Client Portal
Clients see their own order status, documents and balance — instead of calling to ask what stage things are at.
Ideal for
- B2B services with ongoing clients
- Project businesses with staged delivery
Key capabilities
- Live order and project status
- Documents, invoices and payment history
- Requests submitted from the portal
- Access strictly to the client's own data
Typical integrations
- CRM/ERP
- Invoice systems
- Payments
- Email/SMS
Support for specific providers is verified up front.
Problems it solves
Clients need self-service
Clients see status, invoices and balance in a portal, pay online and ask the bot first — instead of calling.
Where it is used most
Education
Groups, payments and a parent portal — missed lessons stop getting lost in chats.
Professional Services
One flow from enquiry to contract; clients check status in the portal.
Membership / Community Platforms
Payment activates membership, roles assign themselves, expiry sends its own reminder.
More modules — Custom Products & Interfaces
The next process is yours
Show us the process you want to stop doing by hand.
The first step is not code — it is a map. Describe your process and we will show you where automation begins.