Portfolio / Web Applications / Client Portal & CRM
Client Portal & CRM
One login where clients see proposals, progress, files, payments — and you see the pipeline.
Selected concept work demonstrating the types of digital experiences we can plan and build. Final strategy, design, features, scope, timeline, and pricing are tailored to each client.
The business problem
Client communication scattered across email and drives erodes trust and buries the sales pipeline.
Proposed solution
A branded portal (proposals, updates, files, payment requests) fused with a lightweight CRM: stages, follow-ups, and activity history.
Key features
✓ Branded client portal
✓ Proposals with accept/decline
✓ Payment requests
✓ File sharing
✓ Pipeline stages
✓ Follow-up reminders
User journey
- 1Lead becomes a portal client
- 2Reviews & accepts proposal
- 3Tracks progress & pays
- 4Requests support in-portal
Admin & operations
- • Pipeline board
- • Templates
- • Team assignment
- • Audit trail
Technology approach
Suggested development phases
Phase 1 — Portal
Auth, proposals, updates, files.
Phase 2 — Money
Payment requests + statuses.
Phase 3 — CRM
Pipeline + follow-up automation.
Every element above can be customized — pricing is confirmed after scope review.
Like this direction?
Our consultant can review your goals, identify the right first phase, and prepare a tailored scope, timeline, and pricing plan. No payment required · human review · start with a manageable first phase.