Client portal and CRM
A secure place for regular customers to see bookings, invoices and service history, and one place for you to manage every customer.
From $4,000
Plus custom requests, scoped with you. Most businesses add this once they have a steady base of repeat customers.
What your customers see
- Secure sign-in
- Upcoming and past visits
- Invoices and receipts
- A simple way to request the next visit
What you get
- Every customer, job and note in one record
- Repeat-service reminders
- Access controls and protected customer data
- Custom features scoped with you
A good fit if
- You have regular or contract customers
- Customer details live in several apps or notebooks
- You've outgrown spreadsheets
Works well with
- AI website redesignFrom $3,500
- Online bookingIncluded with the website
- Instant quotesFrom $2,000
- Job and resource allocationFrom $2,000
- AI wow-factor toolsFrom $1,500
Prices are in USD. Taxes may apply on your invoice according to your jurisdiction. Services from our Canadian company to US businesses may qualify for 0% (zero-rated) Canadian sales tax.
Talk to us about a client portal.
You get a straight answer on whether we can help, and what it would cost.
Contact us now