gaps before production.

Revision history you can trust

CreativeBrief deliverables and StatusHistory timestamps give you a clear sequence of client changes.

Cleaner handoffs

owner on Account plus briefOwner on CreativeBrief reduce confusion between sales, strategy, and creative.

Queryable agency pipeline

Store Account, CampaignPitch, BudgetPlan, and ActivityNote records in separate classes so dashboards can filter by stage, currency, or noteType.

Fast AI-assisted setup

Generate backend scaffolding and integration guidance with one structured prompt.

Ready to launch your agency lead tracker?

Let the Back4app AI Agent scaffold your agency lead backend and generate Account, CampaignPitch, BudgetPlan, and brief tracking from one prompt.

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Agency Tech Stack

Everything included in this advertising agency lead tracker backend template.

Frontend

13+ technologies

Backend

Back4app

Database

MongoDB

Auth

Built-in auth + sessions

API

REST and GraphQL

Realtime

Live Queries

Account-to-Status ER Map

Entity relationship model for the advertising agency lead tracker schema.

Agency ER Map

View diagram source

Mermaid

erDiagram
    User ||--o{ Account : "owner"
    User ||--o{ CampaignPitch : "owner"
    User ||--o{ CreativeBrief : "briefOwner"
    User ||--o{ StatusHistory : "changedBy"
    User ||--o{ ActivityNote : "author"
    Account ||--o{ CampaignPitch : "account"
    Account ||--o{ BudgetPlan : "account"
    CampaignPitch ||--o{ BudgetPlan : "campaignPitch"
    CampaignPitch ||--o{ CreativeBrief : "campaignPitch"
    CampaignPitch ||--o{ StatusHistory : "campaignPitch"
    CampaignPitch ||--o{ ActivityNote : "campaignPitch"

    User {
        String objectId PK
        String username
        String email
        String password
        String role
        Date createdAt
        Date updatedAt
    }

    Account {
        String objectId PK
        String accountName
        String industry
        String ownerId FK
        String status
        Date createdAt
        Date updatedAt
    }

    CampaignPitch {
        String objectId PK
        String campaignName
        String accountId FK
        String stage
        Number clientBudget
        String ownerId FK
        Date nextReviewAt
        Date createdAt
        Date updatedAt
    }

    BudgetPlan {
        String objectId PK
        String accountId FK
        String campaignPitchId FK
        String currency
        Number plannedSpend
        Number spentToDate
        String approvalStatus
        Date createdAt
        Date updatedAt
    }

    CreativeBrief {
        String objectId PK
        String briefTitle
        String campaignPitchId FK
        String briefOwnerId FK
        Array deliverables
        Date dueDate
        String notes
        Date createdAt
        Date updatedAt
    }

    StatusHistory {
        String objectId PK
        String campaignPitchId FK
        String changedById FK
        String fromStage
        String toStage
        String changeNote
        Date changedAt
        Date createdAt
        Date updatedAt
    }

    ActivityNote {
        String objectId PK
        String campaignPitchId FK
        String authorId FK
        String noteType
        String body
        Date loggedAt
        Date createdAt
        Date updatedAt
    }

Agency Sync Flow

Typical runtime flow for auth, account lookup, CampaignPitch creation, BudgetPlan review, and CreativeBrief updates.

Agency ER Map

View diagram source

Mermaid

sequenceDiagram
  participant User
  participant App as Advertising Agency Lead Tracker App
  participant Back4app as Back4app Cloud

  User->>App: Sign in with agency credentials
  App->>Back4app: POST /login
  Back4app-->>App: Session token

  User->>App: Open account pipeline
  App->>Back4app: GET /classes/Account?include=owner
  Back4app-->>App: Account list with owners

  User->>App: Create a campaign pitch
  App->>Back4app: POST /classes/CampaignPitch
  Back4app-->>App: CampaignPitch objectId

  User->>App: Add a creative brief and budget plan
  App->>Back4app: POST /classes/CreativeBrief
  App->>Back4app: POST /classes/BudgetPlan
  Back4app-->>App: Brief and budget saved

  User->>App: Record a status change
  App->>Back4app: POST /classes/StatusHistory
  Back4app-->>App: StatusHistory saved

  App->>Back4app: Subscribe to live CampaignPitch updates
  Back4app-->>App: Real-time pitch stage changes

Agency Field Guide

Full field-level reference for every class in the agency lead schema.

Field	Type	Description	Required
objectId	String	Auto-generated unique identifier	Auto
username	String	User login name
email	String	User email address
password	String	Hashed password (write-only)
role	String	Role for agency workflow access
createdAt	Date	Auto-generated creation timestamp	Auto
updatedAt	Date	Auto-generated last-update timestamp	Auto

7 fields in User

Access Rules for Agency Records

How ACL and CLP strategy secures accounts, pitches, budget plans, brief logs, and audit history.

Account ownership rules

Only assigned team members or admins should update Account status and industry fields.

Pitch and budget restrictions

Restrict CampaignPitch and BudgetPlan writes to authenticated users with agency access; validate owner, briefOwner, and spentToDate in Cloud Code.

Audit log integrity

StatusHistory and ActivityNote entries should be append-only so change history for briefs, budgets, and pitches stays trustworthy.

JSON Schema

Raw JSON schema definition ready to copy into Back4app or use as implementation reference.

JSON

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{
  "classes": [
    {
      "className": "User",
      "fields": {
        "objectId": {
          "type": "String",
          "required": false
        },
        "username": {
          "type": "String",
          "required": true
        },
        "email": {
          "type": "String",
          "required": true
        },
        "password": {
          "type": "String",
          "required": true
        },
        "role": {
          "type": "String",
          "required": true
        },
        "createdAt": {
          "type": "Date",
          "required": false
        },
        "updatedAt": {
          "type": "Date",
          "required": false
        }
      }
    },
    {
      "className": "Account",
      "fields": {
        "objectId": {
          "type": "String",
          "required": false
        },
        "accountName": {
          "type": "String",
          "required": true
        },
        "industry": {
          "type": "String",
          "required": true
        },
        "owner": {
          "type": "Pointer",
          "required": true,
          "targetClass": "User"
        },
        "status": {
          "type": "String",
          "required": true
        },
        "createdAt": {
          "type": "Date",
          "required": false
        },
        "updatedAt": {
          "type": "Date",
          "required": false
        }
      }
    },
    {
      "className": "CampaignPitch",
      "fields": {
        "objectId": {
          "type": "String",
          "required": false
        },
        "campaignName": {
          "type": "String",
          "required": true
        },
        "account": {
          "type": "Pointer",
          "required": true,
          "targetClass": "Account"
        },
        "stage": {
          "type": "String",
          "required": true
        },
        "clientBudget": {
          "type": "Number",
          "required": true
        },
        "owner": {
          "type": "Pointer",
          "required": true,
          "targetClass": "User"
        },
        "nextReviewAt": {
          "type": "Date",
          "required": false
        },
        "createdAt": {
          "type": "Date",
          "required": false
        },
        "updatedAt": {
          "type": "Date",
          "required": false
        }
      }
    },
    {
      "className": "BudgetPlan",
      "fields": {
        "objectId": {
          "type": "String",
          "required": false
        },
        "account": {
          "type": "Pointer",
          "required": true,
          "targetClass": "Account"
        },
        "campaignPitch": {
          "type": "Pointer",
          "required": true,
          "targetClass": "CampaignPitch"
        },
        "currency": {
          "type": "String",
          "required": true
        },
        "plannedSpend": {
          "type": "Number",
          "required": true
        },
        "spentToDate": {
          "type": "Number",
          "required": true
        },
        "approvalStatus": {
          "type": "String",
          "required": true
        },
        "createdAt": {
          "type": "Date",
          "required": false
        },
        "updatedAt": {
          "type": "Date",
          "required": false
        }
      }
    },
    {
      "className": "CreativeBrief",
      "fields": {
        "objectId": {
          "type": "String",
          "required": false
        },
        "briefTitle": {
          "type": "String",
          "required": true
        },
        "campaignPitch": {
          "type": "Pointer",
          "required": true,
          "targetClass": "CampaignPitch"
        },
        "briefOwner": {
          "type": "Pointer",
          "required": true,
          "targetClass": "User"
        },
        "deliverables": {
          "type": "Array",
          "required": true
        },
        "dueDate": {
          "type": "Date",
          "required": true
        },
        "notes": {
          "type": "String",
          "required": false
        },
        "createdAt": {
          "type": "Date",
          "required": false
        },
        "updatedAt": {
          "type": "Date",
          "required": false
        }
      }
    },
    {
      "className": "StatusHistory",
      "fields": {
        "objectId": {
          "type": "String",
          "required": false
        },
        "campaignPitch": {
          "type": "Pointer",
          "required": true,
          "targetClass": "CampaignPitch"
        },
        "changedBy": {
          "type": "Pointer",
          "required": true,
          "targetClass": "User"
        },
        "fromStage": {
          "type": "String",
          "required": true
        },
        "toStage": {
          "type": "String",
          "required": true
        },
        "changeNote": {
          "type": "String",
          "required": false
        },
        "changedAt": {
          "type": "Date",
          "required": true
        },
        "createdAt": {
          "type": "Date",
          "required": false
        },
        "updatedAt": {
          "type": "Date",
          "required": false
        }
      }
    },
    {
      "className": "ActivityNote",
      "fields": {
        "objectId": {
          "type": "String",
          "required": false
        },
        "campaignPitch": {
          "type": "Pointer",
          "required": true,
          "targetClass": "CampaignPitch"
        },
        "author": {
          "type": "Pointer",
          "required": true,
          "targetClass": "User"
        },
        "noteType": {
          "type": "String",
          "required": true
        },
        "body": {
          "type": "String",
          "required": true
        },
        "loggedAt": {
          "type": "Date",
          "required": true
        },
        "createdAt": {
          "type": "Date",
          "required": false
        },
        "updatedAt": {
          "type": "Date",
          "required": false
        }
      }
    }
  ]
}

Build with the AI Agent

Use the Back4app AI Agent to generate a real advertising agency lead tracker app from this template, including frontend, backend, auth, and Account, CampaignPitch, BudgetPlan, and brief workflows.

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Ready to build

Create an advertising agency lead tracker app backend on Back4app with this exact schema and behavior.

Schema:
1. User (use Back4app built-in): username, email, password, role; objectId, createdAt, updatedAt (system).
2. Account: accountName (String, required), industry (String, required), owner (Pointer to User, required), status (String, required); objectId, createdAt, updatedAt (system).
3. CampaignPitch: campaignName (String, required), account (Pointer to Account, required), stage (String, required), clientBudget (Number, required), owner (Pointer to User, required), nextReviewAt (Date, optional); objectId, createdAt, updatedAt (system).
4. BudgetPlan: account (Pointer to Account, required), campaignPitch (Pointer to CampaignPitch, required), currency (String, required), plannedSpend (Number, required), spentToDate (Number, required), approvalStatus (String, required); objectId, createdAt, updatedAt (system).
5. CreativeBrief: briefTitle (String, required), campaignPitch (Pointer to CampaignPitch, required), briefOwner (Pointer to User, required), deliverables (Array<String>, required), dueDate (Date, required), notes (String, optional); objectId, createdAt, updatedAt (system).
6. StatusHistory: campaignPitch (Pointer to CampaignPitch, required), changedBy (Pointer to User, required), fromStage (String, required), toStage (String, required), changeNote (String, optional), changedAt (Date, required); objectId, createdAt, updatedAt (system).
7. ActivityNote: campaignPitch (Pointer to CampaignPitch, required), author (Pointer to User, required), noteType (String, required), body (String, required), loggedAt (Date, required); objectId, createdAt, updatedAt (system).

Security:
- Limit Account, CampaignPitch, BudgetPlan, CreativeBrief, StatusHistory, and ActivityNote changes to authenticated agency users. Keep StatusHistory append-only and validate ownership in Cloud Code.

Auth:
- Sign-up, login, logout.

Behavior:
- List Accounts, create CampaignPitch records, update BudgetPlan totals, record CreativeBrief revisions, and write audit logs for every meaningful change.

Deliver:
- Back4app app with schema, ACLs, CLPs; frontend for accounts, pitches, budgets, brief logs, and audit history.

Press the button below to open the Agent with this template prompt pre-filled.

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API Sandbox

Try REST and GraphQL endpoints against the agency lead schema. Responses use mock data and do not require a Back4app account.

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Uses the same schema as this template.

Choose Your Stack

Expand each card to see how to integrate Account, CampaignPitch, and BudgetPlan with your chosen stack.

What You Get with Every Technology

Every stack uses the same agency backend schema and API contracts.

Unified agency pipeline data

Manage Account, CampaignPitch, BudgetPlan, and CreativeBrief records with one schema.

Audit-friendly status history

Track changes to pitch, budget, and brief records with append-only logs.

Budget visibility for client work

Keep plannedSpend and spentToDate available for account and operations teams.

Role-based access for agency users

Define permissions for account leads, creatives, and operations staff.

REST/GraphQL APIs for agency tools

Serve dashboards, mobile apps, and automation scripts with flexible APIs.

Agency Stack Comparison

Compare setup speed, SDK style, and AI support across all supported technologies.

Framework	Setup Time	Agency Workflow Benefit	SDK Type	AI Support
Flutter	About 5 min	Single codebase for agency lead tracking on mobile and web.	Typed SDK	Full
React	Under 5 minutes	Fast web dashboard for lead, pitch, and budget review.	Typed SDK	Full
React Native	~3–7 min	Cross-platform mobile app for account teams.	Typed SDK	Full
Next.js	Rapid (5 min) setup	Server-rendered operations dashboard for agency leads.	Typed SDK	Full
JavaScript	~3–5 min	Lightweight web integration for agency operations.	Typed SDK	Full
Android	About 5 min	Native Android app for account managers on the move.	Typed SDK	Full
iOS	Under 5 minutes	Native iOS app for agency review and approvals.	Typed SDK	Full
Vue	~3–7 min	Reactive web UI for pipeline visibility.	Typed SDK	Full
Angular	Rapid (5 min) setup	Enterprise dashboard for agency operations.	Typed SDK	Full
GraphQL	Under 2 min	Flexible GraphQL API for account and brief data.	GraphQL API	Full
REST API	Quick (2 min) setup	REST API integration for agency tools.	REST API	Full
PHP	~3 min	Server-side PHP backend for operations workflows.	REST API	Full
.NET	~3–7 min	.NET backend for agency lead automation.	Typed SDK	Full

Setup time reflects expected duration from project bootstrap to first account or pitch query using this template schema.

Agency Questions

Common questions about building an advertising agency lead tracker backend with this template.

How should advertising agency teams split responsibilities without leaking data across roles?

Which advertising agency workflows benefit most from structured tasks versus free-form notes?

How do we extend advertising agency automations for reminders, tasks, and client notifications?

How do I query accounts and pitches with Flutter?

How do I manage account state in Next.js server actions?

Can React Native cache brief revisions offline?

How do I prevent unauthorized budget edits?

What is the best way to show agency pipeline data on Android?

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Advertising Agency Lead Tracker Backend TemplateCampaignPitch, BudgetPlan, and CreativeBrief Tracking