Give customers a secure place to get things done.
A customer portal lets your customers sign in to check status, download documents, submit requests, and pay, without emailing your team. We build it around your process and connect it to the tools you already use.
Use cases
What customer portals are good for
- Sharing documents, reports, or deliverables with clients
- Letting customers track orders, jobs, or cases
- Collecting requests and approvals in one place
- Replacing email threads and shared folders
Example scopes
How projects might map to plans
These are hypothetical examples to show typical scope per plan, not past client projects. Your plan is confirmed after we review your brief.
- ExampleGrowth · $100/month
Client document portal
- Customer sign-in
- Private document sharing
- Email notifications
- ExampleBusiness · $250/month
Service portal with approvals
- Customer and staff roles
- Requests with approval steps
- Invoices from your billing tool
Integrations with third-party services are $20 each, one time. Third-party accounts, licences, and usage charges are paid by you directly to the provider.
Platform considerations
- Works on desktop and mobile browsers.
- Customer data is isolated per account and stored privately.
- Integrations with your CRM or billing tool are priced per integration.
Maintenance after launch
- Access and permission fixes
- Security updates and backups
- Workflow changes within your allowance
Changes and new features are estimated and approved by you before they use your plan's allowance. Covered bug fixes do not reduce your feature allowance.
Tell us about your customer portal.
Share a short brief. Our team reviews it and gets back to you, and you get a written scope and price before you pay anything.