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Customer Experience
Customer Portal
One place for customers to see everything about their project.
Give customers one place to see everything related to their project.
Customer Portal
- 01Project status
- 02Documents
- 03Quotes
- 04Payments
- 05Messages
- 06Files
- 07Approvals
The problem.
- 01Email threads
- 02Attachments
- 03Phone calls
- 04Status questions
A better way to do it.
- 01Project status
- 02Documents
- 03Quotes
- 04Payments
- 05Messages
- 06Files
- 07Approvals
What it does
01
Project status
02
Documents & approvals
03
Messages in one thread
CUSTOMIZATION
Your business isn't generic. Your software shouldn't be either.
The systems shown here are starting points. We customize the workflows, calculations, branding, permissions and integrations around your business.
Your brandYour pricingYour workflowYour documentsYour teamYour customersYour integrations
IMPLEMENTATION
Custom software without unnecessary complexity.
01
Understand
We understand your existing process.
02
Customize
We adapt the system around your business.
03
Review
You test a working version.
04
Launch
We implement the final system.
Tell us what should have been software years ago.
Describe the process. We'll tell you what it takes to replace it.