Client Portals
Branded portals where customers can access their information
The problem
Your customers can't help themselves because you don't have self-service tools. Every status check, document request, and scheduling need requires your team's involvement.
Customers call or email for every status check, document, and scheduling need
Self-service portals let customers handle routine needs instantly, any time
The solution
We build a custom client portals system tailored to your specific workflows, tools, and team. Not a generic template, a system built for how your business actually operates.
- Map your customer interaction points and self-service opportunities
- Design intuitive interfaces that match your brand
- Build with security, accessibility, and mobile responsiveness
- Deploy, onboard customers, and iterate based on usage data
Expected results
Purpose-built tool perfectly matched to your workflow
User interface designed for speed and minimal training
Complete data visibility across your operation
Industries that benefit
How we'd approach this
This is typically a Build a Custom Tool engagement (4-12 weeks).
Purpose-built tools with user interfaces designed for your specific needs. When off-the-shelf software doesn't fit, we build what does.
Best for: Teams who need something that doesn't exist off-the-shelf, or need to connect multiple systems into one unified tool.
What's included
- Custom application deployed and hosted
- User interface tailored to your workflows
- Database and backend infrastructure
- Admin controls and user management
- Full documentation
- Team training
- 90 days of support
FAQ
4-12 weeks. We'll give you an exact timeline after our discovery call where we assess your specific situation.
Almost always yes. We integrate with most modern business tools including CRMs, email platforms, project management tools, accounting software, and more. If you have a specific tool, just ask.
That's the point. We build for your specific process, not a generic template. Unique processes are what we do best.
90 days of dedicated support is included. We monitor for issues, fix bugs, and help with optimization during this period.
We start by measuring your current process: how long it takes, how many steps, where the bottlenecks are. After implementation, we measure again. Most clients see results within the first week.
Absolutely. Many clients start with a focused implementation and expand as they see results. We design with future growth in mind.
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See how Custom Apps works for specific industries.