Pipeline CRM
Deal stages, forecasting and activity history for a sales team that has outgrown a spreadsheet.
5.0 out of 511 sold
Client overviewClient1 / 6
CRM & Sales
PortalLive
Client Portal
5.0 out of 59 sold
Most client communication is the same four questions asked repeatedly. This gives each customer a login where the answers are already waiting, and every request has a status.
From$529
- Function
- 23
- Roles
- 3
- Users
- Unlimited
- Next.js
- TypeScript
- PostgreSQL
- Auth.js
Inside the app
What it does out of the box
23 connected functions on one schema, spanning three permission levels. Everything below is in the template before a line of customisation.
Dashboard for Marta
Three documents are waiting for you and one invoice is due next week.
Documents
Everything shared with you, with versions and who has read what.
Requests
What you asked for, who owns it, and when to expect a reply.
Invoices
What has been billed, what is paid, and what is outstanding.
Milestones
What is agreed, what is done, and what is waiting on you.
Clients
Every client account, its activity and what is outstanding.
Request queue
Everything clients have asked for, by target date.
Access control
Who at the client can see what, and who invited them.
Audit log
Every share, download and access change. Retained for seven years.
Permissions
Three roles, one build
A client sees only their own account. An account manager sees the client book and the request queue. An administrator controls who at the client can see what. Isolation between clients is enforced at the database row level.
- Documents with versions and sign-off
- Requests with a published response time
- Invoices linked to the milestone billed
- Milestones, including ones waiting on them
- Cannot reach any other client's account
- Everything a client can do, across the book
- Request queue by target date
- See which clients never log in
- Outstanding balance per client
- Share documents requiring sign-off
- Everything an account manager can do
- Invite and revoke client users
- Set per-user access level
- Configure branding per client
- Read and export the audit log
The build
Every function in the box
10 screens, all of them live in the preview. Nothing on this list is a mockup or a roadmap item.
Access
- Sign in
My account
- Overview
- Documents
- Requests
- Invoices
Delivery
- Milestones
Account team
- Clients
- Request queue
Administration
- Access control
- Audit log
What you get
Delivered as a repository, not a login.
Service businesses, agencies and professional firms whose client updates currently live in email threads.
- 10 production functions spanning three permission levels
- Full source code and PostgreSQL schema in your repository
- Role-based access control, enforced server-side
- Immutable audit log written on every change
- Responsive layouts, usable on a phone, not just resized
- CSV import and export on every core record
- Deployment configuration for your cloud account
- Twelve months of updates, and no per-seat charge ever
Access and evidence
One client can never see another
A portal that leaks one client's documents to another does not get a second chance. Isolation is enforced in the query, not by hiding navigation, so a manipulated URL returns nothing rather than someone else's data.
- Client records isolated at the database row level
- Per-user access levels: full, documents only, billing only
- Revoking access is immediate and logged
- Superseded document versions stay visible for context
- Milestones waiting on the client are labelled as such
- Every share, download and sign-off is recorded
- Role-based access control, enforced server-side
- Immutable audit log written on every change
Related
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Health scores, renewal calendars and QBR prep for the team that keeps revenue from leaking.
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Questions
Client Portal, in practical terms
Not covered here?
Ask a consultant directly. No form to fill in first, and no follow-up sequence.
Book a consultantAll questionsDo I get the source code for Client Portal?
Yes. The repository, application code, database schema, migrations, seed data and deployment configuration, is transferred to your organisation on delivery.
How many clients and users can it hold?
As many as you like. Pricing is per application, not per client or per seat, so inviting every contact at every client costs nothing extra, which matters, because a portal only replaces email if everyone is actually on it.
Can one client ever see another's documents?
No. Records are isolated at the row level in the query itself rather than by hiding buttons, so a client account cannot reach another client's documents, requests or invoices even by editing a URL.
Does it take payments?
It shows what is owed and links each invoice to the milestone it was raised against. Collection goes through your existing payment provider, connected in a fitted build.
Can Client Portal be changed to match our delivery?
That is the usual route. A fitted build sets up your document types, request types and response times, milestone structure, per-client branding and up to two integrations, and typically takes one to three weeks from a signed scope.
What does it cost to run?
Hosting only, paid to your own cloud provider, roughly $50 to $200 a month, rising mainly with document storage.
Start here
Want Client Portal shaped around your process?
A fitted build adjusts fields, stages, roles and integrations to how your team already works. One scoping call, a fixed price, one to three weeks.
- No sign-up to open one
- One-time price, no seats
- Source code transferred on delivery
